Jonathan Bellm Email & Phone Number
Wealth Services Associate, The Kelton Financial Group @ Raymond James
Jonathan Bellm's Location
Cohoes, NY, US
Jonathan Bellm's Work
- Wealth Services Associate, The Kelton Financial Group @ Raymond James
- Credit Analyst @ Cambridge Trust Company
- QC Specialist @ Solidifi
- Corporate Actions Represenative @ Fidelity Investments
- Brokerage Service Representative @ Fidelity Investments
- Accounting Clerk @ PLZ Aeroscience
- Order Fulfillment Manager @ PHR Systems ltd.
Jonathan Bellm's Education
- University of North Carolina at Wilmington
Bachelor's degree (Finance and Financial Management Services)
2015 - 2017
Jonathan Bellm's Skills
- Microsoft Office
- Efficient
- Microsoft Excel
- Public Speaking
- Team Leadership
- Work Ethic
- Teamwork
- Bloomberg Terminal
Jonathan Bellm's Summary
Jonathan Bellm, based in Cohoes, NY, US, is currently a Wealth Services Associate, The Kelton Financial Group at Raymond James, bringing experience from previous roles at Cambridge Trust Company, Solidifi Title & Closing, LLC and Fidelity Investments. Jonathan Bellm holds a 2015 - 2017 Bachelor's degree in Finance and Financial Management Services @ University of North Carolina at Wilmington. With a robust skill set that includes Microsoft Office, Efficient, Microsoft Excel, Public Speaking, Team Leadership and more, Jonathan Bellm contributes valuable insights to the industry. Jonathan Bellm has 4 emails and 1 mobile phone number on RocketReach.
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