Senior Mortgage Banker @ (April 2012 - February 2014)
Institutional Relationship Manager and Trader @ (September 2009 - April 2012)
Global Portfolio Management Analyst @ (February 2008 - January 2009)
Director - Investments @ (April 2007 - January 2008)
Equity Investment Liaison @ (September 1999 - April 2007)
Jonathan Crooks Education
Randolph-Macon College
Bachelor of Science (Mathematics)
1999
Jonathan Crooks Skills
Asset Allocation
Asset Management
Communication
Critical Thinking
Customer Experience
Customer Experience Management
Customer Relationship Management (CRM)
Customer Service Management
Customer-Focused Selling
Digital Strategy
Equities
FINRA
Financial Services
Fixed Income
Institutional
Investment Advisory
Investment Management
Investment Strategies
Investments
Mutual Funds
Needs Assessment
Portfolio Management
Relationship Management
Securities
Series 63
Series 7
Trading
Wealth Management
Working Experience
Jonathan Crooks Summary
Jonathan Crooks, based in Washington, DC, US, is currently a Vice President, Institutional and Private Wealth Consultant at T. Rowe Price. Jonathan Crooks brings experience from previous roles at T. Rowe Price, Direct Mortgage Loans and Fai Wealth Management. Jonathan Crooks holds a Bachelor of Science in Mathematics @ Randolph-Macon College. With a robust skill set that includes Asset Allocation, Asset Management, Communication, Critical Thinking, Customer Experience and more. Jonathan Crooks has 1 emails on RocketReach.
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