Jonathan Wolf Email & Phone Number
Investor, Board and Management Advisor @ Marathon Ventures
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Jonathan Wolf Location
- Saint Paul, MN, US
Jonathan Wolf Work
- 2025 -now Investor, Board and Management Advisor @
- 2024 -2025 EVP, Head of Wealth Management, Private Banking and Brokerage @
- 2021 -2025 Private Investor @
- 2021 -2023 Chief Corporate Development Officer, Executive-in-Residence @
- 2021 -2023 COO and Head of Business Development, First United Legacy Advisors LLC @
- 2020 -2021 Principal and Co-Founder @
- 2017 -2020 EVP, Head of Wealth Management and Fiduciary Services @
- 2017 -2020 Chairperson, Officers Trust Committee, Fiduciary Risk Management Committee @
- 2017 -2020 CEO, Broadway Wealth Solutions Inc. @
- 2014 -2017 (Carve out from BBVA) Principal and Portfolio Manager @
- 2014 -2017 Investment Policy Committee Member @
- 2011 -2014 President, Chairperson, Management and Operations Committees, BBVA Wealth Solutions @
- 2010 -2014 Head of U.S. Strategic Initiatives, Office of the CEO and Strategic Plan @
- 2009 -2010 Hedge Fund and Dynamic Asset Allocation (DAA) Team Specialist @
- 2007 -2010 Team Lead, Private Client Group @
Jonathan Wolf Education
- Northwestern University - Kellogg School of Management
Master of Business Administration - MBA
- University of Colorado Denver
Master of Science - MS (Information Systems, Enterprise Technology)
- University of Houston-Clear Lake
Master of Science - MS (Finance, Investment Management)
- University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration - BBA
Jonathan Wolf Skills
- Microsoft Excel
- Leadership
- Investments
- Strategy
- Business Development
- Business Analysis
- Entrepreneurship
- Enterprise Software
- Finance
- Planned Preventative Maintenance
- IP
- Risk Management
- Turnaround Experience
- Coalition Development
- Strategic Technology Planning
- Team Building
- Strategic Influence
- Portfolio Optimization
- Distribution
- Distributed Systems
- Business Transformation
- Growth Strategies
- Executive Management
- Digital Strategy
- Global Strategy
- Revenue and Profit Growth
- Wealth Management Services
- Portfolio Management
- Forecasting
- Customer Satisfaction
- Competitive Analysis
- Differentiation
- Strategic Planning
- Financial Services
- Wealth Management
- Customer Segmentation Strategy
- Business Innovation
- Operations Management
- Budget Management
- Customer Insight
- P&l Management
- Cross Functional Team Leadership
- Change Management
- Employee Training
- Regulatory Compliance
- Contract Negotiation
- Business Process Improvement
- Operational Excellence
- Management
- Resource Optimization
- Financial Reporting
- Product Development
- Project Management
- Coaching
- Service Improvement
- C Level Relationships
- Expense Reduction
- Resource Allocation
Jonathan Wolf Summary
- Jonathan Wolf, based in Saint Paul, MN, US, is currently a Investor, Board and Management Advisor at Marathon Ventures. Jonathan Wolf brings experience from previous roles at Bremer Bank, Marathon Ventures and First United Bank & Trust. Jonathan Wolf holds a Master of Business Administration - MBA @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Microsoft Excel, Leadership, Investments, Strategy, Business Development and more. Jonathan Wolf has 1 emails and 2 mobile phone numbers on RocketReach.
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Jonathan Wolf
Investor, Board and Management Advisor
Saint Paul, MN, US
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