Jonathan Wilcox Email & Phone Number
President
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Jonathan Wilcox Location
- Oklahoma City, OK, US
Jonathan Wilcox Work
- Investor in Residence @ University of Oklahoma Foundation (August 2024 - August 2025)
- President @ Maroon Holdings, Ltd. (April 2017 - Present)
- Chief Investment Officer @ (August 2016 - April 2024)
- Financial Planner @ Eagle Strategies, LLC, a Registered Investment Advisor (January 2013 - January 2016)
- Investment Director @ (January 2010 - January 2013)
- Derivatives Trader @ (April 2009 - May 2010)
- Vice President Trader @ (February 2004 - April 2007)
- Junior Trader @ (February 2001 - February 2004)
- Financial Planner @ (December 2013 - August 2016)
- Trading Assistant @ (June 2000 - February 2001)
- Investment Consultant @ (August 2010 - November 2013)
Jonathan Wilcox Education
- Minnesota State University
Bachelor of Science (Finance)
- The University of Chicago Booth School of Business
Master of Business Administration (Accounting and Finance)
Jonathan Wilcox Skills
- Defined Benefit
- Common Sense
- Strategic Asset Management
- Trusts
- Governance, Risk Management, and Compliance (GRC)
- Management
- Key Performance Indicators
- Financial Systems
- Risk Metrics
- Investment Accounting
- Performance Monitoring
- Investment Performance
- Investment Decisions
- Tax Planning
- Investment Analysis
- Business Requirements
- Presentations
- Reporting & Analysis
- Investment Control
- Investment Modeling
- Economic Capital
- Asset Modeling
- Interpersonal Communication
- Communication
- Asset and Liability Management (ALM)
- Fixed Income
- Derivatives
- Finance
- Options
- Investments
- asset allocation
- Portfolio Management
- Analytical Skills
- Investment Management
- Asset Management
- Tactical Asset Allocation
- Investment Strategies
- Insurance
- Financial Modeling
- Liquidity Management
- Risk Management
- Strategic Planning
- Presentation Skills
- Problem Solving
- Due Diligence
- Leadership
- Chartered Financial Analyst
- Capital Markets
- Securities
- Capital Allocation
- Fixed Income Portfolio Management
- Fixed Income Strategies
- Fixed Income Analysis
- Time Management
- Efficent
- Decision-Making
- Macroeconomics
- Interpersonal Skills
- Microsoft Excel
- Microsoft Office
- Investment Advisory Services
- PowerPoint
- Customer Service
- Business Development
- Marketing
- Stocks
- Decision Making
Jonathan Wilcox Summary
- Jonathan Wilcox, based in Oklahoma City, OK, US, is currently a President at Maroon Holdings, Ltd.. Jonathan Wilcox brings experience from previous roles at University of Oklahoma Foundation, CompSource Mutual Insurance Company, Eagle Strategies, LLC, a Registered Investment Advisor and Cambridge Associates. Jonathan Wilcox holds a Bachelor of Science in Finance @ Minnesota State University. With a robust skill set that includes Defined Benefit, Common Sense, Strategic Asset Management, Trusts, Governance, Risk Management, and Compliance (GRC) and more. Jonathan Wilcox has 2 emails and 5 mobile phone numbers on RocketReach.
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