Jonathan Wong Email & Phone Number
VP, Financial Solutions Advisor @ Merrill Edge
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Jonathan Wong Location
- Texas, United States
Jonathan Wong Work
- 2025 -now VP, Financial Solutions Advisor @
- 2023 -2025 VP, Private Bank Treasury Fulfillment Advisor @
- 2018 -2023 AVP; Financial Solutions Advisor @
- 2016 -2018 Preferred Centralized Sales FC Sr Specialist @
- 2014 -2016 Treasury Services Advisor @
- 2013 -2014 Customer Service and Sales Specialist @
- 2012 -2013 Teller @
- 2012 -2012 IRS Certified Volunteer Tax Preparer @
- 2011 -2011 Accountant and Financial Analyst @ Star Petrotech Pte Ltd
Jonathan Wong Education
- The University of Texas at Austin
Bachelor of Business Administration (BBA) (Banking, Corporate, Finance, and Securities Law)
2009-2013 - Iolani School 2003-2009
Jonathan Wong Skills
- Tax Returns
- Accounting
- Microsoft Excel
- PowerPoint
- Tax Preparation
- Microsoft Word
- Bookkeeping
- Financial Accounting
- General Ledger
- Financial Analysis
- Finance
- Customer Service
- Financial Modeling
- Data Analysis
- Football
- Cisco VPN
- Asian Business
- Festivals
- Linux
- Suppliers
- Sports
- Family Business
- Retail
- Sales
- Community
- Perl
- DNS
- STAR
- Networking
- Tax
- Students
- Chinese
- Cooking
- CDMA
- Foundation
- Languages
- Cleaning
- TCP/IP
- Reports
- Active
- Workshops
- Inventory
- Business Administration
- Volleyball
- Families
- Petroleum
- Buying
- Network Security
- Singapore
- Cross Country
- No Restrictions
- Manufacturing
- Apparel
- Cisco IOS
- Boys
- Cantonese
- Network Services
- Texas
- Part Time
- VPN
- Financial Statements
- Wireless
- Basketball
- Mandarin
- Income
- Analysis
- DHCP
- Computer Proficiency
- Wholesale
- Leadership Experience
- Process Improvement
- Six Sigma
- Strategy
- Leadership
- Continuous Improvement
- Business Process Improvement
- Cross Functional Team Leadership
- Program Management
- Management
- Change Management
- Integration
- Business Process
- Vendor Management
- Strategic Planning
- Team Leadership
- Team Building
- Human Resources
- Business Analysis
- Analytics
- Risk Management
- Mentoring
- Organizational Development
- Customer Experience
- Training
- Outsourcing
- Performance Management
- SaaS
- Start Ups
- CRM
- Coaching
- Management Consulting
- Project Management
- Call Centers
- Operations Management
- SDLC
- Product Management
- PMO
- Project Portfolio Management
- IT Strategy
- Operational Excellence
- Social Business Design
- Net Promoter Score
- Customer Experience Design
- Customer Experience Transformation
- Customer Experience Consulting
- Lean Transformation
- Executive Coaching
- Executive Management
Jonathan Wong Summary
- Jonathan Wong, based in Texas, United States, is currently a VP, Financial Solutions Advisor at Merrill Edge. Jonathan Wong brings experience from previous roles at Bank of America, Merrill Edge and Bank of America Merrill Lynch. Jonathan Wong holds a 2009 - 2013 Bachelor of Business Administration (BBA) in Banking, Corporate, Finance, and Securities Law @ The University of Texas at Austin. With a robust skill set that includes Tax Returns, Accounting, Microsoft Excel, PowerPoint, Tax Preparation and more. Jonathan Wong has 1 emails and 3 mobile phone numbers on RocketReach.
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