Jonathan Roman Email & Phone Number
FSA - Merrill @ Merrill Lynch
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Jonathan Roman Location
- New York, United States
Jonathan Roman Work
- FSA - Merrill @ (December 2024 - Present)
- Business Development Manager @ (November 2020 - November 2024)
- Software Developer @ (July 2019 - November 2020)
Jonathan Roman Education
- University of Rochester
Bachelor's Degree
2015-2019
Jonathan Roman Skills
- Python
- Java
- Microsoft Office
- SQL
- Cascading Style Sheets (CSS)
- HTML
- Teamwork
- Leadership
- JavaScript
- C#
- .NET Framework
- Zoho CRM
- Business Development
- Sales
- Third-Party Logistics (3PL)
- College Education Planning
- Customized Retirement Planning
- Customized Wealth Planning
- Customized Wealth Strategies
- Estate and Wealth Planning Services
- Estate and Wealth Structuring
- Family Wealth Planning
- Finance
- Financial Advice
- Financial Advising
- Financial Advisory Services
- Financial Analysis
- Financial statement analysis
- Goals Based Analysis for Wealth Management
Jonathan Roman Summary
- Jonathan Roman, based in New York, United States, is currently a FSA - Merrill at Merrill Lynch Wealth Management. Jonathan Roman brings experience from previous roles at Bergen Logistics. Jonathan Roman holds a 2015 - 2019 Bachelor's Degree @ University of Rochester. With a robust skill set that includes Python, Java, Microsoft Office, SQL, Cascading Style Sheets (CSS) and more. Jonathan Roman has 2 emails and 4 mobile phone numbers on RocketReach.
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