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Jonathan Baltes Location
Fort Wayne, IN, US
Jonathan Baltes Work
Board of Managers @ (April 2026 - Present)
Advisory Board Member @ (May 2024 - Present)
Vice President @ (March 2021 - April 2024)
Financial Advisor @ (October 2016 - February 2021)
Chief Executive Officer @ QPSteno (January 2013 - January 2016)
Regional Vice President @ (January 2007 - April 2012)
Internal Wholesaler @ (May 2004 - December 2006)
Chief Plan Administrator @ HFG Pension Services (August 2001 - December 2002)
Jonathan Baltes Education
Wittenberg University
Bachelor of Arts - BA (PSYCHOLOGY)
1995-1999
Jonathan Baltes Skills
Working with Brokers
Business Development
Creative Problem Solving
Institutional Investments
Critical Thinking
Wholesale
Warehouse Operations
Private Equity
Operations Management
P&L Operations
P&L Management
Financial Modeling
Manage Complex Projects
Business Economics
New Business Opportunities
Strategy Implementation
Strategy Alignment
Presentations
Corporate Strategy
Timelines
Strategic Initiatives
Competitive Analysis
Organizational Development
Key Performance Indicators
Change Initiatives
Valuation
Finance
Acquisitions
Trading
Equities
Business Units
Enablement
Transparency
Interpersonal Skills
Business Management
Wealth Management Services
Workplace Solutions
Strategic Planning
Key Metrics
Negotiation
Investor Presentations
Business Information
Strategy
Go-to-Market Strategy
Playbook
Resource Allocation
Forecasting
Cash Flow
Financial Services
401(k) Retirement Savings Plans
Retirement Planning
Fiduciary
Mergers & Acquisitions (M&A)
Manufacturing
Budgeting
Human Resources (HR)
Supply Chain Management
Company Retirement Plans
Business Exit Strategies
Employee Benefit and Business strategies
ISO Standards
ERISA
Retirement
Investments
401k
Series 7
Series 6
Series 63
Series 65
Life & Health Insurance Licenses
Life and Health Insurance Licenses
Jonathan Baltes Summary
Jonathan Baltes, based in Fort Wayne, IN, US, is currently a Board of Managers at Reimagine Development Partners. Jonathan Baltes brings experience from previous roles at Reimagine Development Partners, Breyden Products, LLC., Merrill Lynch and QPSteno. Jonathan Baltes holds a 1995 - 1999 Bachelor of Arts - BA in PSYCHOLOGY @ Wittenberg University. With a robust skill set that includes Working with Brokers, Business Development, Creative Problem Solving, Institutional Investments, Critical Thinking and more. Jonathan Baltes has 1 emails and 1 mobile phone numbers on RocketReach.
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