Jonathan Ferrara Email & Phone Number
COO - Vestwell Trust Co. and Head of Custody Platform Solutions @ Vestwell
Jonathan Ferrara's Location
Princeton, NJ, US
Jonathan Ferrara's Work
- COO - Vestwell Trust Co. and Head of Custody Platform Solutions @ Vestwell
- SVP - Platform Strategy and Architecture @ Vestwell
- SVP - Ops and Platform Architecture @ Vestwell
- SVP - Head of Product and Ops @ Vestwell
- Senior Vice President - Head of Product Managment @ Optavia
- Associate - Project Management @ JPMorgan Chase & Co.
- Officer - Project Management and Business Analyst @ Boston Financial Data Services
- Officer - Business Analyst @ State Street
Jonathan Ferrara's Education
- Boston College
Bachelor of Science (BS) (Finance, General)
- Rutgers University - Newark
MBA (Business Strategy and Information Technology)
Jonathan Ferrara's Skills
- Equities
- Fixed Income
- Wealth Management
- Securities
- Project Management
- Mutual Funds
- Portfolio Management
- Product Development
- Financial Services
- Investment Strategies
Jonathan Ferrara's Summary
Jonathan Ferrara, based in Princeton, NJ, US, is currently a COO - Vestwell Trust Co. and Head of Custody Platform Solutions at Vestwell, bringing experience from previous roles at Vestwell and FolioDynamix. Jonathan Ferrara holds a Bachelor of Science (BS) in Finance, General @ Boston College. With a robust skill set that includes Equities, Fixed Income, Wealth Management, Securities, Project Management and more, Jonathan Ferrara contributes valuable insights to the industry. Jonathan Ferrara has 4 emails and 1 mobile phone number on RocketReach.
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Joshua Forstater
Managing Director, Head of Workplace Sales and Distribution at Vestwell
Philadelphia, PA, US33
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