Jonathan Kendall Email & Phone Number
Financial Advisor, Senior Vice President - Wealth Management @ UBS Group AG
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Jonathan Kendall Location
- Omaha, NE, US
Jonathan Kendall Work
- 2000 -now Financial Advisor, Senior Vice President - Wealth Management @
Jonathan Kendall Education
- Dalhousie University
Master of Business Administration (MBA) (Finance, Marketing)
1977-1979 - Hartwick College
Bachelor's degree (Economics)
1972-1976 - Watertown High
Jonathan Kendall Skills
- Series 7, Wealth Management, Retirement Planning
- Strategic Financial Planning
- Asset Allocation
- Investment Advisory, 401k and Profit Sharing, Financial Planning
- Long Term Care Insurance Planning
- Life Insurance Planning
- Education/529 Planning
- Asset Protection Planning
- Asset Allocation Planning
- Securities Backed Lending Planning
- Leadership
- 401K And Profit Sharing
- Retirement Planning
- Financial Planning
- Business Development
- Securities Backed
- Finance
- Investment Advisory
- Asset Protection
- Wealth Management
- Customer Service
- Long Term Care
- Wealth
- Strategic Financial
- Series 7
Jonathan Kendall Summary
- Jonathan Kendall, based in Omaha, NE, US, is currently a Financial Advisor, Senior Vice President - Wealth Management at UBS Wealth Management. Jonathan Kendall holds a 1977 - 1979 Master of Business Administration (MBA) in Finance, Marketing @ Dalhousie University. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Strategic Financial Planning, Asset Allocation, Investment Advisory, 401k and Profit Sharing, Financial Planning, Long Term Care Insurance Planning and more. Jonathan Kendall has 3 emails on RocketReach.
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Top UBS Group AG Employees
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Yeong-Wei Chua
Chief Operating Officer
Shenzhen, Guangdong Province, CN
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
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Daniel Hunziker
CEO Pension Fund Credit Suisse Group (Switzerland)
Zurich, Switzerland
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