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 @
- 2022 -2024 Vice President - Commercial Credit Products PM @
- 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 @
- 2009 -2015 Western Region Muni Bond Broker @ Chapdelaine & Co.
- 2001 -2005 Research Analyst @ Babson Capital Management
- 1995 -1999 Listed Trader @
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
- Investments
- Asset Management
- Portfolio Management
- Securities
- Derivatives
- Management
- Microsoft Word
- Project Management
- Risk Management
- Financial Analysis
- PowerPoint
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 2 emails and 1 mobile phone numbers on RocketReach.
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