Senior Sales Executive @ (February 2023 - June 2026)
Investment Manager @ (January 2020 - February 2023)
Regional Director @ (June 2017 - November 2019)
Sales Consultant @ (May 2011 - October 2016)
Jon Wolff Education
Boston College
Bachelor's degree (Economics, History)
2003-2007
Jon Wolff Skills
401k Rollovers
Individual Retirement Accounts (IRA)
Roth IRAs
Series 7
Series 63
Mutual Funds
Sales
Securities
Financial Services
Retirement Planning
Series 65
Investments
Jon Wolff Summary
Jon Wolff, based in Boynton Beach, FL, US, is currently a Director, Sales at InvestorCOM. Jon Wolff brings experience from previous roles at SS&C Technologies, Raymond James, Global Wealth Management and John Hancock Life Insurance Company (U.S.A.). Jon Wolff holds a 2003 - 2007 Bachelor's degree in Economics, History @ Boston College. With a robust skill set that includes 401k Rollovers, Individual Retirement Accounts (IRA), Roth IRAs, Series 7, Series 63 and more. Jon Wolff has 1 emails and 2 mobile phone numbers on RocketReach.
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