Jonathan Callahan Email & Phone Number
Financial Advisor @ Financial Services Company
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Jonathan Callahan Location
- Austin, TX, US
Jonathan Callahan Work
- 2021 -now Financial Advisor @
- 2015 -2022 Financial Analyst and Marketing Associate @ Commercial Property Consulting
- 2016 -2020 Vice President @ Commercial Property Consulting Group, LLC
- 2018 -2019 Institutional Client Service Specialist @
- 2013 -2015 Financial Advisor @
- 2010 -2012 Co-Portfolio Manager, Investment Analyst @
- 2011 -2012 Investment Associate @ Merrill Lynch, Pierce, Fenner & Smith Inc.
- 2004 -2009 Director, Co-Portfolio Manager, Sr. Investment Analyst @
- 2004 -2009 Investment Analyst @
- 1999 -2004 Equity Research Analyst @ Evergreen Funds
- 2000 -2003 Equity Research Analyst @
- 1998 -1999 Institutional Marketing Assoc. and Performance Analyst @
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.
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