Jonathan Osborne Email & Phone Number
Partner, Retirement Plan Advisor @ WA Asset Management, LLC
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Jonathan Osborne Location
- Birmingham, AL, US
Jonathan Osborne Work
- Partner, Retirement Plan Advisor @ (January 2024 - Present)
- Retirement Plan Advisor @ (May 2022 - Present)
- Daily 401(k) Operations Manager @ (June 2018 - May 2022)
- Retirement Plan Administrator @ (August 2014 - June 2018)
- Director of Operations @ (October 2013 - August 2014)
- Pension Manager @ (September 2010 - October 2013)
- Financial Sales Advisor @ (July 2008 - September 2010)
Jonathan Osborne Education
- University of Alabama at Birmingham
Master of Business Administration (MBA)
2012-2013 - The University of Alabama
Bachelor of Science (B.S.) (Major: Finance-Investment Management Minor: Economics)
2004-2008
Jonathan Osborne Summary
- Jonathan Osborne, based in Birmingham, AL, US, is currently a Partner, Retirement Plan Advisor at Waverly Advisors, LLC. Jonathan Osborne brings experience from previous roles at Waverly Advisors, LLC and Murfee Meadows, Inc.. Jonathan Osborne holds a 2012 - 2013 Master of Business Administration (MBA) @ University of Alabama at Birmingham. Jonathan Osborne has 2 emails and 2 mobile phone numbers on RocketReach.
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