Jonathan Barrett Email & Phone Number
Founder, CEO and Managing Partner @ Barrett Financial Solutions
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Jonathan Barrett Location
- Woodbridge Township, NJ, US
Jonathan Barrett Work
- 2019 -now Founder, CEO and Managing Partner @
- 2008 -now Vice President, Retirement Planning Specialist @
- 2021 -now Adjunct Professor Of Finance @
- 2015 -2019 Partner @
Jonathan Barrett Education
- Columbia University
Holistic Financial Coach Program (Finance and Financial Management Services)
2021-2022 - Harvard Business School
Investment Management and Portfolio Construction (Investments and Securities)
2015-2016 - Wharton School, University of Pennsylvania
Retirement Planning (Financial Services)
2011-2012 - Fairfield University
BS ( Mathematics, Computer Science, Philosophy, English)
2002-2006
Jonathan Barrett Skills
- Retirement Planning
- Strategic Financial Planning
- Risk Management
- Wealth Management
- Insurance Planning
- Annuity Strategies
Jonathan Barrett Summary
- Jonathan Barrett, based in Woodbridge Township, NJ, US, is currently a Founder, CEO and Managing Partner at Titan Financial Group. Jonathan Barrett brings experience from previous roles at Equitable Advisors, Seton Hall University and Ascendancy Wealth Management LLC. Jonathan Barrett holds a 2021 - 2022 Holistic Financial Coach Program in Finance and Financial Management Services @ Columbia University. With a robust skill set that includes Retirement Planning, Strategic Financial Planning, Risk Management, Wealth Management, Insurance Planning and more. Jonathan Barrett has 4 emails and 6 mobile phone numbers on RocketReach.
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Top Barrett Financial Solutions Employees
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