Jonathan McQuade Email & Phone Number
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Jonathan McQuade Location
- Austin, TX, US
Jonathan McQuade Work
- Partner @ (August 2026 - Present)
- Senior Wealth Advisor @ (November 2018 - Present)
- Managing Principal and Founder @ Seven Cedars Wealth Management (December 2017 - December 2018)
- Wealth Advisor @ (May 2016 - September 2017)
- Associate Advisor @ Lakeview Financial Group, LLC (January 2014 - March 2016)
- Director @ (July 2012 - October 2013)
- Senior Manager of Business Consulting Services @ (December 2009 - August 2012)
- Retirement Plan Services @ (May 2009 - September 2009)
- Financial Analyst - Practice Management @ (May 2007 - January 2009)
Jonathan McQuade Education
- St. Edward's University
Bachelor (Finance)
2003-2007
Jonathan McQuade Skills
- Portfolio Management
- Financial Advisory
- Human Capital
- Asset Management
- Investment Advisory Services
- Investment Advisory
- Retirement Planning
- Management Consulting
Jonathan McQuade Summary
- Jonathan McQuade, based in Austin, TX, US, is currently a Partner at Boyce & Associates Wealth Consulting Inc.. Jonathan McQuade brings experience from previous roles at Boyce & Associates Wealth Consulting Inc., Seven Cedars Wealth Management, Austin Wealth Management and Lakeview Financial Group, LLC. Jonathan McQuade holds a 2003 - 2007 Bachelor in Finance @ St. Edward's University. With a robust skill set that includes Portfolio Management, Financial Advisory, Human Capital, Asset Management, Investment Advisory Services and more. Jonathan McQuade has 2 emails and 1 mobile phone numbers on RocketReach.
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