Vice President | Market Leader | Senior Advisor Consultant | New York Metro @ Invesco US
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Jonathan Ross Location
New York, NY, US
Jonathan Ross Work
2019 -
now Vice President | Market Leader | Senior Advisor Consultant | New York Metro @
2017 -
2019 Vice President, Senior Advisor Consultant | New York Metro @
2015 -
2017 Regional Vice President @
2011 -
2015 Vice President, Regional Wholesaler @
2010 -
2011 Client Relationship Manager @
2008 -
2010 Internal Wholesaler @
2008 -
2008 Inbound Sales Desk Associate @
2007 -
2008 Marketing Distribution Intern @
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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