Regional Vice President @ Guggenheim Funds (November 2009 - December 2011)
Wealth Management Specialist @ (February 2004 - November 2009)
Wealth Management Specialist @ (February 2004 - November 2009)
Regional Sales Director @ Salomon Smith Barney (January 2000 - January 2003)
401k Director @ Citistreet (January 1996 - January 2000)
401k Director @ (January 1996 - January 2000)
Jonathan Boring Education
University of Maryland University College 1984-1989
Jonathan Boring Skills
Investments
Asset Managment
Financial Advisory
401k
High Net Worth Individuals
ETFs
Closed-end Funds
Series 7
Series 63
Mutual Funds
Asset Allocation
Alternative Investments
Investment Strategies
Investment Advisory
Investment Management
Securities
Fixed Income
Bonds
Portfolio Management
Strategic Financial Planning
Asset Management
Uniform Combined State Law
Separately Managed Accounts
Wealth Management
Fixed Annuities
Leadership
Banking
Sales
Closed End Funds
Business Development
Finance
Financial Services
Microsoft Office
Training
Sales Manager
Jonathan Boring Summary
Jonathan Boring, based in White, GA, US, is currently a Senior Vice President, Division Sales Manager Advisors Asset Management at Advisors Asset Management, Inc.. Jonathan Boring brings experience from previous roles at Guggenheim Investments, Guggenheim Funds, Merrill Lynch and Bank of America. Jonathan Boring holds a 1984 - 1989 University of Maryland University College. With a robust skill set that includes Investments, Asset Managment, Financial Advisory, 401k, High Net Worth Individuals and more. Jonathan Boring has 2 emails and 1 mobile phone numbers on RocketReach.
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