Jonathan Lyphout Email & Phone Number
Financial Planner @ SmithConway
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Jonathan Lyphout Location
- Coppell, TX, US
Jonathan Lyphout Work
- Financial Planner @ (April 2018 - Present)
- Financial Representative | Financial Advisor with MWA Financial Services @ (February 2016 - April 2018)
- Senior Project Analyst @ (December 2014 - March 2016)
- Commercial Innovation Project Lead @ (June 2013 - December 2014)
- Assistant Vice President, Business Development @ (October 2012 - June 2013)
- Senior IT Business and Project Analyst @ (September 2010 - September 2012)
- IT Management Associate Program @ (July 2008 - September 2010)
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 and 1 mobile phone numbers on RocketReach.
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