Jonathan Prinz Email & Phone Number
Private Client Advisor @ Key Investment Services
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Jonathan Prinz Location
- Kirkland, WA, US
Jonathan Prinz Work
- Private Client Advisor @ (September 2019 - Present)
- Regional Vice President and Account Manager - Northwest Territory @ Capital Investments Management, Inc (March 2011 - September 2019)
- VP and Wealth Strategies Advisor @ Heritage Wealth Stategies (May 2017 - September 2018)
- Broker and Account Manager @ (August 2009 - March 2011)
- Regional Marketing Director and Acount Manager - Northwest Territory @ (February 2008 - July 2009)
- Financial Consultant @ US Bancorp Investments and Insurance (January 2007 - February 2008)
- Regional Vice President and Account Manager - Northwest Territory @ (May 2005 - January 2007)
- VP and Bank Liaison - Northwest Territory @ (July 2001 - May 2005)
- RVP and Regional Sales Manager - Northwest Territory @ (November 1999 - July 2001)
- Annuity Sales Coordinator @ (October 1996 - November 1999)
Jonathan Prinz Education
- Central Washington University
Bachelors (Business Administration)
Jonathan Prinz Skills
- Retirement Planning
- Wealth Management
- Account Management
- Mutual Funds
- Fixed Annuities
- 401k
- Financial Advisory
- Life Insurance
- Investment Advisory
- Investments
- Retirement
- Asset Allocation
- Securities
- Insurance
- Product Management
- Portfolio Management
- Financial Planners
- Financial Services
- Marketing
- Financial Planning
- Budget Administration
- Project Management
- Management
- Sales Development Strategies
- Cross Functional Team Building
- Team Building and Staff Development Initiatives
- Relationship Management
- Sales Process
- Sales
- Business Development
- Leadership
- Strategic Planning
- Sales Management
- Strategy
- Finance
- Team Building
- Program Management
- Cross-functional Team Leadership
- Financial Institutions
- Wholesale
- Relationship Building
- Strategic Thinking
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 Bachelors in Business Administration @ 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.
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