Jonathan Rochlin Email & Phone Number
Senior Vice President - Investments @ Harbour Bridge Wealth Management Advisors
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Jonathan Rochlin Location
- New York, NY, US
Jonathan Rochlin Work
- 2024 - now Senior Vice President - Investments @
- 2013 - 2024 Senior Vice President - Investment Officer, Financial Advisor, MBA @
- 2006 - 2013 Financial Advisor, AVP, CRPC, CSNA @
- 2005 - 2006 Vice President @
- 2004 - 2005 Vice President @
- 1996 - 2004 Vice President @
- 1992 - 1996 Assistant Vice President @
- 1987 - 1992 Associate @ Bear Stearns
Jonathan Rochlin Education
- New York University - Leonard N. Stern School of Business
MBA (Finance & Marketing)
1991 - 1995 - Clark University
BA Government
1983 - 1987 - NVOT
Jonathan Rochlin Skills
- Securities
- Strategic Planning
- Fixed Income
- Equities
- Mutual Funds
- Risk Management
- Alternative Investments
- Bonds
- Financial Analysis
- Derivatives
- Asset Allocation
- Insurance
- Financial Markets
- Business Analysis
- Retirement Planning
- Investment Strategies
- Budgeting
- Customer Relations
- Business Strategy
- Process Engineering
- Options
- Team Building
- Leveraged Finance
- Stock
- Asset Analysis
Jonathan Rochlin Summary
- Jonathan Rochlin, based in New York, NY, US, is currently a Senior Vice President - Investments at Harbour Bridge Wealth Management Advisors. Jonathan Rochlin brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch, JPMorgan and Credit Suisse. Jonathan Rochlin holds a 1991 - 1995 MBA in Finance & Marketing @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Securities, Strategic Planning, Fixed Income, Equities, Mutual Funds and more. Jonathan Rochlin has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Harbour Bridge Wealth Management Advisors Employees
Sydney Margreither
Client Services Associate
Pequannock Township, NJ, US
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