Jonathan Pate Email & Phone Number
Senior Analyst, Portfolio Management @ TwinFocus
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Jonathan Pate Location
- Boston, MA, US
Jonathan Pate Work
- 2023 -now Senior Analyst, Portfolio Management @
- 2022 -2023 Portfolio Analyst, Portfolio Advisory @
- 2018 -2022 Compliance Associate @
- 2017 -2018 Insurance Agent @
- 2016 -2017 Seasonal @
Jonathan Pate Education
- Hobart and William Smith Colleges
Bachelor of Arts - BA (Public Policy)
2013-2017 - Pomfret School
(High School/Secondary Diplomas and Certificates)
2011-2012 - Thornton Academy
(High School/Secondary Diplomas and Certificates)
2007-2011
Jonathan Pate Skills
- Key Person Protection
- Education Funding Strategies
- Microsoft Excel
- Permanent Life Insurance
- Protection Planning/family Security
- Sales Management
- Teamwork
- Microsoft Word
- Social Networking
- Lifetime Income Strategies
- Marketing
- Small Business
- Key Person Insurance
- Teaching
- Business Exit Strategy
- Time Management
- Microsoft PowerPoint
- Sales
- Wealth Transfer Strategies
- Gifting Strategies
- Asset Protection
- Management
- Annuity Sales
- Social Media
- Wealth Preservation Planning
- Leadership
- Curriculum Development
- Term Life Insurance
- Research
- Supplements to Employee Benefits
- Banking
- Business Insurance Planning
- Multi Generational Wealth Transfer
- Whole Life Insurance
- PowerPoint
- Succession Planning
- Customer Service
- Microsoft Office
- Investment Compliance
- Investment Policy
- Anti Money Laundering
- Data Entry
- Best Execution
- Financial Services
- Public Policy
- Due Diligence
Jonathan Pate Summary
- Jonathan Pate, based in Boston, MA, US, is currently a Senior Analyst, Portfolio Management at TwinFocus. Jonathan Pate brings experience from previous roles at TwinFocus, Longfellow Investment Management Co., New York Life Insurance Company and Saco & Biddeford Savings Institution. Jonathan Pate holds a 2013 - 2017 Bachelor of Arts - BA in Public Policy @ Hobart and William Smith Colleges. With a robust skill set that includes Key Person Protection, Education Funding Strategies, Microsoft Excel, Permanent Life Insurance, Protection Planning/family Security and more. Jonathan Pate has 1 emails and 1 mobile phone numbers on RocketReach.
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