Jonathan Bourgeois Email & Phone Number
Senior Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors
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Jonathan Bourgeois Location
- California, United States
Jonathan Bourgeois Work
- 2016 -now Senior Financial Advisor, First Vice President - Investments @
- 2012 -2016 Sr. Regional Bank Private Banker @
- 2007 -2012 Premier Banker @
Jonathan Bourgeois Education
- University of California, San Diego
economics (Economics)
2003-2008
Jonathan Bourgeois Skills
- Investments
- Financial Services
- Securities
- Retirement Planning
- Relationship Management
- Insurance
- Financial Advisory
- Financial Analysis
- Loan Origination
- Small Business Lending
- Finance
- Accounting
- Private Banking
- Asset Management
- Home Equity Lines of Credit
- Lines of Credit
- Credit
- Deposits
- Banking
- Project Management
- Customer Service
- Commercial Lending
- Cross Selling
- Financial Reporting
- Uniform Combined State Law
- Commercial Banking
- Consumer Lending
- Credit Analysis
- Series 63
- Portfolio Management
- Loans
- Series 7
- Treasury Management
- Commercial Mortgages
- Mortgage Lending
- Leadership
- IRAs
Jonathan Bourgeois Summary
- Jonathan Bourgeois, based in California, United States, is currently a Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors. Jonathan Bourgeois brings experience from previous roles at Wells Fargo Bank. Jonathan Bourgeois holds a 2003 - 2008 economics in Economics @ University of California, San Diego. With a robust skill set that includes Investments, Financial Services, Securities, Retirement Planning, Relationship Management and more. Jonathan Bourgeois has 2 emails and 1 mobile phone numbers on RocketReach.
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