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Jonathan Ross Location
New York, NY, US
Jonathan Ross Work
Vice President | Market Leader | Senior Advisor Consultant | New York Metro @ (May 2019 - Present)
Vice President, Senior Advisor Consultant | New York Metro @ (February 2017 - May 2019)
Regional Vice President @ RidgeWorth Investments (February 2015 - February 2017)
Vice President, Regional Wholesaler @ (November 2011 - February 2015)
Client Relationship Manager @ (September 2010 - November 2011)
Internal Wholesaler @ (September 2008 - September 2010)
Inbound Sales Desk Associate @ (February 2008 - September 2008)
Marketing Distribution Intern @ (September 2007 - February 2008)
Jonathan Ross Education
Sacred Heart University
BS (Business Administration)
Jonathan Ross Skills
Separately Managed Accounts
Financial Advisory
Series 63
Hedge Funds
Business Development
Series 7
Equities
Mutual Funds
Leadership
Caia
Series 66
Asset Allocation
Microsoft Word
Fixed Income
Alternative Investments
Marketing Strategy
Bloomberg
Asset Management
Investments
Jonathan Ross Summary
Jonathan Ross, based in New York, NY, US, is currently a Vice President | Market Leader | Senior Advisor Consultant | New York Metro at Invesco US. Jonathan Ross brings experience from previous roles at OppenheimerFunds, RidgeWorth Investments, Pioneer Investments and Legg Mason. Jonathan Ross holds a BS in Business Administration @ Sacred Heart University. With a robust skill set that includes Separately Managed Accounts, Financial Advisory, Series 63, Hedge Funds, Business Development and more. Jonathan Ross has 2 emails and 1 mobile phone numbers on RocketReach.
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