Jonathan Elliott Email & Phone Number
Managing Partner @ Optima Capital Management
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Jonathan Elliott Location
- Scottsdale, AZ, US
Jonathan Elliott Work
- 2019 -now Managing Partner @
- 2011 -2019 Senior Resident Director @
- 2003 -2019 Vice President @
- 2010 -2011 Complex Sales Manager @
Jonathan Elliott Education
- Arizona State University
Bachelor of Science (B.S.) (Marketing)
1998-2002
Jonathan Elliott Skills
- Wealth Management
- Portfolio Management
- Finance
- Retirement Planning
- Investments
- Mutual Funds
- Asset Allocation
- Financial Advisory
- Investment Advisory
- Trading
- Management
- Leadership
- Series 63
- Uniform Combined State Law
- Series 7
- Team Building
- Project Management
- Microsoft Word
- Public Speaking
- Advisory
Jonathan Elliott Summary
- Jonathan Elliott, based in Scottsdale, AZ, US, is currently a Managing Partner at Optima Capital Management. Jonathan Elliott brings experience from previous roles at Merrill Lynch. Jonathan Elliott holds a 1998 - 2002 Bachelor of Science (B.S.) in Marketing @ Arizona State University. With a robust skill set that includes Wealth Management, Portfolio Management, Finance, Retirement Planning, Investments and more. Jonathan Elliott has 1 emails and 1 mobile phone numbers on RocketReach.
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