Jonathan Meer Email & Phone Number
Vice President, Wealth Advisor @ Washington Trust Wealth Management
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Jonathan Meer Location
- East Greenwich, RI, US
Jonathan Meer Work
- 2024 -now Vice President, Wealth Advisor @
- 2021 -2024 Managing Director, Head of Institutional and Consultant Relations @
- 2016 -2021 Vice President Of Business Development @
- 2012 -2016 Managing Director @ The Grace Group Fundraising Co.
- 2011 -2013 Corporate Executive @
- 2010 -2011 new business (add)prentice @
- 2009 -2010 Co-Founder @ Endless Light LLC
- 2008 -2009 Sales and Marketing Associate @ SaysMe.tv
- 2006 -2006 Sales Intern @
Jonathan Meer Education
- St. Bonaventure University
- University of Oxford
Sommerville College - Francis E. Kelly Oxford Program
Jonathan Meer Skills
- Portfolio Management
- Trust Services
- Financial Planning
- Skilled Multi-tasker
- Project Management
- Networking Events
- Teamwork
- Content Development
- Investments
- Public Speaking
- Finance
- Venture Capital
- Investor Presentations
- Family Offices
- Capital Formation
- Marketing
- New Business Opportunities
- Relationship Building
- Investor Relations
- Investment Strategies
- Capital Raising
- Strategic Relationships
- Investment Management
- Wealth Management Services
- Institutional Sales
- Financial Markets
- Data Analysis
- Competitive Analysis
- Salesforce.com
- Foundations
- Nonprofit Organizations
- New Business Development
- Business Relationship Management
- Asset Management
- Impact
- Leadership
- Business Development
- Social Media
- Management
- Conversational Spainsh
- Disaster Recovery
- Cloud Computing
- Infrastructure Security
- Fundraising
- Entrepreneurship
- Account Management
- Sales
- Advertising
- Government
- Strategic Partnerships
- Nonprofits
- Enterprise Software
- Lead Generation
- Strategy
- Start-ups
- Social Media Marketing
- Crowdfunding
- Social Networking
- Event Planning
- Impact Investing
- Technology
- Social Impact
- Alternative Investments
- Start Ups
- Service Development
- Strategic Planning
- Development
- Emerging Markets
- Jobs Act
- Esg
- Private Equity
Jonathan Meer Summary
- Jonathan Meer, based in East Greenwich, RI, US, is currently a Vice President, Wealth Advisor at Washington Trust Wealth Management. Jonathan Meer brings experience from previous roles at TriLinc Global, LLC, The Grace Group Fundraising Co. and Data Storage Corporation. Jonathan Meer holds a St. Bonaventure University. With a robust skill set that includes Portfolio Management, Trust Services, Financial Planning, Skilled Multi-tasker, Project Management and more. Jonathan Meer has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jonathan Meer
Jonathan Meer
Vice President, Wealth Advisor
East Greenwich, RI, US
Nathan Meer
Process Engineer
Sheldon, IA, US
Top Washington Trust Wealth Management Employees
Carson Coyle
Director of Client Experience
Norwalk, CT, US
Lauren Drury
VP and Chief Wealth Management Fiduciary Officer
Providence, RI, US
Michael Eadie
VP, Wealth Management Sales and Marketing
Bristol, RI, US
Ola Adeduji
Chief Compliance Officer
Rhode Island, United States
Jonathan Meer
Vice President, Wealth Advisor
East Greenwich, RI, US
Kathleen Ryan
SVP, Client Services, Trust and Estate Services
Rhode Island, United States
Peter Phillips
Senior Vice President and Chief Investment Officer
North Kingstown, RI, US
Michael Sheldon
Vice President and Senior Portfolio Manager
Westport, CT, US
Palmira G. Azevedo
Vice President and Senior Wealth Advisor
Providence, RI, US
Kyle Contente
Vice President, Trust Officer
Middletown, CT, US
Lynn Bria
Vice President, Senior Wealth Advisor and Fiduciary Officer
Providence, RI, US
Bethany Lardaro
VP Wealth Advisor
South Kingstown, RI, US
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