Jonathan Perry Email & Phone Number
Senior Vice President @ Lenox Advisors
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Jonathan Perry Location
- New York, NY, US
Jonathan Perry Work
- 2011 -now Senior Vice President @
- 2007 -2011 Financial Representative @
- 2000 -2007 Founder and CEO @ JSP Cards & Collectibles
- 2000 -2002 Mutual Fund Accountant @
Jonathan Perry Education
- New York University
Bachelor's Degree
1994-1998 - The American College of Financial Services
CLU, ChFC
Jonathan Perry Skills
- Retirement Planning
- Wealth Management
- Estate Planning
- Portfolio Management
- Investments
- Microsoft Excel
- Microsoft Office
- Account Management
- Project Management
- Finance
- Strategy
Jonathan Perry Summary
- Jonathan Perry, based in New York, NY, US, is currently a Senior Vice President at Lenox Advisors. Jonathan Perry brings experience from previous roles at Northwestern Mutual, JSP Cards & Collectibles and Jennison Associates. Jonathan Perry holds a 1994 - 1998 Bachelor's Degree @ New York University. With a robust skill set that includes Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Investments and more. Jonathan Perry has 2 emails on RocketReach.
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