Jonathan Quintero-Velez Email & Phone Number
RIA and Family Office Sales - Western US @ New York Life Investment Management
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Jonathan Quintero-Velez Location
- Chicago, IL, US
Jonathan Quintero-Velez Work
- 2026 -now RIA and Family Office Sales - Western US @
- 2017 -2026 Business Development - Intermediary Distribution @
- 2016 -2017 Associate - Investor Services @
- 2015 -2016 Analyst - Technology Banking @
Jonathan Quintero-Velez Education
- Boston College Carroll School of Management
Bachelor of Science (B.S.) (Finance)
- Buckingham Browne & Nichols School
High School Diploma
Jonathan Quintero-Velez Skills
- PowerPoint
- Microsoft Excel
- Microsoft Word
- Leadership
- Public Speaking
- Management
- Social Media
- Research
- Spanish
- Financial Accounting
- Marketing
- Teamwork
- Investments
- Bloomberg
- Visual Basic
- CapitalIQ
- Thompson One
- Equity Research
- Support
- Operations Management
- Basic Finance
Jonathan Quintero-Velez Summary
- Jonathan Quintero-Velez, based in Chicago, IL, US, is currently a RIA and Family Office Sales - Western US at New York Life Investment Management. Jonathan Quintero-Velez brings experience from previous roles at Allspring Global Investments, Brown Brothers Harriman and Silicon Valley Bank. Jonathan Quintero-Velez holds a Bachelor of Science (B.S.) in Finance @ Boston College Carroll School of Management. With a robust skill set that includes PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Public Speaking and more. Jonathan Quintero-Velez has 2 emails and 1 mobile phone numbers on RocketReach.
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