Jonathan Berlin Email
Principal Chief Executive Officer @ Berlin Wealth Group Advisors LLC
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Jonathan Berlin Location
- Cabo San Lucas, BCS, MX
Jonathan Berlin Work
- Principal Chief Executive Officer @ (February 2024 - Present)
- Fundador y Docente @ Academia Bursátil Mexicana (August 2019 - Present)
- Wealth Management Advisor @ Profesional independiente (August 2017 - February 2024)
- Wealth Management Associate @ (July 2013 - August 2017)
- Equity Trader of Mexbol @ PWS México Intermediario de Reaseguro (February 2010 - May 2013)
Jonathan Berlin Education
- Yale University
Financial Markets Course
2022-2022 - Escuela Bancaria y Comercial
Licenciatura en finanzas y banca
- FINRA
Securities Industry Essentials (SIE)
- Tecnológico de Monterrey
- Universidad La Salle, A.C.
Jonathan Berlin Skills
- Investments
- Portfolio Management
- Financial Analysis
- Wealth Management
- Strategic Financial Planning
- Equities
- Mutual Funds
- Financial Modeling
- Asset Management
- Fixed Income
- Retirement Planning
- Banking
- Gestión de capital
- Gestión de cartera de clientes
- Inversiones
Jonathan Berlin Summary
- Jonathan Berlin, based in Cabo San Lucas, BCS, MX, is currently a Principal Chief Executive Officer at Berlin Wealth Group Advisors LLC. Jonathan Berlin brings experience from previous roles at Academia Bursátil Mexicana, Profesional independiente, Grupo Financiero Interacciones and PWS México Intermediario de Reaseguro. Jonathan Berlin holds a 2022 - 2022 Financial Markets Course @ Yale University. With a robust skill set that includes Investments, Portfolio Management, Financial Analysis, Wealth Management, Strategic Financial Planning and more. Jonathan Berlin has 1 emails on RocketReach.
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