2021 -now Director of Independent Asset Manager Unit @
2021 -now Investment advisor and family office advisor and Portfolio Manager @
2018 -2021 Chief Operating Officer @
2018 -2021 Investment Advisor and Portfolio Manager and Family office advisor @
2016 -2017 Relationship Manager and Private Banker @
2014 -2016 Founder @ JAR Infinite Solution Pte Ltd
2010 -2014 Investment Advisor @
2009 -2010 Treasury Analyst @
2008 -2009 Product Controller @
2007 -2007 Actuarial Analyst @
2005 -2007 Actuarial Specialist @
Jonathan Oh Education
Bryant University
M.B.A (Accounting)
2005-2005
Bryant University
B.S (Double majored in Applied Actuarial Mathematics and Finance with Minor in Economics)
2000
The Geelong College
(High School)
1994-1996
Maris Stella High School
Jonathan Oh Skills
Fixed Income
Structured Products
Financial Modeling
Project Management
Business Process Improvement
Strategic Planning
Loans
Six Sigma
Management
Alternative Investments
Investments
Equities
Investment Advisory
Valuation
Derivatives
PowerPoint
Portfolio Management
Finance
Hedge Funds
Asset Management
VBA
Financial Analysis
Strategy
Actuarial Science
Jonathan Oh Summary
Jonathan Oh, is currently a Director of Independent Asset Manager Unit at Financial Alliance Pte Ltd. Jonathan Oh brings experience from previous roles at Financial Alliance Pte Ltd, Goshen Global Management Pte Ltd and Bank of Singapore, Asia's Global Private Bank. Jonathan Oh holds a 2005 - 2005 M.B.A in Accounting @ Bryant University. With a robust skill set that includes Fixed Income, Structured Products, Financial Modeling, Project Management, Business Process Improvement and more. Jonathan Oh has 2 emails on RocketReach.
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