Jonathan Fox Email & Phone Number
Department Supervisor and Supervision @ Pinnacle Investments, LLC
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Jonathan Fox Location
- Rochester, NY, US
Jonathan Fox Work
- 2022 -now Department Supervisor and Supervision @
- 2019 -2022 Compliance Manager, Fixed Income @
- 2008 -2019 Compliance Manager, Municipal Bond Division @
- 2005 -2007 Premier Relationship Manager @
Jonathan Fox Education
- University of Illinois Urbana-Champaign
Bachelor's degree (Finance, General)
1988-1992 - Georgia State University
- Georgia State University
Master of Business Administration - MBA (Marketing)
Jonathan Fox Skills
- Series 7 66 24 53 & 4
- Series 7, 66, 24, 53
- Financial Services
- Investments
- Finance
- Wealth Management
- Financial Risk
- Mutual Funds
- Banking
- Securities
- Compliance Monitoring
- Fixed Income
- Retail Banking
- Investment Advisory
- Risk Management
- High-Level Relationship Management
- Regulatory Compliance
Jonathan Fox Summary
- Jonathan Fox, based in Rochester, NY, US, is currently a Department Supervisor and Supervision at Pinnacle Investments, LLC. Jonathan Fox brings experience from previous roles at Invesco US, OppenheimerFunds and HSBC. Jonathan Fox holds a 1988 - 1992 Bachelor's degree in Finance, General @ University of Illinois Urbana-Champaign. With a robust skill set that includes Series 7 66 24 53 & 4, Series 7, 66, 24, 53, Financial Services, Investments, Finance and more. Jonathan Fox has 1 emails and 2 mobile phone numbers on RocketReach.
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