Jonathan Thuma Email & Phone Number
Vice President, Senior Relationship Manager @ Fisher Investments
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Jonathan Thuma Location
- Colorado Springs, CO, US
Jonathan Thuma Work
- Vice President, Senior Relationship Manager @ (April 2012 - Present)
- Group Vice President, Client Services @ (November 2006 - April 2012)
- Marketing Group Manager @ (September 2005 - November 2006)
- Investment Counselor - High net worth individuals and families @ (March 2004 - September 2005)
- Regional Sales Director - San Francisco @ (July 1997 - March 2004)
Jonathan Thuma Education
- University of California, Santa Cruz
B.A. (Economics)
Jonathan Thuma Skills
- Business Planning
- Equities
- Investment Management
- Investment Strategies
- Global Macro
- Investments
- Emerging Markets
- Asset Allocation
- Sales
- Financial Markets
- Business Strategy
- Competitive Analysis
- Marketing
- Strategic Planning
- Market Research
- Account Management
- Marketing Strategy
- Management
- Economics
- Team Leadership
- Team Building
- Corporate Finance
- Financial Services
- Asset Management
- Business Development
- Microsoft Excel
- Due Diligence
- ESG
Jonathan Thuma Summary
- Jonathan Thuma, based in Colorado Springs, CO, US, is currently a Vice President, Senior Relationship Manager at Fisher Investments. Jonathan Thuma brings experience from previous roles at Fisher Investments and Balboa Capital. Jonathan Thuma holds a B.A. in Economics @ University of California, Santa Cruz. With a robust skill set that includes Business Planning, Equities, Investment Management, Investment Strategies, Global Macro and more. Jonathan Thuma has 3 emails and 4 mobile phone numbers on RocketReach.
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