Jonathan Penn Email & Phone Number
Senior Financial Advisor @ CFP Board
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Jonathan Penn Location
- Houston, TX, US
Jonathan Penn Work
- now Senior Financial Advisor @
- 2020 -now Senior Relationship Manager @
- 2017 -2020 Registered Investment Advisor @
- 2010 -2017 Cardiac Rhythm Device Management Representative @
- 2009 -2010 Cardiac Rhythm Device Management Clinician @
- 1999 -2009 Vice President - Financial Consultant @
Jonathan Penn Education
- Rice University
Certified Financial Planning (Finance and Financial Management Services)
2008-2009 - Stephen F. Austin State University
Bachelor's degree (Business Administration and Management, General)
Jonathan Penn Skills
- Social Security and Medicare Planning
- Financial Planning
- Investment Management
- Retirement Planning
- Market Development
- Capital Equipment
- Product Launch
- Sales Operations
- Investment Strategies
- Consulting
- Sales
- Business Development
- Business Process Improvement
- Account Management
- Financial Advisory
- Investments
- Cross-functional Team Leadership
- Facilitation
- Mentoring
- Surgeons
- Strategic Leadership
- Training Delivery
- Stakeholder Engagement
- Coaching
- Team Leadership
Jonathan Penn Summary
- Jonathan Penn, based in Houston, TX, US, is currently a Senior Financial Advisor at CFP Board. Jonathan Penn brings experience from previous roles at Ria Advisors, Pin Oak Investment Advisors and Boston Scientific. Jonathan Penn holds a 2008 - 2009 Certified Financial Planning in Finance and Financial Management Services @ Rice University. With a robust skill set that includes Social Security and Medicare Planning, Financial Planning, Investment Management, Retirement Planning, Market Development and more. Jonathan Penn has 1 emails and 1 mobile phone numbers on RocketReach.
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