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Jonathan Cooley Location
Boston, MA, US
Jonathan Cooley Work
2024 -now National Account Manager @
2000 -2024 Relationship Management @
1998 -2000 Regional Marketing Associate @
1994 -1998 Financial Advisor @
Jonathan Cooley Education
Tufts University
BA (Economics)
1990-1994
Jonathan Cooley Skills
Financial Advisory
Series 65
Separately Managed Accounts
Insurance
Finance
Fixed Annuities
Management
New Business Development
Fixed Income
Strategic Financial Planning
Series 24
FINRA
Capital Markets
Investment Management
ETFs
Accounting
Financial Modeling
Salesforce.com
Bloomberg
Financial Analysis
Research
Marketing Strategy
Portfolio Management
Services
Financial Services
Strategic Planning
Microsoft Office
Jonathan Cooley Summary
Jonathan Cooley, based in Boston, MA, US, is currently a National Account Manager at Franklin Templeton. Jonathan Cooley brings experience from previous roles at Putnam Investments and John Hancock Life Insurance Company (U.S.A.). Jonathan Cooley holds a 1990 - 1994 BA in Economics @ Tufts University. With a robust skill set that includes Financial Advisory, Series 65, Separately Managed Accounts, Insurance, Finance and more. Jonathan Cooley has 2 emails and 1 mobile phone numbers on RocketReach.
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