Jonathan Kallensee, Crpc®
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Jonathan Kallensee, Crpc® Email & Phone Number

Account Manager at PIMCO
Location: Atlanta, Georgia, United States 6 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 100%

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Current company
PIMCO
Role
Account Manager
Location
Atlanta, Georgia, United States
Company size
4234 employees

Who is Jonathan Kallensee, Crpc®? Overview

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Quick answer

Jonathan Kallensee, Crpc® is listed as Account Manager at PIMCO, a 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.

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Email format at PIMCO

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PIMCO

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Profile bio

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.

Current workplace

Jonathan Kallensee, Crpc®'s current company

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PIMCO
Pimco
Account Manager
Atlanta, GA, US
Website
pimco.com
Employees
4234
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Company profile
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6 roles · 22 years

Jonathan Kallensee, Crpc® work experience

A career timeline built from the work history available for this profile.

Account Manager

Pimco

Atlanta, Ga, Us

Regional Advisor Consultant

Current
Columbia Threadneedle Investments, Us

Atlanta, Georgia

Recipient 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.

Dec 2013 - Present

Regional Vice President- Tri Channel Oklahoma And Arkansas

Columbia Management

Tulsa, Oklahoma Area

Covered all major Independant, Broker Dealer, and RIA firms for Columbia Management mutual fund sales.

May 2009 - Dec 2013

Internal Wholesaler

Columbia Management

Greater Boston Area

Covered North Carolina, South Carolina, and Virginia in both internal and hybrid roles. Promoted Columbia mutual funds to Banks and Broker Dealers.

2005 - 2009 ~4 yrs

Financial Advisor

Morgan Stanley, Inc

Charlotte, North Carolina Area

May 2005 - Aug 2006
Team & coworkers

Colleagues at PIMCO

Other employees you can reach at pimco.com. View company contacts for 4234 employees →

FS Fadel Sahib Adegoke Fadel Sahib Adegoke Colleague at PimcoParis, Île-De-France, France View → LB Lee Baker Lee Baker Colleague at PimcoGreater Blackburn With Darwen Area, United Kingdom View → GS Gurdain Singh Gurdain Singh Colleague at PimcoNewport Beach, California, United States View → DH Daniel He Daniel He Colleague at PimcoNewport Beach, California, United States View → HZ Haibin Zhang Haibin Zhang Colleague at PimcoIrvine, California, United States View → WM William Montgomery William Montgomery Colleague at PimcoNew York, United States View → FC Francesco Cecchin Francesco Cecchin Colleague at PimcoUnited Kingdom View → DL Doris Li Doris Li Colleague at PimcoSingapore View → TH Troy Horton Troy Horton Colleague at PimcoAustin, Texas, United States View → JL Jacqueline Lee, Cfa Jacqueline Lee, Cfa Colleague at PimcoNewport Beach, California, United States View →
1 education record

Jonathan Kallensee, Crpc® education

FAQ

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 Fadel Sahib Adegoke, Lee Baker, Gurdain Singh, Daniel He, and Haibin Zhang.

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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