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Jonathan Pagan Location
United States
Jonathan Pagan Work
Registered Client Service Associate @ (January 2026 - Present)
Relationship Banker - Assistant Vice President @ (January 2025 - January 2026)
Associate Personal Banker - Analyst @ (January 2022 - January 2025)
Client Relationship Specialist @ (January 2019 - January 2022)
Master-at-Arms @ (January 2015 - January 2019)
Jonathan Pagan Education
University of South Florida
Bachelor's degree (Social Science)
Jonathan Pagan Skills
Banking & Financial Services
Client Relationship Management
Communication
Consultative Selling & Financial Solutions
Consumer Lending
Customer Experience & Retention
Financial Analysis
Financial Modeling
Microsoft Excel
Microsoft Power BI
Portfolio Management
Risk Management & Compliance
Sales & Business Development
Salesforce (CRM)
Team Leadership & Collaboration
Team Management
Jonathan Pagan Summary
Jonathan Pagan, based in United States, is currently a Registered Client Service Associate at Morgan Stanley. Jonathan Pagan brings experience from previous roles at Wells Fargo, Massey Services, Inc. and US Navy. Jonathan Pagan holds a Bachelor's degree in Social Science @ University of South Florida. With a robust skill set that includes Banking & Financial Services , Client Relationship Management , Communication, Consultative Selling & Financial Solutions, Consumer Lending and more. Jonathan Pagan has 1 emails and 1 mobile phone numbers on RocketReach.
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