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

2022 - now Fee based - Financial Planner @ Center for Wealth Preservation, LLC
2016 - now Managing Partner @ Nassimi Financial Group
2020 - 2022 Financial Professional @ Equitable Advisors
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2016 - 2020 Financial Professional @ AXA Advisors, LLC
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2012 - 2015 Financial Coordinator @ J.P. Morgan Asset Management
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Jonathan Nassimi Education

Università Bocconi
2006 - 2010

Jonathan Nassimi Skills

Investments
Asset Management
Portfolio Management

Equities
Financial Analysis
Financial Modeling
Hedge Funds
Fixed Income
Microsoft Excel
Valuation

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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 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.

Jonathan Nassimi Emails

Found 2 emails

Jonathan Nassimi Phone Numbers

Found 1 phone numbers

+1 516-482-XXXX

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