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)
- Financial Professional @ (January 2020 - October 2022)
- Financial Professional @ (September 2016 - January 2020)
- Managing Partner @ Nassimi Financial Group (June 2016 - Present)
- Financial Coordinator @ (September 2012 - March 2015)
Jonathan Nassimi Education
- Università Bocconi
(Financial Planning and Services)
2006-2010
Jonathan Nassimi Skills
- Investments
- Asset Management
- Portfolio Management
- Equities
- Financial Analysis
- Financial Modeling
- Hedge Funds
- Fixed Income
- Microsoft Excel
- Valuation
- Microsoft Office
- Alternative Investments
- Private Equity
- Business Strategy
- Risk Management
- Public Relations
- Social Media
- Marketing
- Social Media Marketing
- Management
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 Equitable Advisors, AXA Advisors, LLC, Nassimi Financial Group and J.P. Morgan Asset Management. Jonathan Nassimi holds a 2006 - 2010 Università Bocconi. With a robust skill set that includes Investments, Asset Management, Portfolio Management, Equities, Financial Analysis and more. Jonathan Nassimi has 2 emails on RocketReach.
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