Jonathan Whitfield Email & Phone Number
Financial Consultant @ Other / Not Listed
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Jonathan Whitfield Location
- Texas, United States
Jonathan Whitfield Work
- 2021 -now Financial Consultant @
- 2019 -2020 Portfolio Specialist @
- 2017 -2018 Sr Specialist Private Client Services @
- 2014 -2017 Senior Financial Consultant @
- 2013 -2014 Product Management Specialist @
- 2012 -2013 Personal Banker @
- 2010 -2011 Account Executive @
- 2009 -2010 Retail Sales Consultant @
- 2005 -2009 Store Manager @
Jonathan Whitfield Education
- The University of Texas at Arlington
(Business Administration and Management, General)
2003-2006
Jonathan Whitfield Skills
- Leadership
- Series 63
- Thinkorswim
- Team Building
- Public Speaking
- Salesforce.com
- Retirement Planning
- Sales
- Portfolio Management
- Investments
- Finance
- Series 66
- Financial Services
- Wealth Management
- Mutual Funds
- Outlook
- Microsoft Office
- Training
- Customer Service
- Teamwork
- Management
- CRM
- Series 7
- Securities
Jonathan Whitfield Summary
- Jonathan Whitfield, based in Texas, United States, is currently a Financial Consultant at Other / Not Listed. Jonathan Whitfield brings experience from previous roles at Other / Not Listed, TD Ameritrade and First Command Financial Services. Jonathan Whitfield holds a 2003 - 2006 The University of Texas at Arlington. With a robust skill set that includes Leadership, Series 63, Thinkorswim, Team Building, Public Speaking and more. Jonathan Whitfield has 3 mobile phone numbers on RocketReach.
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