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Jonathan Chou Location
United States
Jonathan Chou Work
Financial Planner @ (August 2026 - Present)
Associate @ (July 2025 - April 2026)
Senior Associate @ (July 2024 - April 2025)
Senior Associate @ RSM US LLP (March 2023 - May 2024)
Associate, Consumer and Wealth Management @ (December 2019 - March 2023)
Senior Analyst @ (March 2018 - October 2019)
Custody Tax Reporting Analyst @ (September 2015 - June 2017)
Operations Lead Specialist in the Income Collection and Tax Department @ (February 2015 - August 2015)
Wealth Management Operations Specialist @ (June 2013 - January 2015)
Asset Management Intern @ (September 2012 - December 2012)
Tax Intern @ Premier Tax Inc (January 2012 - April 2012)
Jonathan Chou Education
St. John's University
Master of Business Administration (Accounting)
2010-2013
St. John's University
Bachelor of Science (Advertising Communication)
2008-2010
Jonathan Chou Summary
Jonathan Chou, based in United States, is currently a Financial Planner at ShoreHaven Wealth Partners. Jonathan Chou brings experience from previous roles at Prosperity Partners, CBIZ, RSM US LLP and Goldman Sachs. Jonathan Chou holds a 2010 - 2013 Master of Business Administration in Accounting @ St. John's University. Jonathan Chou has 2 emails and 2 mobile phone numbers on RocketReach.
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