Financial Planning and Investment Specialist @ (June 2022 - May 2025)
Intermediary Sales Intern @ (June 2021 - January 2022)
Cooperative Education Student @ (January 2020 - December 2020)
Jonathan Wilken Education
The University of Alabama
Bachelor of Business Administration - BBA (Finance)
2018-2022
Jonathan Wilken Skills
Accounting
Asset Allocation
Asset Protection
Finance
Interpersonal Skills
Investment Strategies
Investments
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Personal Finance
Portfolio Management
Portfolio Performance Analysis
Professional Skills
SAP
Sales
Skilled Multi-tasker
Jonathan Wilken Summary
Jonathan Wilken, based in Atlanta, GA, US, is currently a Senior Analyst, Client Success at BIP Capital. Jonathan Wilken brings experience from previous roles at Ameriprise Financial Services, LLC, American Century Investments and Mercedes-Benz U.S. International, Inc.. Jonathan Wilken holds a 2018 - 2022 Bachelor of Business Administration - BBA in Finance @ The University of Alabama. With a robust skill set that includes Accounting, Asset Allocation, Asset Protection, Finance, Interpersonal Skills and more. Jonathan Wilken has 2 emails on RocketReach.
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