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 @ TwinFocus
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2022 - 2023 Portfolio Analyst, Portfolio Advisory @ TwinFocus
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2018 - 2022 Compliance Associate @ Longfellow Investment Management Co., LLC

2017 - 2018 Insurance Agent @ New York Life
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2016 - 2017 Seasonal @ S&B Financial Services
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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

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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.

Jonathan Pate Emails

Found 1 emails

@twinfocus.com

Jonathan Pate Phone Numbers

Found 3 phone numbers

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Top TwinFocus Employees

John Pantekidis

Chief Investment Officer, General Counsel and Partner at TwinFocus

Boston, MA, US
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Managing Partner at TwinFocus

Boston, MA, US
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Senior Associate at TwinFocus

Boston, MA, US
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Jonathan Pate

Senior Analyst, Portfolio Management at TwinFocus

Boston, MA, US
1
- twinfocus.com
3
- +1 617-645-XXXX
- +1 617-444-XXXX
- +1 617-247-XXXX
Carl Bradshaw

Associate Director, Client Advisory at TwinFocus

Boston, MA, US
2
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- gmail.com
2
- +1 508-266-XXXX
- +1 774-287-XXXX
Brody Gardner

Senior Accountant at TwinFocus

Boston, MA, US
2
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- gmail.com
Daniel Finger

Compliance and Business Operations Manager at TwinFocus

Boston, MA, US
1
- twinfocus.com
3
- +1 201-704-XXXX
- +1 617-224-XXXX
- +1 508-330-XXXX

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