Jonathan Connolly Email & Phone Number
Senior Managing Director @ Enterprise Trust & Investment Company
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Jonathan Connolly Location
- Philadelphia, PA, US
Jonathan Connolly Work
- Senior Managing Director @ (July 2026 - Present)
- Chairman, President and COO @ (August 2025 - July 2026)
- Vice Chair, CEO and President @ (June 2024 - August 2025)
- Managing Director, Head of Trust @ (October 2022 - June 2024)
- Senior Vice President, Managing Director of Fiduciary Sales and Client Enablement @ (October 2018 - September 2022)
- Managing Director of Fiduciary Sales and Strategy, Comerica Trust @ (October 2018 - September 2022)
- Executive Director, Head of UBS Trust Solutions, North America @ (September 2015 - October 2018)
- Sr. Lead Trust Consultant, Alliance Channel @ (January 2013 - September 2015)
- Internal Investment Consultant @ (September 2011 - December 2012)
- Vice President, Treasury Management Consultant @ (March 2008 - August 2011)
- Vice President - Treasury Mgmt Product Manager and Fiduciary Trust Division Head @ (July 1993 - February 2008)
Jonathan Connolly Education
- Main Line Paralegal Institute
Paralegal (Banking, Corporate, Finance, and Securities Law)
1998-1999 - Rowan University
BA (History, Pre-Law)
1995-1998 - Edgewood High School 1988-1993
Jonathan Connolly Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Protection
- Banking
- Budget Management
- Business Strategy
- Cash Management
- Consultative Selling
- Corporate Trust
- De novo trust charter
- EOS Integrator
- Equities
- Escrow
- Estate Planning
- Fiduciary Services
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Income
- High Net Worth Individuals
- Investment Advisory
- Investments
- Loans
- Management
- Microsoft Office
- Musicians
- Mutual Funds
- Presenter
- Product Development
- Program Management
- Proposal Management
- Proposal Writing
- Relationship Management
- Retail Banking
- Retirement Planning
- Risk Management
- Sales
- Sales & Marketing
- Sales Coach
- Sales Management
- Sales Processes
- Securities
- Selling
- Series 66
- Series 7
- Strategic Planning
- Talent Management
- Treasury Management
- Trust Services
- Trusts
- Wealth Management
- Wealth Management Services
Jonathan Connolly Summary
- Jonathan Connolly, based in Philadelphia, PA, US, is currently a Senior Managing Director at Enterprise Trust, a Lido Company. Jonathan Connolly brings experience from previous roles at Wealth Advisors Trust Company, Wealthspire Trust, Wealthspire Advisors and Comerica Bank. Jonathan Connolly holds a 1998 - 1999 Paralegal in Banking, Corporate, Finance, and Securities Law @ Main Line Paralegal Institute. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Protection, Banking and more. Jonathan Connolly has 1 emails and 1 mobile phone numbers on RocketReach.
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