Jonathan Michaels Email & Phone Number
Regional Internal Consultant - Retirement Plan Solutions @ Nationwide Financial
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Jonathan Michaels Location
- Columbus, OH, US
Jonathan Michaels Work
- Regional Internal Consultant - Retirement Plan Solutions @ (November 2021 - Present)
- Financial Investment Professional @ Self Employed (March 2020 - October 2021)
- Regional Wholesaler - Mutual Funds and DCIO @ (March 2019 - March 2020)
- Competitive Intelligence Specialist - Mutual Funds and DCIO @ (January 2016 - March 2019)
- Senior Analyst - DCIO @ (January 2015 - January 2016)
- Regional Internal Consultant - Mutual Funds @ (December 2012 - January 2015)
- Territory Development Director @ (August 2010 - December 2012)
- Regional Sales Specialist @ (January 2005 - March 2009)
- Financial Advisor @ (June 2003 - March 2004)
Jonathan Michaels Education
- The Ohio State University
BS (Human Ecology - Family Resource Management)
1997-2002
Jonathan Michaels Skills
- Asset Allocation
- Asset Management
- BrightScope Reporting Analysis
- Fi360 Reporting
- Investments
- Modern Portfolio Theory
- Mutual Funds
- RIAs
- Relationship Management
- Retirement Planning
- Salesforce.com
- Series 66
- Series 7
- Siebel
- Variable Annuities
- Zephyr Analysis
Jonathan Michaels Summary
- Jonathan Michaels, based in Columbus, OH, US, is currently a Regional Internal Consultant - Retirement Plan Solutions at Nationwide Financial. Jonathan Michaels brings experience from previous roles at Self Employed and Nationwide Financial. Jonathan Michaels holds a 1997 - 2002 BS in Human Ecology - Family Resource Management @ The Ohio State University. With a robust skill set that includes Asset Allocation, Asset Management, BrightScope Reporting Analysis, Fi360 Reporting, Investments and more. Jonathan Michaels has 1 emails and 2 mobile phone numbers on RocketReach.
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