Jonathan Neri Email & Phone Number
Fractional CFO @ JCJN Group
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Jonathan Neri Location
- New Mexico, United States
Jonathan Neri Work
- Fractional CFO @ (April 2022 - Present)
- Business Finance Consultant @ (April 2023 - Present)
- Fractional CFO and COO @ Juniper Trust Company (March 2022 - October 2022)
- CFO and COO @ (January 2010 - December 2021)
- Financial Services Consultant @ (September 2010 - March 2011)
- Project Management Team Leader, Research and Inv Ops Technology @ (September 2007 - May 2009)
- Project Manager, Research and Inv Ops Technology @ (March 2005 - September 2007)
- Project Management Team Leader, Project Development Team @ (January 2005 - March 2005)
- Assistant Director of Client Services @ (January 2004 - December 2004)
- Project Coordinator @ (January 2002 - December 2003)
- Client Operations Group Manager @ (November 2000 - December 2001)
- Client Account Coordinator @ (January 2000 - October 2000)
- Trader @ (May 1999 - December 1999)
- Securities Financial Analyst @ (July 1997 - May 1999)
Jonathan Neri Education
- University of Oregon Lundquist College of Business
BS (Finance)
- University of Oregon Lundquist College of Business
BS (Accounting)
- Kamehameha Schools Kapalama Campus
Jonathan Neri Skills
- Acccount Reconciliation
- Account Reconciliation
- Accounts Payable (AP)
- Analytics
- Annual Budgeting
- Bloomberg
- Broker-Dealer Operations
- Budgets
- Business Analysis
- Business Development
- Business Process Improvement
- Business Strategy
- Customer Satisfaction
- Customer Service
- Data Analytics
- Expense Reports
- Finance
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Services
- Forecasting
- Grant Coordination
- HR Department Start-up
- Human Resources (HR)
- Information Technology
- Investments
- Leadership
- Management
- Marketing
- Microsoft Excel
- Mutual Funds
- Office Administration
- Payments Data
- Payroll Administration
- Payroll Taxes
- Process Improvement
- Program Management
- Project Management
- QuickBooks Online
- Reporting & Analysis
- Rippling
- Risk Management
- Securities
- Series 7
- Start-up Consulting
- Start-ups
- Strategic Planning
- Strategic Thinking
- Team Leadership
- Technology
- Trading
- Vendor Management
- Start Ups
- Strategy
Jonathan Neri Summary
- Jonathan Neri, based in New Mexico, United States, is currently a Fractional CFO at JCJN Group. Jonathan Neri brings experience from previous roles at SUPERSPEEDSHOP, Juniper Trust Company, Inner Circle Labs and Franklin Templeton. Jonathan Neri holds a BS in Finance @ University of Oregon Lundquist College of Business. With a robust skill set that includes Acccount Reconciliation, Account Reconciliation, Accounts Payable (AP), Analytics, Annual Budgeting and more. Jonathan Neri has 1 emails and 1 mobile phone numbers on RocketReach.
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