Jonathan Currie Email
Vice President; GWIM Group Operations Manager @ Merrill Lynch
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Jonathan Currie Location
- United States
Jonathan Currie Work
- Vice President; GWIM Group Operations Manager @ (February 2022 - Present)
- Vice President; Sr Business Control Specialist @ (February 2019 - February 2022)
- Assistant Vice President; GWIM Sr Team Operations Mgr @ (December 2016 - February 2019)
- GWIM Ops Team Manager @ (October 2016 - December 2016)
- GWIM Ops Team Lead @ (December 2015 - October 2016)
- Client Services Representative @ (August 2014 - December 2015)
- Public Safety Telecommunicator @ Hunterdon County Department of Public Safety - Communications (October 2009 - August 2014)
Jonathan Currie Education
- The College of New Jersey
Bachelor of Arts (B.A.) (History)
2005-2009
Jonathan Currie Skills
- Event Planning
- Sales
- Microsoft Excel
- Telecommunications
- Microsoft Word
- Team Leadership
- Customer Service
- Marketing
- Microsoft Office
- PowerPoint
- Public Relations
- Social Media
- Marketing Strategy
- Analysis
- Direct Marketing
- Cross Selling
- Channel Optimization
- Sales Management
- Retirement
- Series 7
- IRAs
- CRM
- Financial Analysis
- Leadership
- Strategy
- Wealth Management
- Salesforce.com
- Program Management
- Financial Advisory
- Investments
- Management
- Series 63
- Mergers
- Investment Management
- Business Strategy
- Finance
- Retirement Planning
- Business Development
- Defined Contribution
- Relationship Management
- Options
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Banking
- Competitive Analysis
- Enterprise Software
- Equities
- Financial Services
- Fixed Income
- Risk Management
- Sales Operations
- Securities
- Team Management
- Wealth Management Services
- Wealth
- 401 Retirement Savings Plans
- Series 6
Jonathan Currie Summary
- Jonathan Currie, based in United States, is currently a Vice President; GWIM Group Operations Manager at Merrill Lynch. Jonathan Currie brings experience from previous roles at Merrill Lynch. Jonathan Currie holds a 2005 - 2009 Bachelor of Arts (B.A.) in History @ The College of New Jersey. With a robust skill set that includes Event Planning, Sales, Microsoft Excel, Telecommunications, Microsoft Word and more. Jonathan Currie has 1 emails on RocketReach.
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