Jonathan Neri Email & Phone Number
Fractional CFO @ JCJN Group
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Jonathan Neri Location
- New Mexico, United States
Jonathan Neri Work
- 2022 -now Fractional CFO @
- 2023 -now Business Finance Consultant @
- 2022 -2022 Fractional CFO and COO @
- 2010 -2021 CFO and COO @
- 2010 -2011 Financial Services Consultant @
- 2007 -2009 Project Management Team Leader, Research and Inv Ops Technology @
- 2005 -2007 Project Manager, Research and Inv Ops Technology @
- 2005 -2005 Project Management Team Leader, Project Development Team @
- 2004 -2004 Assistant Director of Client Services @
- 2002 -2003 Project Coordinator @
- 2000 -2001 Client Operations Group Manager @
- 2000 -2000 Client Account Coordinator @
- 1999 -1999 Trader @
- 1997 -1999 Securities Financial Analyst @
Jonathan Neri Education
- University of Oregon Lundquist College of Business
BS (Alpha Kappa Psi)
- Kamehameha Schools Kapalama Campus
- University of Oregon Lundquist College of Business
BS (Accounting)
Jonathan Neri Skills
- Financial Analysis
- Marketing
- Securities
- Bloomberg
- Business Analysis
- Mutual Funds
- Start Ups
- Program Management
- Risk Management
- Management
- Project Management
- Strategy
- Business Development
- Process Improvement
- Strategic Planning
- Budgets
- Team Leadership
- Financial Services
- Trading
- Microsoft Excel
- Customer Service
- Leadership
- Vendor Management
- Business Strategy
- Investments
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 Alpha Kappa Psi @ University of Oregon Lundquist College of Business. With a robust skill set that includes Financial Analysis, Marketing, Securities, Bloomberg, Business Analysis and more. Jonathan Neri has 1 emails and 1 mobile phone numbers on RocketReach.
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