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Jonathan Shenkman Location
New York, NY, US
Jonathan Shenkman Work
2022 -now President | Chief Investment Officer @
2012 -2022 Director | Financial Advisor and Portfolio Manager @
2009 -2012 Financial Advisor @
2007 -2009 Financial Advisor @
Jonathan Shenkman Education
Yeshiva University
Bachelor of Science (B.S.) (Finance)
Baruch College
Master of Business Administration (M.B.A.) (Real Estate)
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 Bachelor of Science (B.S.) in Finance @ Yeshiva University. 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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