Jonathan Crawford Location
- Birmingham, AL, US
Jonathan Crawford Work
- 2020 -now Senior Wealth Advisor @
- 2010 -2020 Senior Vice President, Regional Director for Alabama, Columbus, GA and Florida Panhandle @
- 2006 -2010 Vice President, Wealth Team Director for East Tennessee @ BB&T Wealth Management
- 1998 -2006 Vice President, Director of Private Banking @ Colonial BancGroup
Jonathan Crawford Education
- Auburn University
(International Business, Finance)
- American Bankers Association (ABA)
Private Wealth School (Family Office, Wealth Management and Advanced Planning Strategies)
- Bank Administration Institute (BAI) Graduate School of Banking
Graduate with Honors
Jonathan Crawford Skills
- Wealth
- Wealth Management
- Investments
- Series 7
- Credit
- Loans
- Series 63
- Financial Services
- Retirement Planning
- Portfolio Management
- Business Development
- Microsoft Excel
- Marketing
- Customer Service
- Financial Analysis
- Sales
- Banking
- Research
- Management
- Project Management
- Training
Jonathan Crawford Summary
- Jonathan Crawford, based in Birmingham, AL, US, is currently a Senior Wealth Advisor at Keel Point. Jonathan Crawford brings experience from previous roles at BB&T, BB&T Wealth Management and Colonial BancGroup. Jonathan Crawford holds a Auburn University. With a robust skill set that includes Wealth, Wealth Management, Investments, Series 7, Credit and more. Jonathan Crawford has 4 emails and 4 mobile phone numbers on RocketReach.
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Top Keel Point Employees
Jason Blount
Chief Financial Officer
Owens Cross Roads, AL, US
Joseph Moore
Chief Wealth Officer
Arlington, VA, US
Tony Benson
Senior Portfolio Manager
Alexandria, VA, US
Jonathan Crawford
Senior Wealth Advisor
Birmingham, AL, US
Tim Doozan
Senior Wealth Advisor
Purcellville, VA, US
Courtney Green
Senior Investment Operations Manager
Huntsville, AL, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
Lyle Minton
Chief Investment Officer
Huntsville, AL, US
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