Jonathon Kollra Email & Phone Number
Business Finance Consultant @ First Financial
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Jonathon Kollra Location
- Pompano Beach, FL, US
Jonathon Kollra Work
- Business Finance Consultant @ (July 2021 - Present)
- Business Development Officer @ (June 2020 - June 2021)
- Director, Financial Planning @ (June 2016 - June 2020)
- Relationship Manager @ (February 2013 - June 2016)
- Director of Business Development @ (November 2012 - February 2013)
- Branch Manager @ (October 2006 - October 2012)
- Investment Consultant @ (May 1999 - September 2006)
- Investment Consultant @ (January 2005 - August 2006)
- Personal Financial Advisor @ (June 1998 - May 1999)
- Assistant to Vice President @ (August 1997 - June 1998)
Jonathon Kollra Education
- Nova Southeastern University
MBA (Finance)
2000-2002 - University of Miami Business School
BBA (International Finance and Marketing)
1992-1996
Jonathon Kollra Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- Coaching
- ETFs
- Equities
- Estate Planning
- FINRA
- Financial Advisory
- Financial Services
- Fixed Income
- Insurance
- Investment Advisory
- Investment Management
- Investment Products
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Options
- Portfolio Management
- Recruiting
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Series 9 & 10
- Strategic Financial Planning
- Trading
- Uniform Combined State Law
- Wealth
- Wealth Management
- Wealth Management Services
- Planning
- Microsoft Office
- Financial Planning
- Series 9 and 10
- Business Development
- Marketing
- Management
- Strategy
- Business Analysis
Jonathon Kollra Summary
- Jonathon Kollra, based in Pompano Beach, FL, US, is currently a Business Finance Consultant at First Financial Leasing & Finance, Inc.. Jonathon Kollra brings experience from previous roles at The Retirement Income Store®, Edelman Financial Engines, Charles Schwab Advisor Services and The Burney Company. Jonathon Kollra holds a 2000 - 2002 MBA in Finance @ Nova Southeastern University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Bonds and more. Jonathon Kollra has 4 emails and 4 mobile phone numbers on RocketReach.
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