Jonathan Prinz Email & Phone Number

Private Client Advisor @ Key Investment Services

5 free lookup(s).

Jonathan Prinz Location

Kirkland, WA, US

Jonathan Prinz Work

2019 - now Private Client Advisor @ Key Investment Services
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2011 - 2019 Regional Vice President and Account Manager - Northwest Territory @ Capital Investments Management, Inc
2017 - 2018 VP and Wealth Strategies Advisor @ Heritage Wealth Stategies

2009 - 2011 Broker and Account Manager @ Metropolitan Realty Group (MRG)
2008 - 2009 Regional Marketing Director and Acount Manager - Northwest Territory @ Lincoln Financial Group
2007 - 2008 Financial Consultant @ US Bancorp Investments and Insurance
2005 - 2007 Regional Vice President and Account Manager - Northwest Territory @ Allstate Financial Services, LLC
2001 - 2005 VP and Bank Liaison - Northwest Territory @ Symetra
1999 - 2001 RVP and Regional Sales Manager - Northwest Territory @ AIG
1996 - 1999 Annuity Sales Coordinator @ JPMorgan Chase & Co.
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Jonathan Prinz Education

Central Washington University

Jonathan Prinz Skills

Retirement Planning
Wealth Management
Account Management

Mutual Funds
Fixed Annuities
401k
Financial Advisory
Life Insurance
Investment Advisory
Investments

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Jonathan Prinz Summary

Jonathan Prinz, based in Kirkland, WA, US, is currently a Private Client Advisor at Key Investment Services. Jonathan Prinz brings experience from previous roles at Capital Investments Management, Inc, Heritage Wealth Stategies, Metropolitan Realty Group and Lincoln Financial Distributors. Jonathan Prinz holds a Central Washington University. With a robust skill set that includes Retirement Planning, Wealth Management, Account Management, Mutual Funds, Fixed Annuities and more. Jonathan Prinz has 4 emails and 2 mobile phone numbers on RocketReach.

Jonathan Prinz Emails

Found 4 emails

Jonathan Prinz Phone Numbers

Found 6 phone numbers

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