Jonathan Dunning Email & Phone Number
Intermediary Retirement Relationship Manager @ TruStage
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Jonathan Dunning Location
- Austin, TX, US
Jonathan Dunning Work
- 2026 -now Intermediary Retirement Relationship Manager @
- 2023 -2026 Plan Services Consultant III @
- 2019 -2023 Plan Services Consultant II @
- 2016 -2019 Conversion Consultant @
- 2011 -2016 Defined Contribution Compliance Specialist @
- 2010 -2011 Retirement Plans Representative @
- 2009 -2010 Assistant Plan Analyst @ Retirement Planning Services, Inc.
- 2007 -2009 Financial Planning Assistant @ Charter Financial Resources, LLC
- 2004 -2007 Productivity Consultant @
- 2006 -2006 Marketing Intern @
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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