Jonathan Bartholomew
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Jonathan Bartholomew Email & Phone Number

Strategic Relationship Director at Bluespring Wealth Partners
Location: Austin, Texas, United States 12 work roles 3 schools
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Current company
Bluespring Wealth Partners
Role
Strategic Relationship Director
Location
Austin, Texas, United States
Company size
4 employees

Who is Jonathan Bartholomew? Overview

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Quick answer

Jonathan Bartholomew is listed as Strategic Relationship Director at Bluespring Wealth Partners, a company with 4 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Bartholomew.

Jonathan Bartholomew previously worked as Regional Director and Manager at Dimensional Fund Advisors and Senior Associate and Manager at Dimensional Fund Advisors. Jonathan Bartholomew holds Master Of Business Administration - Mba from Boston College Carroll School Of Management.

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Email format at Bluespring Wealth Partners

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Bluespring Wealth Partners

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Profile bio

About Jonathan Bartholomew

Jonathan Bartholomew is a Strategic Relationship Director at Bluespring Wealth Partners. Colleagues describe them as "I am happy to write this recommendation for Jon who came to us as a summer intern. I would like to express my respect and appreciation for this bright young person, who brought outstanding contribution to the work of my group. Jon always took an interest in the details and process. He focused on what was important to our group and within a short time added value. Jon's intelligence and work ethic will serve him well in the future."

Current workplace

Jonathan Bartholomew's current company

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Bluespring Wealth Partners
Bluespring Wealth Partners
Strategic Relationship Director
austin, texas, united states
Website
bluespringwealth.com
Employees
4
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12 roles

Jonathan Bartholomew work experience

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

Winter Intern

Ackman-Ziff

Greater Boston Area

Dec 2018 - Jan 2019

Boston Financial Lines Manager

Starr Companies

Boston, MA

  • Selected by leadership, to develop, build out and lead the Boston regional office for the Financial Lines Division
  • Responsible for forecasting trends and doing research on company metrics in order to evaluate risk profile for the ability to offer insurance products
  • Performed comprehensive financial analysis and due diligence on private and public companies in order to determine insurability
  • Participated in meetings with clients’ chief financial officers to discuss and review the… Show more
  • Participated in meetings with clients’ chief financial officers to discuss and review the client’s financial standing
  • Developed, managed and executed a budgeting plan that encompassed the regions annual premium Show less
Sep 2015 - Jul 2018

Financial Lines Associate

Starr Companies

New York, New York

  • Performed extensive client analysis while executing unique deals averaging over $100,000 per month in premium
  • Developed new business prospects by participating in meetings with existing trading partners resulting in new broker relationships
Jul 2014 - Sep 2015

Financial Analyst: Global Commercial Financial Planning & Analysis Group

Aig

New York, New York

Coordinated with senior leadership to build detailed budgets for Commercial Property and Casualty (“CPC”) divisions of AIG. Analyzed CPC subdivisions with various metrics including actual performance versus budget, versus last year and versus forecast. Performed variance analysis to determine factors driving clients’ expenses to differ from budgeted and.

Jul 2013 - Jun 2014

Financials Sector Analyst

The Atkins Investment Group

Peter T. Paul School Of Business And Economics

Elected by fund members to manage Financial Sector portfolio of investments and lead investment decisions and group discussions. Performed financial statement analysis and valuation techniques including DCF, trading comparables and transaction comparables. Prepared investment memoranda and presented potential investment opportunities to the $100,000+.

May 2011 - May 2013

Summer Associate- Finance

Aig

New York, New York

Sole Summer Associate supporting and assisting the Assumed Reinsurance Accounting Group. Identified $6 million potential cost savings opportunity by reconciling manually retroceded statements to general ledger.

Jun 2012 - Aug 2012

Summer Associate- Operations

Aig

New York, New York

Participated on six-member Fixed Annuities team which created and syndicated a premium package totaling $800 million. Increased efficiency for the Structured Settlement Department by generating an electronic imaging software process.

Jun 2011 - Aug 2011
Team & coworkers

Colleagues at Bluespring Wealth Partners

Other employees you can reach at bluespringwealth.com. View company contacts for 4 employees →

AD Angela Dahlhauser Angela Dahlhauser Colleague at Bluespring Wealth PartnersAustin, Texas, United States, United States View → CM Cody Marks Cody Marks Colleague at Bluespring Wealth PartnersArgyle, Texas, United States, United States View → RV Rene Valenzuela, Cfp® Rene Valenzuela, Cfp® Colleague at Bluespring Wealth PartnersAustin, Texas, United States, United States View → RC Reilly Cornell Reilly Cornell Colleague at Bluespring Wealth PartnersAustin, Texas, United States, United States View → SS Stuart Silverman Stuart Silverman Colleague at Bluespring Wealth PartnersPark City, Utah, United States, United States View → ML Maria Lindsley, Bfa™ Maria Lindsley, Bfa™ Colleague at Bluespring Wealth PartnersChanhassen, Minnesota, United States, United States View → DT Dave Tisza Dave Tisza Colleague at Bluespring Wealth PartnersPoplar Grove, Illinois, United States, United States View →
3 education records

Jonathan Bartholomew education

Master Of Business Administration - Mba

Boston College Carroll School Of Management

Graduate Finance Association 5th Annual Brandeis LBO Case Competition (2nd Place Overall) Invest 'N Kids Boston College Ambassadors Program

FAQ

Frequently asked questions about Jonathan Bartholomew

Quick answers generated from the profile data available on this page.

What company does Jonathan Bartholomew work for?

Jonathan Bartholomew works for Bluespring Wealth Partners.

What is Jonathan Bartholomew's role at Bluespring Wealth Partners?

Jonathan Bartholomew is listed as Strategic Relationship Director at Bluespring Wealth Partners.

Where is Jonathan Bartholomew based?

Jonathan Bartholomew is based in Austin, Texas, United States while working with Bluespring Wealth Partners.

What companies has Jonathan Bartholomew worked for?

Jonathan Bartholomew has worked for Bluespring Wealth Partners, Dimensional Fund Advisors, Ackman-Ziff, Starr Companies, and Aig.

Who are Jonathan Bartholomew's colleagues at Bluespring Wealth Partners?

Jonathan Bartholomew's colleagues at Bluespring Wealth Partners include Angela Dahlhauser, Cody Marks, Rene Valenzuela, Cfp®, Reilly Cornell, and Stuart Silverman.

How can I contact Jonathan Bartholomew?

You can use AeroLeads to view verified contact signals for Jonathan Bartholomew at Bluespring Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Bartholomew attend?

Jonathan Bartholomew holds Master Of Business Administration - Mba from Boston College Carroll School Of Management.

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