Grant Jones Email & Phone Number

New York, New York, United States

New York City Metropolitan Area

North America Investment StrategyInvestment Associate - UHNW Metro New York- Responsible for assisting the front office with comprehensive asset allocation, investment strategy, and alternative asset implementation for the firm's most affluent and sophisticated clientele- Formulating bespoke multi-million-dollar portfolios by capitalizing on a strong.

Miami, Florida, United States

New York City Metropolitan Area

- Contributed to Institutional-Backed private opportunities collaborating with Citi’s Direct Private Investment team and Investment Bank - Pioneered a strategic business development plan, resulting in the generation of over 250 high-potential leads with the potential to bring billions in assets under management to the firm-Innovatively devised a novel MSBF.

San Jose, California, United States

- Analyzed undervalued investment opportunities during the height of the COVID-19 pandemic, leading to substantial market outperformance- Developed individualized IPO financial plans for clients, founded on evidence-based pre-IPO planning and strategic post-IPO guidance- Published proprietary research to enhance client satisfaction and retention

Myrtle Beach, South Carolina Area

- Conducted rigorous research on investment prospects, scrutinizing 10Ks, 8Ks, and 10Qs, resulting in well-informed equity and real estate recommendations for presentations and analyses- Selected to work directly with the CFO and CEO, evaluating buyout opportunities aimed at significantly increasing company revenue and optimizing risk management efficiencies

Cambell, CA

Assisted valuing clients ability to quality for Jumbo and Super-Jumbo LoansAnalyzed debt, income, and assets at all loan sizes to achieve our clients the preferred mortgage for their financial needs in the long termCold-called Financial Planners, Estate Lawyers, and Ultra-Wealth Accountants to secure meetings for Senior Loan Officer to expand business.