Jonathan Rothman Email & Phone Number
First Vice President at UBS Wealth Management @ UBS Group AG
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Jonathan Rothman Location
- New York, NY, US
Jonathan Rothman Work
- 2022 -now First Vice President at UBS Wealth Management @
- 2016 -2022 Financial Advisor @
- 2015 -2016 Vice President @
- 2014 -2016 Vice President @ Rose & Co. Capital Advisors, LLC
- 2011 -2016 Business Manager and VP @
- 2010 -2011 Business Analyst @
Jonathan Rothman Education
- Hofstra University
BA (Accounting)
2005-2010
Jonathan Rothman Skills
- Financial Modeling
- Business Development
- Strategic Planning
- Valuation
- Investments
- Mergers & Acquisitions
- Management
- Microsoft Office
- Business Analysis
- Marketing
- Equities
- Sales
- Mergers and Acquisitions
Jonathan Rothman Summary
- Jonathan Rothman, based in New York, NY, US, is currently a First Vice President at UBS Wealth Management at UBS. Jonathan Rothman brings experience from previous roles at Morgan Stanley, Rose & Company, Rose & Co. Capital Advisors, LLC and Audeamus LLC. Jonathan Rothman holds a 2005 - 2010 BA in Accounting @ Hofstra University. With a robust skill set that includes Financial Modeling, Business Development, Strategic Planning, Valuation, Investments and more. Jonathan Rothman has 2 emails and 2 mobile phone numbers on RocketReach.
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