Jonathan Gomes Email & Phone Number

Director, Consultant Relations- Institutional Investor Group @ Vanguard

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Jonathan Gomes Location

Charlotte, NC, US

Jonathan Gomes Work

2022 - now Director, Consultant Relations- Institutional Investor Group @ Vanguard
2019 - 2022 Managing Director- Consultant Relations, Retirement Plan Services @ Nationwide Financial
2017 - 2019 National Director of Consultant Relations, Institutional Retirement Plan Services @ Lincoln Financial Group

2013 - 2017 Director Consultant Relations, Institutional Retirement Plan Services @ Lincoln Financial Group
2008 - 2013 Manager, Retirement Strategy and Compliance @ Family Dollar
2006 - 2008 Supervisor, Retirement Strategy and Compliance @ Family Dollar
2003 - 2006 401(k) Compliance Analyst @ Wells Fargo

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Jonathan Gomes Education

East Carolina University
1994 - 1999
Charlotte Catholic High School
1990 - 1994

Jonathan Gomes Skills

Financial Modeling
Retail
Customer Service

Retirement Strategy and Plan Design
Compliance
Compliance Testing
Strategic Communications
Microsoft Office
Retirement Planning
Financial Forecasting

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Jonathan Gomes Summary

Jonathan Gomes, based in Charlotte, NC, US, is currently a Director, Consultant Relations- Institutional Investor Group at Vanguard. Jonathan Gomes brings experience from previous roles at Nationwide Financial, Lincoln Financial Group and Family Dollar. Jonathan Gomes holds a 1994 - 1999 East Carolina University. With a robust skill set that includes Financial Modeling, Retail, Customer Service, Retirement Strategy and Plan Design, Compliance and more. Jonathan Gomes has 3 emails and 2 mobile phone numbers on RocketReach.

Jonathan Gomes Emails

Found 3 emails

Jonathan Gomes Phone Numbers

Found 3 phone numbers

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