Jonathan Cruz's Location
New York, NY, US
Jonathan Cruz's Work
- Senior Account Manager @ Nova 401(k) Associates
- Retirement Plan Consultant @ Ascensus
- Senior Retirement Plan Administrator @ Northeast Professional Planning Group, Inc.
- Retirement Plan Specialist @ PROFESSIONAL PENSION PLANNERS, INC.
- Compliance Analyst @ Pentegra Retirement Services
- Plan Specialist @ Transamerica
- Compliance Analyst @ Pentegra Retirement Services
- 401K Account Representative @ Pentegra Retirement Services
Jonathan Cruz's Education
- Concordia College-New York
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
2003 - 2006 - Boston University
General Studies
2001 - 2003
Jonathan Cruz's Skills
- Alternative Investments
- Financial Advisory
- Pensions
- Fixed Income
- Defined Contribution
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
Jonathan Cruz's Summary
Jonathan Cruz, based in New York, NY, US, is currently a Senior Account Manager at Nova 401(k) Associates, bringing experience from previous roles at Ascensus, Northeast Professional Planning Group, Inc., PROFESSIONAL PENSION PLANNERS, INC. and Pentegra Retirement Services. Jonathan Cruz holds a 2003 - 2006 Bachelor of Business Administration (B.B.A.) in Business Administration and Management, General @ Concordia College-New York. With a robust skill set that includes Alternative Investments, Financial Advisory, Pensions, Fixed Income, Defined Contribution and more, Jonathan Cruz contributes valuable insights to the industry. Jonathan Cruz has 3 emails on RocketReach.
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