Jonathan Dean

Jonathan Dean Email and Phone Number

Manager of Operations @ World Investment Advisors (formerly Pensionmark)
United States
Jonathan Dean's Location
United States, United States
About Jonathan Dean

Highly motivated team player working within a fast paced financial services firm. I have a Bachelors Degree in financial management from St. John Fisher University. My experience includes client services, operations, financial analysis, employee training and various leadership roles, as well as subject matter expert in salesforce

Jonathan Dean's Current Company Details
World Investment Advisors (formerly Pensionmark)

World Investment Advisors (Formerly Pensionmark)

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Manager of Operations
United States
Jonathan Dean Work Experience Details
  • World Investment Advisors (Formerly Pensionmark)
    Manager Of Operations
    World Investment Advisors (Formerly Pensionmark)
    United States
    View
  • Hnp Capital, Llc
    Financial Services Administrative Coordinator
    Hnp Capital, Llc Mar 2022 - Present
  • Hnp Capital Llc
    Client Service Representative
    Hnp Capital Llc Feb 2021 - Mar 2022
    Rochester, New York Metropolitan Area
  • Hnp Capital Llc
    Wealth Management Intern
    Hnp Capital Llc Jun 2019 - Feb 2021
    Rochester, New York, United States
    Worked alongside Wealth Advisors to positively contribute to our clients financial needs

Jonathan Dean Skills

Leadership Business Strategy Management Teamwork Financial Modeling Project Management Microsoft Office Microsoft Word Research Communication Microsoft Excel Bloomberg Terminal Time Management Team Leadership Finance Strategic Planning Wealth Management Microsoft Powerpoint

Jonathan Dean Education Details

Frequently Asked Questions about Jonathan Dean

What company does Jonathan Dean work for?

Jonathan Dean works for World Investment Advisors (Formerly Pensionmark)

What is Jonathan Dean's role at the current company?

Jonathan Dean's current role is Manager of Operations.

What schools did Jonathan Dean attend?

Jonathan Dean attended St. John Fisher College.

What skills is Jonathan Dean known for?

Jonathan Dean has skills like Leadership, Business Strategy, Management, Teamwork, Financial Modeling, Project Management, Microsoft Office, Microsoft Word, Research, Communication, Microsoft Excel, Bloomberg Terminal.

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