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Jon-Marco Fields Email & Phone Number
Investment Analyst
at
Canterbury Consulting
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Analyst
Location
Torrance, California, United States
Company size
Who is Jon-Marco Fields? Overview
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Quick answer
Jon-Marco Fields is listed as Investment Analyst at Canterbury Consulting, a company with 104 employees, based in Torrance, California, United States. AeroLeads shows a matched LinkedIn profile for Jon-Marco Fields.
Jon-Marco Fields previously worked as Investment Analyst Intern at Canterbury Consulting and Equity Analyst at Beach Investment Group (Big). Jon-Marco Fields holds Finance, General from California State University, Long Beach.
Company email context
Email format at Canterbury Consulting
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Canterbury Consulting
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Profile bio
About Jon-Marco Fields
Jon-Marco Fields is a Investment Analyst at Canterbury Consulting.
Current workplace
Jon-Marco Fields's current company
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Canterbury Consulting
5 roles
Jon-Marco Fields work experience
A career timeline built from the work history available for this profile.
Investment Analyst Intern
CurrentCanterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in.
Oct 2024 - Present
Equity Analyst
- Grew the AUM from $1 million to $1.3 million within my tenure. - Initiated profitable equity investment opportunities directly to the investment group. Presentations highlighted catalysts, growth opportunities, and risks within the potential investment.- Utilized the portfolio analyst’s sector weights to select equities that would best fit the.
Jul 2023 - Sep 2024
Server
- Manage credit, debit, and cash financial transactions using Toast POS system for over 250 transactions week.- Oversee preparation and accommodation of up to 40 customers at one time.- Maintain robust knowledge of over 125 food and drink items to proactively up-sell items to guests and enhance customer satisfaction.- Focus on interpersonal relationships.
Mar 2022 - Sep 2024
Shift Manager
- Optimized shift schedules to reduce labor costs below 22 percent.- Responsible for daily shift deposits to the bank and ensured the safe was balanced at $3000.- Supervised staff to ensure that health protocols were constantly being followed in compliance with California health codes.- Trained new hires on new positions such as order taking, cashiering.
Aug 2018 - Mar 2020
Team & coworkers
Colleagues at Canterbury Consulting
Other employees you can reach at canterburyconsulting.com. View company contacts for 104 employees →
JL
Jason Levey
Colleague at Canterbury ConsultingOrange County, California, United States, United States
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TS
Traci Splane
Colleague at Canterbury ConsultingAnaheim, California, United States, United States
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CA
Canterbury Accounting
Colleague at Canterbury ConsultingNewport Beach, California, United States, United States
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KS
Katie Sullivan
Colleague at Canterbury ConsultingOrange County, California, United States, United States
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AG
Ariel Gavriliuc
Colleague at Canterbury ConsultingIrvine, California, United States, United States
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DR
D Robinson Cluck
Colleague at Canterbury ConsultingNewport Beach, California, United States, United States
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KM
Kyle Mcintyre
Colleague at Canterbury ConsultingSeattle, Washington, United States, United States
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NW
Nolan Wood, Cfa
Colleague at Canterbury ConsultingSeattle, Washington, United States, United States
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EH
Ethan Henry
Colleague at Canterbury ConsultingUnited States, United States
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AC
Antoine Chapel
Colleague at Canterbury ConsultingGreater Nantes Metropolitan Area, France
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Jason Levey
Colleague at Canterbury ConsultingOrange County, California, United States, United States
View →
TS
Traci Splane
Colleague at Canterbury ConsultingAnaheim, California, United States, United States
View →
CA
Canterbury Accounting
Colleague at Canterbury ConsultingNewport Beach, California, United States, United States
View →
KS
Katie Sullivan
Colleague at Canterbury ConsultingOrange County, California, United States, United States
View →
AG
Ariel Gavriliuc
Colleague at Canterbury ConsultingIrvine, California, United States, United States
View →
DR
D Robinson Cluck
Colleague at Canterbury ConsultingNewport Beach, California, United States, United States
View →
KM
Kyle Mcintyre
Colleague at Canterbury ConsultingSeattle, Washington, United States, United States
View →
NW
Nolan Wood, Cfa
Colleague at Canterbury ConsultingSeattle, Washington, United States, United States
View →
EH
Ethan Henry
Colleague at Canterbury ConsultingUnited States, United States
View →
AC
Antoine Chapel
Colleague at Canterbury ConsultingGreater Nantes Metropolitan Area, France
View →
2 education records
Jon-Marco Fields education
Finance, General
Associate'S Degree, Economics
FAQ
Frequently asked questions about Jon-Marco Fields
Quick answers generated from the profile data available on this page.
What company does Jon-Marco Fields work for?
Jon-Marco Fields works for Canterbury Consulting.
What is Jon-Marco Fields's role at Canterbury Consulting?
Jon-Marco Fields is listed as Investment Analyst at Canterbury Consulting.
Where is Jon-Marco Fields based?
Jon-Marco Fields is based in Torrance, California, United States while working with Canterbury Consulting.
What companies has Jon-Marco Fields worked for?
Jon-Marco Fields has worked for Canterbury Consulting, Beach Investment Group (Big), King'S Hawaiian, and Jamba.
Who are Jon-Marco Fields's colleagues at Canterbury Consulting?
Jon-Marco Fields's colleagues at Canterbury Consulting include Jason Levey, Traci Splane, Canterbury Accounting, Katie Sullivan, and Ariel Gavriliuc.
How can I contact Jon-Marco Fields?
You can use AeroLeads to view verified contact signals for Jon-Marco Fields at Canterbury Consulting, including work email, phone, and LinkedIn data when available.
What schools did Jon-Marco Fields attend?
Jon-Marco Fields holds Finance, General from California State University, Long Beach.
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