Jonathan Callahan Email & Phone Number
Financial Advisor @ Financial Services Company
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Callahan Location
- Austin, TX, US
Jonathan Callahan Work
- Financial Advisor @ (July 2021 - Present)
- Financial Analyst and Marketing Associate @ Commercial Property Consulting (March 2015 - February 2022)
- Vice President @ Commercial Property Consulting Group, LLC (January 2016 - January 2020)
- Institutional Client Service Specialist @ (August 2018 - May 2019)
- Financial Advisor @ (March 2013 - January 2015)
- Co-Portfolio Manager, Investment Analyst @ (December 2010 - March 2012)
- Investment Associate @ Merrill Lynch, Pierce, Fenner & Smith Inc. (March 2011 - February 2012)
- Director, Co-Portfolio Manager, Sr. Investment Analyst @ (April 2004 - April 2009)
- Investment Analyst @ (March 2004 - March 2009)
- Equity Research Analyst @ Evergreen Funds (January 1999 - January 2004)
- Equity Research Analyst @ (January 2000 - January 2003)
- Institutional Marketing Assoc. and Performance Analyst @ (January 1998 - January 1999)
Jonathan Callahan Education
- Hartwick College
Bachelors (Finance and Environmental Economics)
1993-1997 - Hartwick College
Jonathan Callahan Skills
- Investments
- Research
- Equity Research
- Alternative Investments
- Information Technology
- Equity Valuation
- Impact Investing
- Client Counseling
- Fixed Income
- Fundamental Analysis
- Valuation
- Financial Planning
- Portfolio Management
- Financial Modeling
- Investment Research
- Bloomberg
- Asset Allocation
- Tactical Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Portfolio Construction
- Investment Strategies
- Microsoft Excel
- Socially Responsible Investing
- New Business Development
- Separately Managed Accounts
- Financial Analysis
- Client Relationship Management
- ETFs
- Due Diligence
- Series 7
- Investment Management
- Economic Research
Jonathan Callahan Summary
- Jonathan Callahan, based in Austin, TX, US, is currently a Financial Advisor at Ameriprise Financial Services, LLC. Jonathan Callahan brings experience from previous roles at Commercial Property Consulting, Commercial Property Consulting Group, LLC, O’Shaughnessy Asset Management, LLC (osam.com) and Morgan Stanley. Jonathan Callahan holds a 1993 - 1997 Bachelors in Finance and Environmental Economics @ Hartwick College. With a robust skill set that includes Investments, Research, Equity Research, Alternative Investments, Information Technology and more. Jonathan Callahan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jonathan Callahan?
Find contact details for 700 million professionals.
Others Named Jonathan Callahan
Jonathan Callahan
Senior Growth Product Manager, Asset Store
Austin, TX, US
Jonathan Callahan
Financial Advisor
Austin, TX, US
Jonathan Callahan
AVP - Derivatives Risk Manager; Manager Research Consultant
Springfield, PA, US
Jonathan Callahan
General Manager
Wolcott, CT, US
Jonathan Callahan
Principal Structural Engineer
Colorado Springs, CO, US
Jonathan Callahan
General Counsel, Property Management
New York, NY, US
Top Financial Services Company Employees
Gumer Alvero
President Insurance and Annuities
Minneapolis, MN, US
Joel Bird
CEO and Private Wealth Advisor
Bismarck, ND, US
Jim Cracchiolo
Chairman and Chief Executive Officer
New York, NY, US
Anthony Barone
Chief Executive Officer,Financial Advisor- The Barone Financial Consulting Group
New York, United States
Brian Burkholder
President, Financial Advisor, Burkholder and Associates
Harrisonburg, VA, US
Ryan McCabe
President of Rise Private Wealth Management
Boston, MA, US
Ken Smith
Chief Operating Officer of Luvo Wealth Advisors
Edmonds, WA, US
Mark Cannon
President and Private Wealth Advisor
Dallas, TX, US
Michael Metzger
Managing Partner
Minneapolis, MN, US
Nicole Rubino
Chief Operating Officer
Kingston, MA, US
Ashley South
Chief Operating Officer, NorthStar Wealth Group
Chicago, IL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co