Jonathan Metz's Location
Portland, OR, US
Jonathan Metz's Work
- Retirement Plan Specialist @ Deschutes Investment Consulting
- Associate Retirement Plan Consultant @ AKT Wealth Advisors LP
- Retirement Sales Consultant @ Vanguard
- Small Business Retirement Specialist @ Vanguard
- Brokerage Investment Professional @ Vanguard
- Research Analyst @ Research and Business Development Center
Jonathan Metz's Education
- Brigham Young University - Idaho
B.S., Business Management- Concentration in Finance (Finance, General)
2012 - 2016
Jonathan Metz's Skills
- Investments
- Customer Relationship Management
- Leadership
- Management Consulting
- Consultative Selling
- Sales
- Microsoft Excel
- Time Management
- Customer Service
- Data Entry
Jonathan Metz's Summary
Jonathan Metz, based in Portland, OR, US, is currently a Retirement Plan Specialist at Deschutes Investment Consulting LLC, bringing experience from previous roles at Aldrich Wealth LP and Vanguard. Jonathan Metz holds a 2012 - 2016 B.S., Business Management- Concentration in Finance in Finance, General @ Brigham Young University - Idaho. With a robust skill set that includes Investments, Customer Relationship Management, Leadership, Management Consulting, Consultative Selling and more, Jonathan Metz contributes valuable insights to the industry. Jonathan Metz has 1 email on RocketReach.
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