Chief Compliance Officer and Operations Manager @ Fortress Retirement, Inc. (July 2014 - August 2017)
LPL Registered Administrative Assistant and Operations Manager @ (January 2008 - June 2012)
Registered Advisor @ TriStar Income Tax & LPL Financial (April 2005 - November 2008)
Registered Operations Manager @ Tristar Income Tax & LPL Financial (April 2005 - November 2008)
Jonathan Mazid Education
Claremont Graduate University
Master's Degree
2012-2014
University of California, Santa Barbara
BA (Business Economics)
1999-2003
Santa Monica College
(Art, Art History)
2005
Santa Monica College 2005
Jonathan Mazid Skills
Word
Securities
Investments
Microsoft Office
English
Customer Relations
Customer Service
Editing
Budgeting
Excel
Research
Writing
Operations Management
Problem Solving
Microsoft Excel
Microsoft Word
Budgets
Strategic Financial Planning
Painting
Art
Fine Art
Financial Planning
Bitcoin
Event Planning
Data Analysis
Business Development
Contemporary Art
Finance
Strategic Planning
Sculpture
Mutual Funds
Marketing
Risk Management
Financial Analysis
Cryptocurrency
Regulatory Compliance
Blockchain
Management
Oil Painting
Strategic Financial
Trading
Compliance Management
Conceptual Art
Jonathan Mazid Summary
Jonathan Mazid, based in New York, NY, US, is currently a Vice President, Operations Manager at Womack Wealth Management. Jonathan Mazid brings experience from previous roles at Fortress Retirement, Inc., Rose Greene Financial, TriStar Income Tax & LPL Financial and Tristar Income Tax & LPL Financial. Jonathan Mazid holds a 2012 - 2014 Master's Degree @ Claremont Graduate University. With a robust skill set that includes Word, Securities, Investments, Microsoft Office, English and more. Jonathan Mazid has 2 emails and 2 mobile phone numbers on RocketReach.
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