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Jonathan Pace Location
Los Angeles, CA, US
Jonathan Pace Work
Investment Advisor @ (August 2021 - Present)
Chief Operating Officer @ (February 2021 - December 2021)
Founder and CEO @ Pace Financial & Insurance Services (January 2019 - Present)
Financial Advisor @ (June 2016 - January 2019)
Jonathan Pace Skills
401(k) Rollovers
403(b) Plans
457 Plans
CalPERs
CalSTRS
Customer Service
Defined Contribution
Financial Advisory
Independent Financial Advice
Individual Retirement Accounts (IRA)
Investing
Leadership
Management
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Negotiation
Pension Funds
Project Management
Public Speaking
Qualified Retirement Plans
Retirement Benefits
Retirement Plan Consulting
Retirement Planning
Retirement Services
Strategic Planning
Team Building
Wealth Preservation Planning
Jonathan Pace Summary
Jonathan Pace, based in Los Angeles, CA, US, is currently a Founder and CEO at Pace Financial & Insurance Services. Jonathan Pace brings experience from previous roles at Tactive and The Lotter Group. With a robust skill set that includes 401(k) Rollovers, 403(b) Plans, 457 Plans, CalPERs, CalSTRS and more. Jonathan Pace has 1 emails and 2 mobile phone numbers on RocketReach.
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