Jonathan Joseph Email & Phone Number
Vice President, External Investing Group (XIG) @ Goldman Sachs
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Jonathan Joseph Location
- Miami, FL, US
Jonathan Joseph Work
- 2024 - now Vice President, External Investing Group (XIG) @
- 2022 - 2023 Head of Business Development @ Trend Capital Management LP
- 2021 - 2022 Senior Portfolio Manager, Foundations and Institutions @
- 2016 - 2021 Senior Consultant (Institutional) @
- 2014 - 2016 Senior Investment Analyst @
- 2011 - 2014 Consultant Relations and Software Sales @
- 2007 - 2010 Internal Wholesaler and Operations Specialist @
Jonathan Joseph Education
- Bentley University
Bachelor of Science - BS (Business Management)
2003 - 2007
Jonathan Joseph Skills
- Leadership
- Product Marketing
- Presentation Skills
- Customer Relationship Management Crm
- Towers
- Consulting
- Social Media
- Salesforce.com
- Account Management
- Sales
- Event Planning
- Customer Retention
- Sales Operations
- Investments
- Helping Clients
- Relationship Management
- Market Research
- Competitive Analysis
- FactSet
- Asset Allocation
- Strategy
- Financial Services
- Morningstar
- Sales Management
- Mutual Funds
- Building Relationships
- Program Management
- Morningstar Direct
- Marketing
- Asset Management
- Time Management
- Schneider
- Social Media Marketing
- Product Development
- Analytics
- Sales Presentations
- CRM
- Analysis
- Portfolio Management
- Business Development
- Analytical Skills
- Customer Relationship Management
Jonathan Joseph Summary
- Jonathan Joseph, based in Miami, FL, US, is currently a Vice President, External Investing Group (XIG) at Goldman Sachs. Jonathan Joseph brings experience from previous roles at Trend Capital Management LP, Northern Trust Corporation, Fiducient Advisors and Willis Towers Watson. Jonathan Joseph holds a 2003 - 2007 Bachelor of Science - BS in Business Management @ Bentley University. With a robust skill set that includes Leadership, Product Marketing, Presentation Skills, Customer Relationship Management Crm, Towers and more. Jonathan Joseph has 2 emails and 1 mobile phone numbers on RocketReach.
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