Jonathan Koenig Email & Phone Number
Portfolio Counselor @ Fisher Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jonathan Koenig Location
- Tampa, FL, US
Jonathan Koenig Work
- Portfolio Counselor @ (October 2026 - Present)
- Client Operations Manager @ (July 2021 - Present)
- Client Service Associate @ (June 2019 - July 2021)
Jonathan Koenig Education
- Penn State University
Bachelor of Science (Major: Energy Business and Finance - Minor: Entrepreneurship and Innovation)
2015-2019
Jonathan Koenig Skills
- Analytical Skills
- Finance
- Financial Analysis
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Research
- Teamwork
- Time Management
- Trading
- Valuation
Jonathan Koenig Summary
- Jonathan Koenig, based in Tampa, FL, US, is currently a Portfolio Counselor at Fisher Investments. Jonathan Koenig brings experience from previous roles at Fisher Investments. Jonathan Koenig holds a 2015 - 2019 Bachelor of Science in Major: Energy Business and Finance - Minor: Entrepreneurship and Innovation @ Penn State University. With a robust skill set that includes Analytical Skills, Finance, Financial Analysis, Leadership, Microsoft Excel and more. Jonathan Koenig has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Jonathan Koenig?
Find contact details for 700 million professionals.
Top Fisher Investments Employees
Matt Bradarich
Vice President
Wesley Chapel, FL, US
Jonathan Thuma
Vice President, Senior Relationship Manager
Colorado Springs, CO, US
Marc Seymer
Executive Vice President, Corporate Finance
Portland, OR, US
Alison Fowler
Vice President Global Media and Marketing Private Client Group
San Francisco, CA, US
Peter Chizever
Senior Vice President - Strategic Partnerships
California, United States
Rachel Winfield
Vice President - System and Data Analytics
Palo Alto, CA, US
Jonathon Dues
Vice President, U.S. Defined Contribution
Chicago, IL, US
Jared Haggard
VP - Client Services
Plano, TX, US
Chance Beebe
Regional Vice President
St. Louis, MO, US
Judith Stevens
Marketing VP of New Strategic Initiatives
Brush Prairie, WA, US
Eddie Levin
Vice President
San Francisco, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co