Jonathan Kallensee, Crpc® Email & Phone Number
Who is Jonathan Kallensee, Crpc®? Overview
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Jonathan Kallensee, Crpc® is listed as Account Manager at PIMCO, a company with 4234 employees, based in Atlanta, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Kallensee, Crpc®.
Jonathan Kallensee, Crpc® previously worked as Senior Regional Advisor Consultant at Columbia Threadneedle Investments, Us and Regional Advisor Consultant at Columbia Threadneedle Investments, Us. Jonathan Kallensee, Crpc® holds B.S.B.A, Business Law And Marketing from Western Carolina University.
Email format at PIMCO
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About Jonathan Kallensee, Crpc®
Highly driven, performance-focused leader with 17+ years industry experience. Proven record of increasing sales with a focus on building relationships both internally and externally. History of exceeding goal expectations and sales campaign targets. Broker Dealer 2013 Rising Star recipient. FINRA Series 7, 66, CRPC. Appointed Regional Vice President covering all firms in the Atlanta, Georgia market. Previous roles include Tri Channel coverage of Oklahoma and Arkansas and Internal Wholesaler for Columbia Management.Specialties: Mutual Funds; Managed Accounts; Broker Dealer, Independent, RIA firms; Marketing Technologies; 529 Plans; Sales Force; Public Speaking; Map Point; Territory Management; External Wholesaler.Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name for the Columbia and Threadneedle group of companies. Columbia Management Investment Distributors Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered endorsements/recommendations, or indicative of any future performance or success. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit http://www.columbiathreadneedleus.com/social for more important disclosures and information.
Listed skills include Series 7, Mutual Funds, Finance, Wealth Management, and 7 others.
Jonathan Kallensee, Crpc®'s current company
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Jonathan Kallensee, Crpc® work experience
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Senior Regional Advisor Consultant
Current
Regional Advisor Consultant
CurrentRecipient of the Columbia Management 2013 Broker Dealer Rising Star Award. Regional Sales Director covering all channels in Atlanta, Georgia. External mutual fund and SMA Sales.
Regional Vice President- Tri Channel Oklahoma And Arkansas
Covered all major Independant, Broker Dealer, and RIA firms for Columbia Management mutual fund sales.
Internal Wholesaler
Covered North Carolina, South Carolina, and Virginia in both internal and hybrid roles. Promoted Columbia mutual funds to Banks and Broker Dealers.
Financial Advisor
Colleagues at PIMCO
Other employees you can reach at pimco.com. View company contacts for 4234 employees →
Flavia Schai
Colleague at Pimco
Switzerland, Switzerland
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MP
Marcello Pasquatti
Colleague at Pimco
Miami, Florida, United States, United States
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AG
Anna Giannini
Colleague at Pimco
New York, New York, United States, United States
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SY
Shoki Yamazaki
Colleague at Pimco
Tokyo, Tokyo, Japan, Japan
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MG
Michael Gallagher
Colleague at Pimco
Atlanta, Georgia, United States, United States
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CW
Charles Williams
Colleague at Pimco
Newport Beach, California, United States, United States
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MY
Marie Y.
Colleague at Pimco
Huntington Beach, California, United States, United States
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BE
Branan Edgens
Colleague at Pimco
Brooklyn, New York, United States, United States
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SS
Sajid Shaikh
Colleague at Pimco
Mission Viejo, California, United States, United States
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KS
Keaton Sheffert
Colleague at Pimco
New York, New York, United States, United States
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Jonathan Kallensee, Crpc® education
Frequently asked questions about Jonathan Kallensee, Crpc®
Quick answers generated from the profile data available on this page.
What company does Jonathan Kallensee, Crpc® work for?
Jonathan Kallensee, Crpc® works for PIMCO.
What is Jonathan Kallensee, Crpc®'s role at PIMCO?
Jonathan Kallensee, Crpc® is listed as Account Manager at PIMCO.
Where is Jonathan Kallensee, Crpc® based?
Jonathan Kallensee, Crpc® is based in Atlanta, Georgia, United States while working with PIMCO.
What companies has Jonathan Kallensee, Crpc® worked for?
Jonathan Kallensee, Crpc® has worked for Pimco, Columbia Threadneedle Investments, Us, Columbia Management, and Morgan Stanley, Inc.
Who are Jonathan Kallensee, Crpc®'s colleagues at PIMCO?
Jonathan Kallensee, Crpc®'s colleagues at PIMCO include Flavia Schai, Marcello Pasquatti, Anna Giannini, Shoki Yamazaki, and Michael Gallagher.
How can I contact Jonathan Kallensee, Crpc®?
You can use AeroLeads to view verified contact signals for Jonathan Kallensee, Crpc® at PIMCO, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Kallensee, Crpc® attend?
Jonathan Kallensee, Crpc® holds B.S.B.A, Business Law And Marketing from Western Carolina University.
What skills is Jonathan Kallensee, Crpc® known for?
Jonathan Kallensee, Crpc® is listed with skills including Series 7, Mutual Funds, Finance, Wealth Management, Banking, Portfolio Management, Financial Services, and Separately Managed Accounts.
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