Jonathon Kollra Email & Phone Number
Business Finance Consultant @ First Financial
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Jonathon Kollra Location
- Pompano Beach, FL, US
Jonathon Kollra Work
- 2021 -now Business Finance Consultant @
- 2020 -2021 Business Development Officer @
- 2016 -2020 Director, Financial Planning @
- 2013 -2016 Relationship Manager @
- 2012 -2013 Director of Business Development @
- 2006 -2012 Branch Manager @
- 1999 -2006 Investment Consultant @
- 2005 -2006 Investment Consultant @
- 1998 -1999 Personal Financial Advisor @
- 1997 -1998 Assistant to Vice President @
Jonathon Kollra Education
- Nova Southeastern University
MBA (Finance)
2000-2002 - University of Miami - School of Business
BBA (International Finance and Marketing)
1992-1996
Jonathon Kollra Skills
- Series 7
- Series 63
- Sales Management
- Coaching
- Investment Advisory
- Securities
- Investments
- ETFs
- Portfolio Management
- Investment Products
- Options
- Wealth
- Series 9 & 10
- Recruiting
- Risk Management
- Financial Services
- Retirement Planning
- Series 24
- Mutual Funds
- Equities
- Fixed Income
- Uniform Combined State Law
- Asset Allocation
- Wealth Management
- Relationship Management
- Estate Planning
- Insurance
- FINRA
- Leadership
- 401k
- Alternative Investments
- Asset Management
- Bonds
- Investment Strategies
- Retirement
- Investment Management
- Financial Advisory
- Trading
- Strategic Financial Planning
- Series 65
- 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 Series 7, Series 63, Sales Management, Coaching, Investment Advisory and more. Jonathon Kollra has 4 emails and 4 mobile phone numbers on RocketReach.
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