Jonathan Batista Email & Phone Number
Principal, Private Wealth Advisor and Retirement Planning Specialist @ Bernstein Private Wealth Management
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Jonathan Batista Location
- Irvine, CA, US
Jonathan Batista Work
- 2023 -now Principal, Private Wealth Advisor and Retirement Planning Specialist @
- 2017 -2023 Vice President, Private Wealth Advisor and Retirement Planning Specialist @
- 2015 -2017 Vice President, Charitable Planning Consultant @
- 2011 -2015 Relationship Manager, Private Donor Group @
- 2008 -2011 Outreach Coordinator, Red Sox Foundation @
Jonathan Batista Education
- Northeastern University 2004-2009
Jonathan Batista Skills
- Selling Businesses
- Socially Responsible Investing
- Personal Philanthropy
- Multigenerational Wealth Transfer
- Alternative Investments
- Wealth Management
- Event Planning
- Microsoft Office
- Management
- Public Speaking
- Nonprofits
- Fundraising
- Financial Planning
- Banking
- Public Relations
- Social Media
- Charities
- Community Outreach
- Portfolio Management
- Grants
- Leadership
- Program Management
- Philanthropy
- Mutual Funds
- Marketing
- Event Management
Jonathan Batista Summary
- Jonathan Batista, based in Irvine, CA, US, is currently a Principal, Private Wealth Advisor and Retirement Planning Specialist at Bernstein Private Wealth Management. Jonathan Batista brings experience from previous roles at Bernstein Private Wealth Management, Fidelity Investments and Boston Red Sox. Jonathan Batista holds a 2004 - 2009 Northeastern University. With a robust skill set that includes Selling Businesses, Socially Responsible Investing, Personal Philanthropy, Multigenerational Wealth Transfer, Alternative Investments and more. Jonathan Batista has 2 emails and 3 mobile phone numbers on RocketReach.
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