Jonathan Wackerly Location
Norfolk, VA, US
Jonathan Wackerly Work
- 2021 - now Client Success Executive @ True Benefit
- 2013 - 2021 Senior Account Executive @ AssuredPartners
- 2006 - 2013 Defined Benefit Operations Manager @ Fidelity Investments
- 2006 - 2007 401K Operations Manager @ Fidelity Investments
- 2001 - 2006 401K Project Manager @ Fidelity Investments
- 1999 - 2001 Associate Client Service Manager @ Fidelity Investments
- 1996 - 1999 401K Participant Service Representative @ Fidelity Investments
Jonathan Wackerly Education
- University of Cincinnati
Marketing/Management
Jonathan Wackerly Skills
- 401k
- Financial Services
- Management
- Retirement
- Series 63
- Operations Management
- Leadership
- Team Leadership
- Manage Client Relationships
- Client Relations Skills
Jonathan Wackerly Summary
Jonathan Wackerly, based in Norfolk, VA, US, is currently a Client Success Executive at True Benefit. Jonathan Wackerly brings experience from previous roles at AssuredPartners/Financial Directions and Fidelity Investments. Jonathan Wackerly holds a Marketing/Management @ University of Cincinnati. With a robust skill set that includes 401k, Financial Services, Management, Retirement, Series 63 and more. Jonathan Wackerly has 1 emails and 1 mobile phone numbers on RocketReach.
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