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Jonathan Shenkman Location
New York, NY, US
Jonathan Shenkman Work
President | Chief Investment Officer @ (May 2022 - Present)
Director | Financial Advisor and Portfolio Manager @ (May 2012 - May 2022)
Financial Advisor @ (November 2009 - May 2012)
Financial Advisor @ (December 2007 - December 2009)
Jonathan Shenkman Education
Baruch College
Master of Business Administration (M.B.A.) (Real Estate)
Yeshiva University
Bachelor of Science (B.S.) (Finance)
Jonathan Shenkman Skills
Finance
Customer Service
Microsoft Office
Risk Management
Financial Modeling
Strategic Planning
Equity Research
Portfolio Management
Mutual Funds
Investments
Financial Advisory
Investment Strategies
Fixed Annuities
Jonathan Shenkman Summary
Jonathan Shenkman, based in New York, NY, US, is currently a President | Chief Investment Officer at ParkBridge Wealth Management. Jonathan Shenkman brings experience from previous roles at Oppenheimer & Co. Inc. - Shenkman Private Client Group of Oppenheimer & Co. Inc., Morgan Stanley and Merrill Lynch. Jonathan Shenkman holds a Master of Business Administration (M.B.A.) in Real Estate @ Baruch College. With a robust skill set that includes Finance, Customer Service, Microsoft Office, Risk Management, Financial Modeling and more. Jonathan Shenkman has 2 emails and 1 mobile phone numbers on RocketReach.
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