Jonathan Calvert Email & Phone Number

Manager, Compliance Testing @ Raymond James

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Jonathan Calvert Location

Saint Petersburg, FL, US

Jonathan Calvert Work

2024 - now Manager, Compliance Testing @ Raymond James
2023 - 2024 Manager, Advisory Supervision @ Raymond James
2022 - 2023 Advisor, Advisory Supervision @ Raymond James

2021 - 2022 Co-Founder @ IRA Fast
2019 - 2021 Financial Advisor @ Edward Jones
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2019 - 2019 Enterprise Sales - Lyft for Business (Post IPO) @ Lyft
2018 - 2019 IPO Growth Specialist (Pre IPO) @ Lyft
2014 - 2018 General Manager @ Brook Furniture Rental
2012 - 2014 Asst. Branch Manager @ XTRA Lease LLC
2010 - 2011 Major Account Manager, Hospitality @ Cintas
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Jonathan Calvert Education

The George Washington University
Master of Business Administration (M.B.A.) (Finance & Business Law)
2001 - 2003
United States Naval Academy
Bachelor's Degree (History)
1991 - 1995
North Carolina School of Science and Mathematics
High School (General Studies)
1989 - 1991

Jonathan Calvert Skills

Regulatory Compliance
Compliance Management
Corporate Governance

Portfolio Assessment
Financial Advisory
Retirement
Business Development
Financial Assessment
Risk Assessment
Asset Allocation Strategies

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Jonathan Calvert Summary

Jonathan Calvert, based in Saint Petersburg, FL, US, is currently a Manager, Compliance Testing at Raymond James. Jonathan Calvert brings experience from previous roles at Raymond James, IRA Fast and Edward Jones. Jonathan Calvert holds a 2001 - 2003 Master of Business Administration (M.B.A.) in Finance & Business Law @ The George Washington University. With a robust skill set that includes Regulatory Compliance, Compliance Management, Corporate Governance, Portfolio Assessment, Financial Advisory and more. Jonathan Calvert has 3 emails and 1 mobile phone numbers on RocketReach.

Jonathan Calvert Emails

Found 3 emails

Jonathan Calvert Phone Numbers

Found 3 phone numbers

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Jonathan Calvert

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Jonathan Calvert

Manager, Compliance Testing at Raymond James

Saint Petersburg, FL, US
3
- raymondjames.com
- gmail.com
- raymondjames.ca
3
- +1 727-567-XXXX
- +1 817-300-XXXX
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Jonathan Calvert

Partner at Witten LLP

Edmonton, AB, CA
1
- wittenlaw.com

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