First Vice President - Wealth Management @ Raymond James
5 free lookup(s).
Jonathan Palmer Location
Kirkland, WA, US
Jonathan Palmer Work
2018 -now First Vice President - Wealth Management @
2011 -2018 First Vice President - Investments @
2008 -2010 Vice President @
2005 -2007 Vice President @
Jonathan Palmer Education
Santa Clara University
Master of Business Administration
1997-2001
College for Financial Planning
(Education)
Pepperdine University
(Economics)
University of California, Santa Cruz
Bachelors (Economics)
University of Kent
(Economics)
Jonathan Palmer Skills
Retirement Planning
Wealth Preservation Planning
Concentrated Stock Management
Deferred Compensation Plans
Investments
Investment Strategies
Fixed Income Strategies
Tax-Efficient Strategies
Estate Investment Planning
Strategic Planning
Stock Analysis
Insurance
Leadership
Finance
Financial Analysis
Strategy
Business Development
Financial Services
Risk Management
Strategic Partnerships
Investment Planning
Financial Advisory
Attorneys
Financial Planning
Estate Investment
Advisory
Wealth Preservation
Concentrated Stock
Deferred Compensation
Tax Efficient Strategies
SharePoint
Software Development
Microsoft Technologies
Team Foundation Server
Project Management
Social Networking
Powershell
Office 365
Microsoft Azure
Agile
Jonathan Palmer Summary
Jonathan Palmer, based in Kirkland, WA, US, is currently a First Vice President - Wealth Management at Raymond James Financial, Inc.. Jonathan Palmer brings experience from previous roles at Wells Fargo Advisors, American Pacific Mortgage and PHH Mortgage. Jonathan Palmer holds a 1997 - 2001 Master of Business Administration @ Santa Clara University. With a robust skill set that includes Retirement Planning, Wealth Preservation Planning, Concentrated Stock Management, Deferred Compensation Plans, Investments and more. Jonathan Palmer has 1 emails on RocketReach.
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