Jonathan Dwyer Email & Phone Number
Institutional Relationship Manager @ SEI
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Jonathan Dwyer Location
- Philadelphia, PA, US
Jonathan Dwyer Work
- 2015 - now Institutional Relationship Manager @
- 2013 - 2015 Relationship Manager @ MB Advisors
- 2008 - 2012 Senior Associate - Institutional Client Portfolio Management Team @
- 2004 - 2008 Analyst – Institutional Sales and Consultant Relations Team @
Jonathan Dwyer Education
- University of Massachusetts, Amherst
Bachelor of Arts (B.A.) (Economics)
1999 - 2003
Jonathan Dwyer Skills
- Bloomberg
- Relationship Management
- Fixed Income
- Equities
- Alternative Investments
- Financial Markets
- Barclays Point
- Markit Hub
- SalesLogix
- ClientLogix
- FactSet
- Consultant Relations
- Due Diligence
- Institutional Investing
- Series 6
- Series 63
- Asset Allocation
- Client Service Oriented
- Financial Services
- Hedge Funds
- Investment Strategies
- Client Services
- Institutional Investments
- Investments
- Asset Management
- Public Speaking
- Portfolio Management
- Marketing
- Training
- Institutional
Jonathan Dwyer Summary
- Jonathan Dwyer, based in Philadelphia, PA, US, is currently a Institutional Relationship Manager at SEI. Jonathan Dwyer brings experience from previous roles at MB Advisors, Income Research + Management and MFS Investment Management. Jonathan Dwyer holds a 1999 - 2003 Bachelor of Arts (B.A.) in Economics @ University of Massachusetts, Amherst. With a robust skill set that includes Bloomberg, Relationship Management, Fixed Income, Equities, Alternative Investments and more. Jonathan Dwyer has 3 emails and 1 mobile phone numbers on RocketReach.
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