Jonathan Nassimi Email & Phone Number
Fee based - Financial Planner @ Center for Wealth Preservation, LLC
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Jonathan Nassimi Location
- New York, NY, US
Jonathan Nassimi Work
- Fee based - Financial Planner @ (November 2022 - Present)
- Managing Partner @ Nassimi Financial Group (June 2016 - Present)
- Financial Professional @ (January 2020 - October 2022)
- Financial Professional @ (September 2016 - January 2020)
- Financial Coordinator @ (September 2012 - March 2015)
Jonathan Nassimi Education
- Università Bocconi
Financial Planning and Services
2006-2010
Jonathan Nassimi Skills
- Alternative Investments
- Asset Management
- Business Continuity Planning
- Business Development
- Business Planning
- Business Strategy
- Communication
- Defined Benefit
- Equities
- Estate Planning
- Exit Strategies
- Financial Analysis
- Financial Modeling
- Financial Planning
- Fixed Income
- Hedge Funds
- Individual Pension Plans
- Insurance Planning
- Interpersonal Skills
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Management
- Marketing
- Microsoft Excel
- Microsoft Office
- Multi-generational wealth transfer
- Portfolio Management
- Portfolio Optimization
- Premium Financing
- Private Equity
- Problem Solving
- Public Relations
- Retirement Planning
- Risk Management
- Social Media
- Social Media Marketing
- Special Needs Planning
- Tax Planning
- Valuation
- Wealth Management
- Wealth Preservation Planning
- eMoney Financial Planning Software for Advisors
- fee based planning
- legacy and dynasty planning structures
Jonathan Nassimi Summary
- Jonathan Nassimi, based in New York, NY, US, is currently a Fee based - Financial Planner at Center for Wealth Preservation, LLC. Jonathan Nassimi brings experience from previous roles at Nassimi Financial Group, Equitable Advisors, AXA Advisors, LLC and J.P. Morgan Asset Management. Jonathan Nassimi holds a 2006 - 2010 Financial Planning and Services @ Università Bocconi. With a robust skill set that includes Alternative Investments, Asset Management, Business Continuity Planning, Business Development, Business Planning and more. Jonathan Nassimi has 2 emails on RocketReach.
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