Jonathan Fischer Email & Phone Number
Strategic Account Executive @ Level AI
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Jonathan Fischer Location
- Durango, CO, US
Jonathan Fischer Work
- 2025 -now Strategic Account Executive @
- 2024 -2025 Account Executive @
- 2021 -2024 Director- Enterprise Sales West @
- 2019 -2021 Regional Sales Director- Mountain @
- 2018 -2019 Global Strategic Director- Speech and Engagement Analytics @
- 2017 -2018 Strategic Director- Workforce Optimization @
- 2011 -2016 Assistant Vice President- Client Relations @
- 2006 -2011 Managing Director @
- 2001 -2005 Senior Investment Consultant @
- 1997 -2001 Investment Associate @
Jonathan Fischer Education
- Marquette University
Finance (Finance, Economics, Business Management)
1997-2000 - Purdue University
Studied Environmental Engineering (Environmental Sciences, Business Management)
1996-1997
Jonathan Fischer Skills
- Leadership
- Alternative Investments
- Series 63
- Financial Advisory
- Fixed Annuities
- Salesforce.com
- Fixed Income
- Insurance
- Retirement Planning
- Sales
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Relationship Management
- Vendor Management
- Finance
- Series 6
- 401k
- Process Improvement
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Workforce Management
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Strategy
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Contact Centers
- Risk Management
- Asset Management
- Financial Analysis
- Business Process Improvement
- Management
- Retirement
- Series 7
- Securities
- Investment Management
- Consulting
- Business Development
- 401K Retirement Savings Plans
- Customer Service
- Business Strategy
- Project Management
- 401 Retirement Savings Plans
Jonathan Fischer Summary
- Jonathan Fischer, based in Durango, CO, US, is currently a Strategic Account Executive at Level AI. Jonathan Fischer brings experience from previous roles at Playvox by NICE, Playvox, Calabrio, Inc. and Aspect Software. Jonathan Fischer holds a 1997 - 2000 Finance in Finance, Economics, Business Management @ Marquette University. With a robust skill set that includes Leadership, Alternative Investments, Series 63, Financial Advisory, Fixed Annuities and more. Jonathan Fischer has 1 emails and 3 mobile phone numbers on RocketReach.
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