Jonathan Beaulieu work email
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Jonathan Beaulieu personal email
Jonathan Beaulieu is a Owner at Millstone Property Group. He possess expertise in financial modeling, microsoft office, investments, valuation, stock research and 12 more skills.
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OwnerMillstone Property GroupPhiladelphia, Pa, Us
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OwnerJbmp Group Dec 2015 - PresentGreater Philadelphia AreaJBMP Group is an independent property management firm specializing in multi-family real estate across Pennsylvania, New Jersey, Delaware, and Florida. Founded in 2015, we bring a wealth of experience from across the real estate landscape, which enables us to take a dynamic approach to our clients’ needs. Our team is passionate about creating modern solutions to achieve goals in an ever-changing market. Our mission is to secure the strongest opportunities for our clients by leveraging our unrivaled local knowledge, building one-on-one relationships, and applying seamless, digitally supported processes. With an intense focus on customer service, we aim to surpass our clients’ expectations in every interaction.At JBMP, we strive to deliver a professional and straightforward customer experience. We promise to always be transparent and to act with integrity. As your partner, we will provide the knowledge required to help you make informed decisions. -
AnalystAberdeen Asset Management Jun 2015 - Dec 2015Greater Philadelphia Area -
Summer Analyst, Fixed IncomeAberdeen Asset Management Jun 2014 - Aug 2014Philadelphia• Worked in credit research supporting fundamental analysis of high yield and investment grade companies in the Utilities, Transportation, Metals and Mining, and Aerospace sectors. Daily responsibilities included financial modeling, earnings notes, speaking with sell side analysts, and monitoring sector news.• Conducted proprietary research on potential investments and industry trends. Compiled models and research notes that are still in use today and will continue to save analysts time and effort. • Developed knowledge of debt markets, buy side analysis, and detailed financial modeling. Regularly met with portfolio managers, traders, and sector analysts to discuss new issues and current holdings.
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Teaching AssistantTemple University Finance Masters Program Sep 2013 - May 2014Greater Philadelphia Area• Instruct class of international Masters students on financial technology using Bloomberg Terminal and S&P Capital IQ. Intensive course work is aimed at enabling more thorough analytical research. • Develop lesson plans, meet with students for weekly workshops, provide support during office hours, and grade assignments. • Bloomberg functions covered this semester include relative valuation, financial analysis, screening, and graphing fundamentals for domestic and emerging market equities. -
Summer InternIndependence Capital Partners May 2013 - Aug 2013Greater Philadelphia Area• Worked in Investor Relations supporting fund raising efforts for six private equity firms that specialize in real estate, biotech, banking, and growth equity. Attended weekly firm meetings and interacted with investors on a regular basis. Relevant Projects:• Consultant and Prospect Research: Created an electronic database of initial research on investment consultants and potential investors. These documents saved analysts time and effort by providing easy access to new fundraising leads. • Request for Proposal (RFP): Worked with managing principals in community banking firm to complete an RFP, which was sent to the industry’s largest independent investment consulting firm for consideration.• Investor Classification: Classified existing investors based on legal entity and net worth for each firm’s records. The data collected was used to analyze the distribution of different investor types in each fund, which was sent to current and prospective investors.
Jonathan Beaulieu Skills
Jonathan Beaulieu Education Details
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Sophomore
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Xavier High SchoolGeneral Education
Frequently Asked Questions about Jonathan Beaulieu
What company does Jonathan Beaulieu work for?
Jonathan Beaulieu works for Millstone Property Group
What is Jonathan Beaulieu's role at the current company?
Jonathan Beaulieu's current role is Owner.
What is Jonathan Beaulieu's email address?
Jonathan Beaulieu's email address is jb****@****ast.net
What schools did Jonathan Beaulieu attend?
Jonathan Beaulieu attended Temple University, Xavier High School.
What are some of Jonathan Beaulieu's interests?
Jonathan Beaulieu has interest in Rock Climbing, Swimming, Investing.
What skills is Jonathan Beaulieu known for?
Jonathan Beaulieu has skills like Financial Modeling, Microsoft Office, Investments, Valuation, Stock Research, Equity Research, Market Research, Financial Analysis, Bloomberg, Educational Leadership, Research, Time Management.
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Jonathan Beaulieu
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