Jonathan W. Email
Sales @ Practifi
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Jonathan W. Location
- Chicago, IL, US
Jonathan W. Work
- Advisor Consultant @ (January 2025 - Present)
- Sales @ (January 2020 - Present)
- Regional Sales Executive @ (January 2019 - Present)
- Advisor Consultant @ (August 2014 - January 2019)
- Investment Specialist @ (January 2009 - August 2014)
Jonathan W. Education
- The Ohio State University
- Yale School of Management
Investment Management Thoery & Practice
Jonathan W. Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Business Development
- Business Insights
- Business-to-Business (B2B)
- CRM
- Closed-end Funds
- Communication
- Consultative Sales
- Data Analysis
- Data Orchestration
- Deal Closure
- ETFs
- Emerging Markets
- Equities
- Excel Models
- FinTech
- Financial Modeling
- Financial Technology
- Finra
- Fixed Income
- Forecasting
- Go-to-Market Strategy
- Key Performance Indicators
- Lead Generation
- Lead Qualification
- Leadership
- MEDDIC Sales Methodology
- Municipal Bonds
- Mutual Funds
- Portfolio Construction
- Presentation Skills
- SaaS Sales
- Sales Operations
- Sales Performance
- Sales Pipeline Management
- Sales Processes
- Sales Prospecting
- Sales Strategy
- Separately Managed Accounts
- Series 63
- Series 65
- Series 7
- Strategic Planning
- Strategy Alignment
- Structured Notes
- Unit Investment Trusts
Jonathan W. Summary
- Jonathan W., based in Chicago, IL, US, is currently a Sales at Practifi. Jonathan W. brings experience from previous roles at Fispoke™, Core10, Nuveen Investments and J.P. Morgan Private Banking. Jonathan W. holds a The Ohio State University. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Business Development, Business Insights and more. Jonathan W. has 1 emails on RocketReach.
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