Jonathan Pate Location
Boston, MA, US
Jonathan Pate Work
- 2023 - now Senior Analyst, Portfolio Management @ TwinFocus
- 2022 - 2023 Portfolio Analyst, Portfolio Advisory @ TwinFocus
- 2018 - 2022 Compliance Associate @ Longfellow Investment Management Co., LLC
- 2017 - 2018 Insurance Agent @ New York Life
- 2016 - 2017 Seasonal @ S&B Financial Services
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
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jonathan Pate?
Find contact details for 700 million professionals.
Top TwinFocus Employees
-
Paul Karger
Cofounder and Managing Partner at TwinFocus
Boston, MA, US25+ -
Josette Beatrice
Associate Director at TwinFocus
Boston, MA, US1 -
Henry Mooers
Analyst at TwinFocus
Boston, MA, US21
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
