Jonathan Nielsen Email & Phone Number
Financial Consultant @ Fidelity Investments
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Jonathan Nielsen Location
- West Jordan, UT, US
Jonathan Nielsen Work
- 2014 -2016 Investment Solutions Representative @
- 2024 -now Financial Consultant @
- 2020 -2023 Financial Advisor @
- 2018 -2020 Retirement Planner @
- 2018 -2018 Investments Representative @
- 2018 -2018 Financial Consultant @
- 2017 -2018 Private Client Investment Banker @
- 2016 -2017 Retirement Solutions Representative @
- 2023 -2024 Investment Consultant @
- 2013 -2014 Premium Relationship Associate and Full Trader @
- 2008 -2013 Mortgage Consumer Loan Officer (MCLO) @
- 2011 -2012 Lead Teller @
- 2006 -2008 Full Time Missionary @
Jonathan Nielsen Education
- University of Utah 2010-2013
- Salt Lake Community College 2008-2010
- Murray High School 2003-2005
Jonathan Nielsen Skills
- Loans
- Credit
- Banking
- Financial Analysis
- Credit Analysis
- Customer Service
- Leadership
- Consumer Lending
- Loan Origination
- Time Management
- Sales
- Public Speaking
- Investments
- Mutual Funds
- Retirement Planning
- Investment Sales
- Credit Counseling
- Investment Guidance
- Microsoft Office
- Equities
- Derivatives
- Project Management
- Strategic Planning
- Portfolio Management
- Mortgage Lending
- Long Term Customer Relationships
- Client Relations
- Insurance
- Building Long Term Relationships
- Medicare
- Long Term Relationship Building
- Home Care
- Relationship Management
- Client Liaison
- Negotiation
- Community Engagement
- Benefits
- Technical Writing
- Life Insurance
- Medicare Advantage
- Medicare/Medicaid reimbursement
- Risk Analysis
- Risk Assessment
- Medicare Prescription Drug Plans
- Risk Management
- Client Development
- Customer Loyalty
- Training
- Long Term Care
- Customer Support
- Short Term Medical
- Management
- Client Presentation
- Term Life Insurance
- Client Rapport
- Medicare Supplements
- Healthcare Management
- Health Insurance
- Life Transitions
- Employee Benefits
- Whole Life
Jonathan Nielsen Summary
- Jonathan Nielsen, based in West Jordan, UT, US, is currently a Financial Consultant at Fidelity Investments. Jonathan Nielsen brings experience from previous roles at Fidelity Investments, LPL Financial and Wells Fargo Advisors. Jonathan Nielsen holds a 2010 - 2013 University of Utah. With a robust skill set that includes Loans, Credit, Banking, Financial Analysis, Credit Analysis and more. Jonathan Nielsen has 3 emails and 1 mobile phone numbers on RocketReach.
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