Jonathan Hartley Email & Phone Number

New York, Ny, Us

Wilmington, Delaware, United States

Malvern, Pa

• FP&A liaison to Vanguard's 'Marketing & Communications' and 'Corporate Summary' business segments - financial portfolios with collective annual expenses totaling approximately $430M).• Support internal clients via financial reporting, seasonal forecasting, KPI/variance analysis, ledger reconciliation, and ad-hoc requests.• Strategically identify expense reduction/investment opportunities and consult with senior leaders.• Chosen by management to help compile a company-wide onboarding curriculum for new FAs.• Attended 2015 Financial Analyst Training due to command of financial concepts.• Sole FA invited to Association of Financial Professionals (AFP) conference in Denver, CO (2015).

Malvern, Pa

• Accurately and efficiently executed mutual fund, ETF, and securities orders for personal investors.• Helped clients make suitable investment decisions via enhanced guidance, asset allocation, risk mitigation, and cost minimization discussions.• Educated investors as to Vanguard’s financial products and services as well as capital market interactions.• Facilitated portfolio growth by identifying and positioning asset consolidation opportunities.• Trained new associates during side-by-side coaching sessions.

Chadds Ford, Pa

• Conducted property research, formatted realty reports, and created a database for clients’ holdings.• Personally managed and filed 400+ private and commercial real estate tax assessment appeals.• Drafted and distributed contracts, leases, and other legal documents on Mr. Weiss’s behalf.• Accompanied Mr. Weiss to court proceedings; liaised with company clientele and associates.

Bachelor’S Degree, Economics

Activities and Societies: Sigma Phi Epsilon PA Rho Fraternity, Personal Finance & Investment Club, The God's Child ProjectMinor: English

High School

Activities and Societies: Varsity Wrestling, All-State Orchestra (Violin)

Trading - Stocks, Futures, Options, Fx