Jonathan Lyphout Email & Phone Number
Financial Planner @ SmithConway
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Jonathan Lyphout Location
- Coppell, TX, US
Jonathan Lyphout Work
- 2018 -now Financial Planner @
- 2016 -2018 Financial Representative | Financial Advisor with MWA Financial Services @
- 2014 -2016 Senior Project Analyst @
- 2013 -2014 Commercial Innovation Project Lead @
- 2012 -2013 Assistant Vice President, Business Development @
- 2010 -2012 Senior IT Business and Project Analyst @
- 2008 -2010 IT Management Associate Program @
Jonathan Lyphout Education
- University of Notre Dame 2004-2008
Jonathan Lyphout Skills
- Leadership
- Development
- Customer Relationship Management Crm
- Information Security
- Salesforce.com
- Requirements Management
- Cross Functional Team
- Retirement Planning
- Sales
- Financial Planning
- Data Analysis
- Sales Operations
- Business Development
- Business Analysis
- Vendor Management
- Software Documentation
- Finance
- Process Improvement
- 401k
- Visio
- Strategic Planning
- Process Simplification
- Strategy
- Wealth Management
- Life Insurance
- Program Management
- New Business Development
- Cross Functional Team Leadership
- Training
- Long Term Care
- Disability Insurance
- Personal Financial Planning
- Liaison
- Business Process Improvement
- Commercial Leasing
- Management
- 401k Rollovers
- Financial Reporting
- Project Management
- Analytics
- CRM
- IT Management
- Employee Benefits
- Securities
- Siebel
- Keys
- Customer Relationship Management
Jonathan Lyphout Summary
- Jonathan Lyphout, based in Coppell, TX, US, is currently a Financial Planner at SmithConway. Jonathan Lyphout brings experience from previous roles at Modern Woodmen of America, DaVita Kidney Care and GE Capital. Jonathan Lyphout holds a 2004 - 2008 University of Notre Dame. With a robust skill set that includes Leadership, Development, Customer Relationship Management Crm, Information Security, Salesforce.com and more. Jonathan Lyphout has 1 emails on RocketReach.
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Top SmithConway Employees
Adrienne Upchurch
Founder and Managing Member
Texas, United States
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