Jonathan Dunning Email & Phone Number
Intermediary Retirement Relationship Manager @ TruStage
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Jonathan Dunning Location
- Austin, TX, US
Jonathan Dunning Work
- Intermediary Retirement Relationship Manager @ (March 2026 - Present)
- Plan Services Consultant III @ (August 2023 - March 2026)
- Plan Services Consultant II @ (December 2019 - August 2023)
- Conversion Consultant @ (November 2016 - December 2019)
- Defined Contribution Compliance Specialist @ (August 2011 - November 2016)
- Retirement Plans Representative @ (June 2010 - August 2011)
- Assistant Plan Analyst @ Retirement Planning Services, Inc. (April 2009 - June 2010)
- Financial Planning Assistant @ Charter Financial Resources, LLC (March 2007 - April 2009)
- Productivity Consultant @ (August 2004 - July 2007)
- Marketing Intern @ (June 2006 - August 2006)
Jonathan Dunning Education
- Metropolitan State University of Denver
BA, Modern Languages - German (Modern Languages - German)
2004-2007
Jonathan Dunning Skills
- Finance
- 401K Retirement Savings Plans
- Customer Service
- Financial Analysis
- Analysis
- Financial Services
- 401 Retirement Savings Plans
Jonathan Dunning Summary
- Jonathan Dunning, based in Austin, TX, US, is currently a Intermediary Retirement Relationship Manager at TruStage. Jonathan Dunning brings experience from previous roles at TruStage and Charles Schwab. Jonathan Dunning holds a 2004 - 2007 BA, Modern Languages - German in Modern Languages - German @ Metropolitan State University of Denver. With a robust skill set that includes Finance, 401K Retirement Savings Plans, Customer Service, Financial Analysis, Analysis and more. Jonathan Dunning has 2 emails and 2 mobile phone numbers on RocketReach.
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