Jonathan Schwalbach Email & Phone Number
Portfolio Analyst and Liaison @ ADVOCACY WEALTH MANAGEMENT, LLC
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Jonathan Schwalbach Location
- Atlanta, GA, US
Jonathan Schwalbach Work
- 2020 -now Portfolio Analyst and Liaison @
- 2019 -2020 Case Analyst @
- 2018 -2019 President @ Personal Portfolio Management Club
- 2017 -2018 Financial Representative Intern @
- 2017 -2018 Equity Analyst @ Personal Portfolio Management Club
- 2013 -2015 Summer Staff @
Jonathan Schwalbach Education
- Penn State University
(Economics)
2017-2019 - Midland College
Associate of Arts (A.A.) (Business Administration and Management, General)
2015-2017
Jonathan Schwalbach Skills
- Management
- Microsoft Office
- Microsoft Excel
- Leadership
- Microsoft Word
- Microsoft PowerPoint
Jonathan Schwalbach Summary
- Jonathan Schwalbach, based in Atlanta, GA, US, is currently a Portfolio Analyst and Liaison at ADVOCACY WEALTH MANAGEMENT, LLC. Jonathan Schwalbach brings experience from previous roles at Forge Consulting, Personal Portfolio Management Club and Northwestern Mutual. Jonathan Schwalbach holds a 2017 - 2019 Penn State University. With a robust skill set that includes Management, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word and more. Jonathan Schwalbach has 2 emails and 1 mobile phone numbers on RocketReach.
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