Jonathan Dunham Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Jonathan Dunham Location
- Boston, MA, US
Jonathan Dunham Work
- Principal | Wealth Advisor @ (May 2026 - Present)
- Senior M and A Consultant @ (January 2025 - April 2026)
- M and A Consultant @ (January 2023 - January 2025)
- Associate Consultant, Practice Management @ (January 2022 - January 2023)
- Associate Client Advisor @ (January 2020 - January 2022)
- Senior Client Service Associate @ (January 2019 - January 2020)
- Client Service Associate @ (January 2016 - January 2019)
- Business Operations @ (January 2014 - January 2016)
- Credit Analyst Trainee @ (January 2014 - January 2014)
- Financial Representative @ (January 2013 - January 2014)
- Sales Intern (CampusLive) @ (January 2011 - January 2012)
- Lending Intern @ (January 2009 - January 2011)
Jonathan Dunham Education
- Bentley University
Master’s Degree (Financial Planning)
2015-2016 - UNH Peter T. Paul College of Business and Economics
Business Administration (Management; Marketing)
2008-2012 - Lexington High School 2004-2008
Jonathan Dunham Skills
- Business Analysis
- Business Valuation
- Client Relations
- Entrepreneurship
- Financial Analysis
- Financial Planning
- Helping Clients
- Interpersonal Skills
- Negotiation
- Practice Management
- Writing
- 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 Principal | Wealth Advisor at Cerity Partners. Jonathan Dunham brings experience from previous roles at 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 Business Analysis, Business Valuation, Client Relations, Entrepreneurship, Financial Analysis and more. Jonathan Dunham has 2 emails and 1 mobile phone numbers on RocketReach.
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