Jonathan Wittlin Email & Phone Number
Managing Director – Client Advisor @ Freestone Capital Management
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Jonathan Wittlin Location
- San Francisco, CA, US
Jonathan Wittlin Work
- 2023 -now Managing Director – Client Advisor @
- 2022 -2023 Principal | Wealth Advisor @
- 2021 -2022 Wealth Advisor | Shareholder @
- 2019 -2021 Wealth Planning Director @
- 2018 -2019 Managing Director | Head of Financial Planning @
- 2016 -2018 Managing Director | Head of Financial Planning @
- 2004 -2016 VP and then SVP, Financial Planning @
- 2001 -2004 Controller @
- 1999 -2000 Controller and Senior Accountant | Hibernia Communications @
- 1996 -1998 Financial Analyst @
Jonathan Wittlin Education
- Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (Accounting (CPA Track))
1992-1996
Jonathan Wittlin Summary
- Jonathan Wittlin, based in San Francisco, CA, US, is currently a Managing Director – Client Advisor at Freestone Capital Management. Jonathan Wittlin brings experience from previous roles at Parallel Advisors, LLC and Lenox Wealth Advisors. Jonathan Wittlin holds a 1992 - 1996 Bachelor of Science in Accounting (CPA Track) @ Syracuse University - Martin J. Whitman School of Management. Jonathan Wittlin has 1 emails and 2 mobile phone numbers on RocketReach.
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