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Jonathan Perry Location
New York, NY, US
Jonathan Perry Work
Senior Vice President @ (January 2011 - Present)
Financial Representative @ (May 2007 - January 2011)
Founder and CEO @ JSP Cards & Collectibles (January 2000 - May 2007)
Mutual Fund Accountant @ (January 2000 - January 2002)
Jonathan Perry Education
New York University
Bachelor's Degree
1994-1998
The American College of Financial Services
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 and 1 mobile phone numbers on RocketReach.
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