Jonathan Voss Email & Phone Number
Vice President, National Investor Center Leader @ Fidelity Investments
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Jonathan Voss Location
- Salt Lake City, UT, US
Jonathan Voss Work
- 2023 - now Vice President, National Investor Center Leader @
- 2023 - 2023 Vice President, Team Leader, Financial Consultants @
- 2022 - 2023 Director, Team Leader, Workplace Planning and Advice @
- 2021 - 2022 Senior Manager, Team Leader, Workplace Planning and Advice @
- 2020 - 2021 Team Leader, Workplace Planning and Advice @
- 2019 - 2020 Team Leader, Client Services @
- 2015 - 2019 WPA Team Support @
- 2014 - 2015 Retirement Relationship Manager @
- 2013 - 2014 Retirement Solutions Representative @
- 2012 - 2013 Investment Solutions @
- 2012 - 2012 Premium Relationship Associate @
- 2012 - 2012 High Opportunity Service @
- 2011 - 2012 Financial Representative @
Jonathan Voss Education
- Westminster College
Master of Business Administration (M.B.A.)
2013 - 2015 - University of Utah
BS (Economics)
2006 - 2010
Jonathan Voss Skills
- Microsoft Office
- Team Leadership
- 401(k) Retirement Savings Plans
- 401k Rollovers
- Management
- Sales Management
- Team Management
- Change Management
- Program Management
- Leadership
- Leadership Development
- Sales
- Coaching
- Strategic Planning
- Business Strategy
- Strategy
- Strategic Communications
- Inspiring Leadership
- Investments
- Investment Advisory
- Investment Management
- Business Development
- Personal Development
- Training & Development
- Onboarding
- Mentoring
- Coaching & Mentoring
- Series 66
- Series 7
- Series 10
- Series 9
- Series 63
- Finance
- Retirement Planning
- Financial Analysis
- Retirement
- Mutual Funds
- Fixed Annuities
- Securities
- Options
- Microsoft Excel
- Valuation
- Asset Allocation
- Strategic Financial Planning
- Investment Strategies
- Portfolio Management
- Financial Planning
- Wealth Management
- Insurance
- Asset Management
- Uniform Combined State Law
- 401k
- Financial Modeling
- Life Insurance
- IRAs
- Wealth Management Services
- Fixed Income
- Wealth Accumulation
- ETFs
- High Net Worth Individuals
- Roth IRA
- College Savings Plans
- Trading
Jonathan Voss Summary
- Jonathan Voss, based in Salt Lake City, UT, US, is currently a Vice President, National Investor Center Leader at Fidelity Investments. Jonathan Voss brings experience from previous roles at Fidelity Investments. Jonathan Voss holds a 2013 - 2015 Master of Business Administration (M.B.A.) @ Westminster College. With a robust skill set that includes Microsoft Office, Team Leadership, 401(k) Retirement Savings Plans, 401k Rollovers, Management and more. Jonathan Voss has 2 emails on RocketReach.
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