Jonathan Rodriguez Email & Phone Number

VP, Client Relationship Manager @ Magnus Financial Group LLC

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Jonathan Rodriguez Location

New York, NY, US

Jonathan Rodriguez Work

2022 - now VP, Client Relationship Manager @ Magnus Financial Group LLC
2014 - 2022 Registered Client Associate @ Morgan Stanley
2012 - 2013 Investment Specialist @ National Securities Corporation
View Department

2009 - 2012 Sales Support and Outside Sales @ Fastenal
2008 - 2009 Administrative Assistant @ Champion Tax & Accounting

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Jonathan Rodriguez Education

Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.) (Business Administration, Management and Operations)
2007 - 2012

Jonathan Rodriguez Skills

Investments
Client Service
Analysis

Portfolio Management
Management
Negotiation
Bonds
Leadership
Sales
Stock Management

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Jonathan Rodriguez Summary

Jonathan Rodriguez, based in New York, NY, US, is currently a VP, Client Relationship Manager at Magnus Financial Group LLC. Jonathan Rodriguez brings experience from previous roles at Morgan Stanley, National Securities, Fastenal and Champion Tax & Accounting. Jonathan Rodriguez holds a 2007 - 2012 Bachelor of Science (B.S.) in Business Administration, Management and Operations @ Saint John's University - Peter J. Tobin College of Business. With a robust skill set that includes Investments, Client Service, Analysis, Portfolio Management, Management and more. Jonathan Rodriguez has 2 emails and 1 mobile phone numbers on RocketReach.

Jonathan Rodriguez Emails

Found 2 emails

Jonathan Rodriguez Phone Numbers

Found 2 phone numbers

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Top Magnus Financial Group LLC Employees

Michael Schwartz

CEO | Wealth Management Advisor at Magnus Financial Group LLC

New York, NY, US
1
- magnusfinancial.com
4
- +1 914-861-XXXX
- +1 410-356-XXXX
- +1 212-819-XXXX
- +1 201-519-XXXX
Louis Sorsaia

Chief Operating Officer at Magnus Financial Group LLC

New York, NY, US
3
- magnusfinancial.com
- yahoo.com
- aol.com
5+
- +1 732-882-XXXX
- +1 347-728-XXXX
- +1 732-851-XXXX
- +1 212-469-XXXX
- +1 732-786-XXXX
- +1 732-761-XXXX
William Bowden

Senior Vice President at Magnus Financial Group LLC

New York, NY, US
2
- aol.com
- magnusfinancial.com
4
- +1 212-867-XXXX
- +1 516-697-XXXX
- +1 212-255-XXXX
- +1 917-514-XXXX
Jonathan Rodriguez

VP, Client Relationship Manager at Magnus Financial Group LLC

New York, NY, US
2
- magnusfinancial.com
- gmail.com
2
- +1 516-503-XXXX
- +1 917-679-XXXX
Ronald Deutsch

Senior Managing Director at Magnus Financial Group LLC

New York, NY, US
2
- magnusfinancial.com
- gmail.com
4
- +1 646-813-XXXX
- +1 914-384-XXXX
- +1 914-841-XXXX
- +1 914-238-XXXX
Paul Hoerrner Jr.

Senior Managing Director | Wealth Management Advisor | CERTIFIED FINANCIAL PLANNER™ professional at Magnus Financial Group LLC

New York, NY, US
2
- magnusfinancial.com
- gmail.com
4
- +1 516-776-XXXX
- +1 201-639-XXXX
- +1 646-813-XXXX
- +1 973-744-XXXX
David Taylor

Director of Insurance Services at Magnus Financial Group LLC

New York, NY, US
4
- gmail.com
- magnusfinancial.com
- bni.co.id
- bni.com
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- +1 203-357-XXXX
- +1 203-326-XXXX
- +1 203-984-XXXX
- +1 203-348-XXXX
- +1 813-507-XXXX
- +1 203-348-XXXX
Michael Fleming

Director of New Business - NY at Magnus Financial Group LLC

Darien, CT, US
1
- gmail.com
1
- +1 917-604-XXXX
Rhonda Pohl

Director of Client Relations at Magnus Financial Group LLC

New York, NY, US
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- magnusfinancial.com
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- +1 914-792-XXXX
- +1 646-813-XXXX
- +1 212-744-XXXX
- +1 320-259-XXXX
Brett Deutsch

Investment Operations at Magnus Financial Group LLC

New York, NY, US
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- gmail.com
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Jackie Torres

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