Jonathan Wang Email & Phone Number
Wealth Management Advisor @ Charles Schwab
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Jonathan Wang Location
- Seattle, WA, US
Jonathan Wang Work
- Wealth Management Advisor @ (May 2026 - Present)
- Vice President, Financial Consultant @ (January 2025 - May 2026)
- Vice President, Financial Consultant @ (August 2021 - May 2026)
- Financial Consultant Partner @ (August 2020 - August 2021)
- Financial Consultant Academy @ (August 2018 - August 2020)
- Head Counselor @ (June 2015 - August 2017)
Jonathan Wang Education
- Purdue University
Bachelor of Science - BS (Finance and Business Management)
2014-2018 - Purdue University
(Entrepreneurship/Entrepreneurial Studies)
2014-2016 - Miami Palmetto Senior High School
High School Diploma
2010-2014
Jonathan Wang Skills
- Management
- Leadership
- Financial Goals
- Social Media
- Time Management
- Goal Analysis
- Goal Seek
- Teaching
- Coaching
- Team Motivation
- Problem Solving
- Project Management
- Event Planning
- Event Management
- Social Responsibility
- Social Skills
- Social Entrepreneurship
- Entrepreneurship
- Innovation Management
- Idea Person
- Pitching Ideas
- Team Leadership
- Team Building
- Teamwork
- Team Management
- Team Organisation
Jonathan Wang Summary
- Jonathan Wang, based in Seattle, WA, US, is currently a Wealth Management Advisor at Charles Schwab. Jonathan Wang brings experience from previous roles at Charles Schwab. Jonathan Wang holds a 2014 - 2018 Bachelor of Science - BS in Finance and Business Management @ Purdue University. With a robust skill set that includes Management, Leadership, Financial Goals, Social Media, Time Management and more. Jonathan Wang has 2 mobile phone numbers on RocketReach.
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