Jonathan Fischer Email & Phone Number
Senior Family Advisor @ Walton Enterprises
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Jonathan Fischer Location
- Denver, CO, US
Jonathan Fischer Work
- 2025 -now Senior Family Advisor @
- 2019 -2025 Family Advisor @
- 2018 -2019 Associate @
- 2016 -2018 Analyst @
- 2014 -2016 Financial Analyst @
- 2008 -2010 Volunteer Representative @
Jonathan Fischer Education
- Yale School of Management
Executive Education Program (Wealth Management Theory & Practice)
2025 - Brigham Young University
Bachelor of Science (Finance - Emphasis in Asset Management)
Jonathan Fischer Skills
- Leadership
- PowerPoint
- Customer Relations
- Public Speaking
- Capital IQ
- Financial Modeling
- Data Analysis
- Bloomberg
- Team Management
- Team Leadership
- Microsoft Office
- Microsoft Word
- Bloomberg Terminal
- Risk Management
- Microsoft Excel
- Customer Service
- Financial Analysis
- Portuguese
- Valuation Modeling
- Research
- People Oriented
- Organizational Leadership
- Client Service
- Analysis
- Investments
- Asset Management
- Investment Management
- Portfolio Management
- Management
- Finance
- Project Management
- Organization Skills
- Business Relationship Management
Jonathan Fischer Summary
- Jonathan Fischer, based in Denver, CO, US, is currently a Senior Family Advisor at Walton Enterprises. Jonathan Fischer brings experience from previous roles at Walton Enterprises, ICONIQ Capital and Goldman Sachs. Jonathan Fischer holds a Executive Education Program in Wealth Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Leadership, PowerPoint, Customer Relations, Public Speaking, Capital IQ and more. Jonathan Fischer has 1 emails and 2 mobile phone numbers on RocketReach.
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Catherine Garner
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Rupal Poltack
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Sean Evans
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Karen Reppy
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