2018 -
now Consultant and Managing Director @ Syntax
2014 -
2018 Vice President @ Womack Wealth Management
2012 -
2014 Vice President- Investment Advisory @
2008 -
2012 Managing Director @
2003 -
2008 Vice President @ Bank of Telluride (acquired by US Bank)
2002 -
2003 Senior Advisor @
1996 -
2002 Senior Vice President @
Jonathan Sweet Education
Columbia College (NY)
BA (Comparative Literature)
1978
-
1982
St. Paul's School
High School Diploma
1975
-
1978
Jonathan Sweet Skills
Alternative Investments
Asset Management
Portfolio Management
Wealth Management
Investment Advisory
Financial Planning
Private Equity
Financial Structuring
Equities
Hedge Funds
Securities
Investments
Mortgage Lending
Strategic Planning
Due Diligence
Mergers & Acquisitions
Capital Markets
Investment Banking
Venture Capital
Asset Managment
Valuation
Emerging Markets
Jonathan Sweet Summary
Jonathan Sweet, based in United States, is currently a Consultant and Managing Director at Syntax. Jonathan Sweet brings experience from previous roles at Womack Wealth Management, OneWest Bank, Boxwood Strategic Advisors/New York Private Finance and Bank of Telluride (acquired by US Bank). Jonathan Sweet holds a 1978 - 1982 BA in Comparative Literature @ Columbia College (NY). With a robust skill set that includes Alternative Investments, Asset Management, Portfolio Management, Wealth Management, Investment Advisory and more. Jonathan Sweet has 1 emails and 1 mobile phone numbers on RocketReach.
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