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 @
- 2014 -2022 Registered Client Associate @
- 2012 -2013 Investment Specialist @
- 2009 -2012 Sales Support and Outside Sales @
- 2008 -2009 Administrative Assistant @ Champion Tax & Accounting
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
- Client Service Oriented
- Stock Market
- Investment Advisory
- Data Entry
- Outside Sales
- Sales Support Tools
- Stocks
- Finacial Management
- Strategic Financial Planning
- Customer Service
- Customer Support
- Customer Acquisition
- Lead Generation
- Learning Quickly
- Entrepreneurship
- Enthusiasm to learn
- Sports Enthusiast
- Clerical Skills
- Clerical
- Clerical Work
- Administrative Work
- Client Services
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 2 mobile phone numbers on RocketReach.
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Top Magnus Financial Group LLC Employees
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David Taylor
Director of Insurance Services
New York, NY, US
Ronald Deutsch
Senior Managing Director
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William Bowden
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Rhonda Pohl
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Michael Margiasso
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Michael Fleming
Director of New Business - NY
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Scott Kephart
Vice President | Financial Advisor
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Jackie Torres
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Michael Handal
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