Jonathan Wiener Email & Phone Number
Northeast Diversity and Inclusion Council @ Morgan Stanley
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Jonathan Wiener Location
- New York, NY, US
Jonathan Wiener Work
- 2021 -now Vice President | Portfolio Manager | Financial Advisor @
- 2024 -now Northeast Diversity and Inclusion Council @
- 2022 -2025 Board Member @
- 2020 -2021 Business Development Executive, Venture Capital and Private Equity @
- 2019 -2020 Director @ PRI Family Office
- 2018 -2019 Director, National Accounts Relationship Manager @
- 2015 -2018 Regional Advisor Consultant @
- 2013 -2015 Regional Sales Consultant @
- 2012 -2013 Senior Representative @
- 2008 -2011 Sports Director and Sports Broadcastor @
Jonathan Wiener Education
- University at Albany, SUNY
B.S. Business Administration (University at Albany School of Business Investment Group (Senior Equity Analyst))
Jonathan Wiener Skills
- CRM
- Mutual Funds
- Strategic Planning
- Asset Management
- Radio Broadcasting
- Alternative Investments
- Capital Markets
- Morningstar
- Microsoft Excel
- Broadcast Television
- Separately Managed Accounts
- Bloomberg
- ETFs
- UCITS
- Services
- Equities
- Microsoft Office
- Consulting
- Public Speaking
- Client Relations
- Salesforce.com
- Real Estate Investment Trust
- Infrastructure
- Retirement Planning
- Sales
- Business Development
- Investments
- Zephyr
- Asset Allocation
- Real Estate Investment
- Fundraising
- Financial Services
- Wealth Management
- Sicav
- Enterprise Technology Sales
- Enterprise Sales
- Qualified Retirement Plans
- Real Estate
- National Accounts
- FinTech
- Private Equity
- New Client Acquisitions
- Venture Capital
- Sales Prospecting
- 401 Retirement Savings Plans
- Investment Management
Jonathan Wiener Summary
- Jonathan Wiener, based in New York, NY, US, is currently a Northeast Diversity and Inclusion Council at Morgan Stanley. Jonathan Wiener brings experience from previous roles at Morgan Stanley, Young New Yorkers' Chorus, PitchBook Data and PRI Family Office. Jonathan Wiener holds a B.S. Business Administration in University at Albany School of Business Investment Group (Senior Equity Analyst) @ University at Albany, SUNY. With a robust skill set that includes CRM, Mutual Funds, Strategic Planning, Asset Management, Radio Broadcasting and more. Jonathan Wiener has 3 emails and 2 mobile phone numbers on RocketReach.
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