Jon Waterman Email & Phone Number
Financial Services Industry Leader @ RSM US LLP
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Jon Waterman Location
- Chicago, IL, US
Jon Waterman Work
- Financial Services Industry Leader @ RSM US LLP (May 2026 - Present)
- Asset Management Capability Leader @ RSM US LLP (October 2024 - Present)
- Partner @ RSM US LLP (July 1996 - Present)
- National Asset Management Practice Leader @ RSM US LLP (December 2017 - June 2026)
- National BDC Practice Leader @ RSM US LLP (October 2008 - June 2026)
- Great Lakes Financial Services Assurance Practice Leader @ RSM US LLP (January 2015 - January 2021)
- Managing Director @ RSM US LLP (January 1996 - January 2011)
- Board Member @ (January 2021 - January 2025)
Jon Waterman Education
- Skidmore College
BS (Accounting, Finance)
1992-1996
Jon Waterman Skills
- Derivatives
- Securities
- Fund Of Funds
- Financial Services
- SEC
- Fixed Income
- Hedge Funds
- Alternative Investments
- Equities
- Valuation
- Fund Accounting
- Private Equity
- Financial Reporting
- Accounting
- Auditing
- CPA
- Sarbanes-Oxley Act
- Finance
- Mutual Funds
- Financial Structuring
- Financial Advisory
- Due Diligence
- Sales
- Leadership
- Sarbanes Oxley Act
- Project Management
- Business Strategy
- Sales Manager
- Distribution
Jon Waterman Summary
- Jon Waterman, based in Chicago, IL, US, is currently a Financial Services Industry Leader at RSM US LLP. Jon Waterman brings experience from previous roles at RSM US LLP. Jon Waterman holds a 1992 - 1996 BS in Accounting, Finance @ Skidmore College. With a robust skill set that includes Derivatives, Securities, Fund Of Funds, Financial Services, SEC and more. Jon Waterman has 1 emails and 2 mobile phone numbers on RocketReach.
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