Jon Perkins Email & Phone Number
Product Management and Strategy @ Charles Schwab
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Jon Perkins Location
- Austin, TX, US
Jon Perkins Work
- 2026 -now Product Management and Strategy @
- 2024 -2026 Senior Partner Program Manager | Consultants @
- 2022 -2024 Data Partnerships Relationship Manager @
- 2022 -2022 Senior Vice President Business Development @
- 2021 -2022 Director, Financial Advisor Strategy @
- 2018 -2021 Vice President | Platform Strategy @
- 2017 -2018 Sales Director @ Oranj
- 2016 -2017 AVP, National RIA Business Development Director @
- 2015 -2016 AVP, Institutional Business Development Regional Director @
- 2014 -2015 Regional Consultant @
- 2013 -2014 Signature Services Associate @
- 2013 -2013 Client Services Representative @
- 2012 -2013 Operations Associate @
Jon Perkins Education
- Quinlan School of Business, Loyola University Chicago
BBA (Economics)
Jon Perkins Skills
- Financial Analysis
- Customer Service
- Leadership
- Management
- Financial Services
- Portfolio Management
- Finance
- Outlook
- Mutual Funds
- Investments
- Sales
- Wealth Management
- Securities
- Asset Management
- Series 7
- Retirement
- RIAs
- Equities
- Asset Allocation
- Alternative Investments
- Fixed Income
- Microsoft Excel
- New Business Development
- Business Development
- Business Strategy
- Customer Relationship Management (CRM)
- Salesforce.com
- PowerPoint
- Microsoft Office
- Research
- Strategic Planning
- Legal Research
- Customer Relationship Management Crm
- Reporting And Analysis
- Business Development Consultancy
- Financial Modeling
- Business Analysis
- Bloomberg
- Financial Reporting
- Product Development
- Technical Demonstrations
- CRM
- Investment Management
- Customer Relationship Management
Jon Perkins Summary
- Jon Perkins, based in Austin, TX, US, is currently a Product Management and Strategy at Charles Schwab. Jon Perkins brings experience from previous roles at Addepar, Supernova Technology™ and Credible. Jon Perkins holds a BBA in Economics @ Quinlan School of Business, Loyola University Chicago. With a robust skill set that includes Financial Analysis, Customer Service, Leadership, Management, Financial Services and more. Jon Perkins has 3 emails and 2 mobile phone numbers on RocketReach.
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