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
- Investor, Board and Management Advisor @ (January 2025 - Present)
- Private Investor @ (January 2021 - January 2025)
- Principal and Co-Founder @ (July 2020 - July 2021)
- EVP, Head of Wealth Management, Private Banking and Brokerage @ (January 2024 - January 2025)
- Chief Corporate Development Officer, Executive-in-Residence @ (January 2021 - January 2023)
- COO and Head of Business Development, First United Legacy Advisors LLC @ (January 2021 - January 2023)
- EVP, Head of Wealth Management and Fiduciary Services @ (January 2017 - January 2020)
- Chairperson, Officers Trust Committee, Fiduciary Risk Management Committee @ (January 2017 - January 2020)
- CEO, Broadway Wealth Solutions Inc. @ (January 2017 - January 2020)
- (Carve out from BBVA) Principal and Portfolio Manager @ (January 2014 - January 2017)
- Investment Policy Committee Member @ (January 2014 - January 2017)
- President, Chairperson, Management and Operations Committees, BBVA Wealth Solutions @ (January 2011 - January 2014)
- Head of U.S. Strategic Initiatives, Office of the CEO and Strategic Plan @ (January 2010 - January 2014)
- Hedge Fund and Dynamic Asset Allocation (DAA) Team Specialist @ (January 2009 - January 2010)
- Team Lead, Private Client Group @ (January 2007 - January 2010)
Jonathan Wolf Education
- Northwestern University - Kellogg School of Management
Master of Business Administration - MBA
- University of Colorado Denver
Master of Science - MS
- University of Houston-Clear Lake
Master of Science - MS
- University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration - BBA
Jonathan Wolf Skills
- Advisor Productivity
- Banking
- Client Segmentation
- Commercial Performance
- Go-to-Market Strategy
- Growth Strategies
- Infrastructure Design
- Integrated Wealth Platform Leadership
- Investment Advisory Services
- Mergers & Acquisitions (M&A)
- New Market Expansion
- Operating Model Design
- P&L Management
- Private Banking
- Product Innovation
- Profitability Expansion
- RIAs
- Sales Enablement
- Strategic Planning
- Trust Services
- 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
- Executive Management
- Digital Strategy
- Global Strategy
- Revenue and Profit Growth
- Wealth Management Services
- Portfolio Management
- Forecasting
- Customer Satisfaction
- Competitive Analysis
- Differentiation
- Financial Services
- Wealth Management
- Customer Segmentation Strategy
- Business Innovation
- Operations Management
- Budget Management
- Customer Insight
- 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 Marathon Ventures, Bremer Bank 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 Advisor Productivity, Banking, Client Segmentation, Commercial Performance, Go-to-Market Strategy and more. Jonathan Wolf has 1 emails and 2 mobile phone numbers on RocketReach.
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Jonathan Wolf
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Saint Paul, MN, US
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