Jonathan Rosner Email & Phone Number
Vice President, Wealth Advisor @ TritonPoint Wealth
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Jonathan Rosner Location
- United States
Jonathan Rosner Work
- 2023 -now Vice President, Wealth Advisor @
- 2020 -2023 Vice President, Wealth Advisor @
- 2019 -2020 Vice President @
- 2016 -2019 Wealth Advisor @ Bronfman E.L. Rothschild
- 2014 -2016 Investment Management Analyst @ Convergent Wealth Advisors
- 2010 -2013 Assistant Vice President - Private Wealth Management @ Deutsche Bank Securities
- 2008 -2010 Investment Analyst @ LCG Associates
Jonathan Rosner Education
- Emory University - Goizueta Business School
Bachelor of Business Administration (BBA) (Finance, General)
2004-2008 - Emory University 2004-2008
- Hawken School
Jonathan Rosner Skills
- Alternative Investments
- Strategic Financial Planning
- Financial Modeling
- Capital Markets
- Portfolio Management
- Due Diligence
- Investments
- Research
- Asset Management
- Valuation
- Fixed Income
- Institutional Investments
- Asset Allocation
- C++
- Analysis
- Morningstar
- Equities
- Hedge Funds
- Investment Management
- Wealth Management Services
Jonathan Rosner Summary
- Jonathan Rosner, based in United States, is currently a Vice President, Wealth Advisor at TritonPoint Wealth. Jonathan Rosner brings experience from previous roles at Goldman Sachs, Wealthspire Advisors, Bronfman E.L. Rothschild and Convergent Wealth Advisors. Jonathan Rosner holds a 2004 - 2008 Bachelor of Business Administration (BBA) in Finance, General @ Emory University - Goizueta Business School. With a robust skill set that includes Alternative Investments, Strategic Financial Planning, Financial Modeling, Capital Markets, Portfolio Management and more. Jonathan Rosner has 2 emails and 2 mobile phone numbers on RocketReach.
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Megan Hayden
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Will Sterling
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Howard Rothman
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