Jonathan Millman Email & Phone Number
Partner | Wealth Manager @ Kingsview Partners
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Jonathan Millman Location
- United States
Jonathan Millman Work
- 2019 -now Partner | Wealth Manager @
- 2012 -2019 First Vice President - Investments | PIM Portfolio Manager @
- 2007 -2012 Portfolio Manager, PIA Program @
- 1999 -2007 Senior Financial Advisor @
Jonathan Millman Education
- State University of New York at Albany
Bachelor of Arts (BA) (Business, English)
1992-1996
Jonathan Millman Summary
- Jonathan Millman, based in United States, is currently a Partner | Wealth Manager at Kingsview Partners. Jonathan Millman brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and Morgan Stanley Investment Management. Jonathan Millman holds a 1992 - 1996 Bachelor of Arts (BA) in Business, English @ State University of New York at Albany. Jonathan Millman has 3 emails and 3 mobile phone numbers on RocketReach.
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