Jorge Jonas Email & Phone Number

Director, Investment Services @ PTMA Financial Solutions

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Jorge Jonas Location

Atlanta, GA, US

Jorge Jonas Work

2024 - now Director, Investment Services @ PTMA Financial Solutions
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2022 - 2024 Vice President - Commercial Credit Products PM @ Regions Bank
2019 - 2022 Portfolio Manager and Director of Cash and Investments @ City of Atlanta

2018 - 2019 Junior Portfolio Manager and Senior Analyst @ Office of Treasury, State of Georgia
2015 - 2018 Cash and Investment Manager @ City of Atlanta
2009 - 2015 Western Region Muni Bond Broker @ Chapdelaine & Co.
2001 - 2005 Research Analyst @ Babson Capital Management
1995 - 1999 Listed Trader @ Neuberger
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Jorge Jonas Education

Hofstra University - Frank G. Zarb School of Business
MBA (Finance)
1999 - 2001
Clarkson University
Bachelor's of Science - Technical Communications (Technical and Scientific Communication)
1989 - 1994

Jorge Jonas Skills

Presentations
Investment Selection
Financial Modeling

Economics
Due Diligence
Fixed Income
Capital Markets
Bloomberg
Equities
Hedge Funds

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Jorge Jonas Summary

Jorge Jonas, based in Atlanta, GA, US, is currently a Director, Investment Services at PTMA Financial Solutions. Jorge Jonas brings experience from previous roles at Regions Bank, City of Atlanta and Office of Treasury, State of Georgia. Jorge Jonas holds a 1999 - 2001 MBA in Finance @ Hofstra University - Frank G. Zarb School of Business. With a robust skill set that includes Presentations, Investment Selection, Financial Modeling, Economics, Due Diligence and more. Jorge Jonas has 3 emails and 1 mobile phone numbers on RocketReach.

Jorge Jonas Emails

Found 3 emails

Jorge Jonas Phone Numbers

Found 2 phone numbers

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Boston, MA, US
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Matthew Orseske

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Caleb Walter

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Sara Schnoor

Vice President, Investment Services at PTMA Financial Solutions

Milwaukee, WI, US
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Courtney Clarke

Vice President, Institutional Portfolio Manager at PTMA Financial Solutions

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Naperville, IL, US
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Jon Martens

Vice President of Finance, Controller at PTMA Financial Solutions

Chicago, IL, US
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Matthew Silkey

Associate Vice President, Investment Services at PTMA Financial Solutions

Milwaukee, WI, US
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