Jonathan Palmer Email & Phone Number
First Vice President - Wealth Management @ Raymond James
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Jonathan Palmer Location
- Kirkland, WA, US
Jonathan Palmer Work
- First Vice President - Wealth Management @ (October 2018 - Present)
- First Vice President - Investments @ (January 2011 - October 2018)
- Vice President @ (January 2008 - January 2010)
- Vice President @ (January 2005 - January 2007)
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
- Business Development
- Concentrated Stock Management
- Deferred Compensation Plans
- Estate Investment Planning
- Finance
- Financial Analysis
- Financial Services
- Fixed Income Strategies
- Insurance
- Investment Planning
- Investment Strategies
- Investments
- Leadership
- Retirement Planning
- Risk Management
- Stock Analysis
- Strategic Partnerships
- Strategic Planning
- Strategy
- Tax-Efficient Strategies
- Wealth Preservation 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 Business Development, Concentrated Stock Management, Deferred Compensation Plans, Estate Investment Planning, Finance and more. Jonathan Palmer has 1 emails and 2 mobile phone numbers on RocketReach.
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