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Jonathan Dunham Location
Boston, MA, US
Jonathan Dunham Work
2026 -now Principal | Wealth Advisor @
2025 -now Senior M and A Consultant @
now M and A Consultant @
now Associate Consultant, Practice Management @
now Associate Client Advisor @
now Senior Client Service Associate @
now Client Service Associate @
now Business Operations @
now Credit Analyst Trainee @
now Financial Representative @
now Sales Intern (CampusLive) @
now Lending Intern @
Jonathan Dunham Education
Bentley University
Master’s Degree (Financial Planning)
2015-2016
University of New Hampshire - Whittemore School of Business and Economics
Business Administration (Management; Marketing)
2008-2012
Lexington High School 2004-2008
Jonathan Dunham Skills
Leadership
Social Media
Public Speaking
Salesforce.com
Corporate Finance
Cold Calling
Tax Analysis
Event Planning
Start Ups
Business Development
Market Research
Finance
Advertising
Fundraising
Commercial Banking
Sales Management
Marketing
Microsoft Excel
Customer Service
Social Media Marketing
Management
Credit Analysis
Research
Jonathan Dunham Summary
Jonathan Dunham, based in Boston, MA, US, is currently a Senior M and A Consultant at Commonwealth Financial Network. Jonathan Dunham brings experience from previous roles at Cerity Partners, Commonwealth Financial Network and Daintree Advisors LLC. Jonathan Dunham holds a 2015 - 2016 Master’s Degree in Financial Planning @ Bentley University. With a robust skill set that includes Leadership, Social Media, Public Speaking, Salesforce.com, Corporate Finance and more. Jonathan Dunham has 3 emails and 1 mobile phone numbers on RocketReach.
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