Jonathan Winer Email & Phone Number
Portfolio Implementation Analyst @ Fisher Investments
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Jonathan Winer Location
- Tampa, FL, US
Jonathan Winer Work
- Portfolio Implementation Analyst @ (December 2024 - Present)
- Portfolio Implementation Specialist @ (June 2024 - December 2024)
- Portfolio Implementation Associate @ (June 2023 - June 2024)
- Client Services Associate @ (July 2021 - June 2023)
- Portfolio Manager @ (July 2020 - July 2021)
- Student Web Content Editor @ (February 2018 - May 2021)
Jonathan Winer Education
- Stetson University
Bachelor of Business Administration - BBA (Majors: Finance, Economics; Minor: Psychology)
2017-2021
Jonathan Winer Skills
- Adaptation
- Analytical Skills
- Budgeting
- Content Management
- Economics
- Editing
- Finance
- French
- HTML
- Leadership
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Project Management
- Search Engine Optimization (SEO)
- Web Content Writing
Jonathan Winer Summary
- Jonathan Winer, based in Tampa, FL, US, is currently a Portfolio Implementation Analyst at Fisher Investments. Jonathan Winer brings experience from previous roles at Fisher Investments and Roland George Investment Program. Jonathan Winer holds a 2017 - 2021 Bachelor of Business Administration - BBA in Majors: Finance, Economics; Minor: Psychology @ Stetson University. With a robust skill set that includes Adaptation, Analytical Skills, Budgeting, Content Management, Economics and more. Jonathan Winer has 2 emails and 2 mobile phone numbers on RocketReach.
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