Independent Consultant @ (May 2020 - December 2020)
Vice President @ (January 2008 - January 2019)
Associate @ (January 2006 - January 2008)
Analyst and Internal Wholesaler @ (January 2002 - January 2006)
Jonathan Calvey Education
University of Notre Dame
Bachelor of Business Administration (International Business, Finance)
1997-2001
Jonathan Calvey Skills
Mutual Funds
Financial Services
Capital Markets
Series 7
Series 63
Relationship Management
Transfer Agency
Back Office
Fund Administration
Leadership
FINRA
Asset Management
529 Plans
CRM
Closed-end Funds
Financial Analysis
Blue Sky
Equities
Fixed Income
Broker-Dealer Operations
Client Services
Customer Relationship Management (CRM)
Client Relations
Customer Service
Amazon Seller Central
E-Commerce
Inventory Management
Jonathan Calvey Summary
Jonathan Calvey, based in New York, NY, US, is currently a Supply Chain Management at G FUEL. Jonathan Calvey brings experience from previous roles at G FUEL and BlackRock. Jonathan Calvey holds a 1997 - 2001 Bachelor of Business Administration in International Business, Finance @ University of Notre Dame. With a robust skill set that includes Mutual Funds, Financial Services, Capital Markets, Series 7, Series 63 and more. Jonathan Calvey has 3 emails and 1 mobile phone numbers on RocketReach.
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