Kate Jonas Email & Phone Number
Head of Consultant Relations @ L&G – Asset Management, America
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Kate Jonas Location
- New York, NY, US
Kate Jonas Work
- 2025 -now Head of Consultant Relations @
- 2023 -2025 Strategic Advisor | Asset Management Industry @ Kate Jonas Group
- 2017 -2023 Managing Director, Head of Global Consultant Relations @
- 2017 -2023 Senior Managing Director @
- 2011 -2016 Managing Director, Head of Defined Contribution Consultant Relations @
- 2000 -2016 Managing Director @
- 2007 -2008 Vice President @
- 1997 -2000 Vice President @ JP Morgan Asset Management
- 1985 -1996 Principal @
Kate Jonas Education
- University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
1983-1985 - Smith College
AB (Government and American Studies)
Kate Jonas Skills
- Defined Contribution
- Series 7
- Series 63
- 401k
- Asset Management
- Portfolio Management
- Hedge Funds
- Fixed Income
- Pensions
- Investments
- Investment Strategies
- Equities
- Asset Allocation
- Mutual Funds
- Investment Management
- Financial Services
Kate Jonas Summary
- Kate Jonas, based in New York, NY, US, is currently a Head of Consultant Relations at L&G – Asset Management, America. Kate Jonas brings experience from previous roles at Kate Jonas Group, Nuveen, nuveen and BlackRock Financial Management. Kate Jonas holds a 1983 - 1985 Master of Business Administration (MBA) @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Defined Contribution, Series 7, Series 63, 401k, Asset Management and more. Kate Jonas has 1 emails on RocketReach.
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