Jonathan Dowdy
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Jonathan Dowdy Email & Phone Number

Liscensed Personal Banker at Chase Investment Services Corporation at Chase Investment Services Corporation
Location: Greater Chicago Area, United States, United States 3 work roles 1 school
1 work email found @jpmchase.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@jpmchase.com
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Current company
Chase Investment Services Corporation
Role
Liscensed Personal Banker at Chase Investment Services Corporation
Location
Greater Chicago Area, United States, United States

Who is Jonathan Dowdy? Overview

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Quick answer

Jonathan Dowdy is listed as Liscensed Personal Banker at Chase Investment Services Corporation at Chase Investment Services Corporation, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at jpmchase.com and a matched LinkedIn profile for Jonathan Dowdy.

Jonathan Dowdy previously worked as Liscensed Personal Banker at Chase Investment Services Corporation and Registered Representative at First Investors. Jonathan Dowdy holds Bachelor Of Arts (B.A.), Economics from Bates College.

Company email context

Email format at Chase Investment Services Corporation

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{first}.{last}@jpmchase.com
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Profile bio

About Jonathan Dowdy

Jonathan Dowdy is a Liscensed Personal Banker at Chase Investment Services Corporation at Chase Investment Services Corporation. He possess expertise in financial analysis, financial reporting, investment banking, capital markets.

Listed skills include Financial Analysis, Financial Reporting, Investment Banking, and Capital Markets.

Current workplace

Jonathan Dowdy's current company

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Chase Investment Services Corporation
Chase Investment Services Corporation
Liscensed Personal Banker at Chase Investment Services Corporation
3 roles

Jonathan Dowdy work experience

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

Liscensed Personal Banker

Current
Chase Investment Services Corporation
  • Worked daily with customers to enhance client relationship and retain customers. Worked to discover needs of each individual customer to discover their various financial needs, provide product and service.
  • Coordinate Resources in a way to deliver effective service to the bank’s customers.
  • Process purchase order for IT hardware/software, interact with vendors and management, conduct inventory control.
  • Balance general ledger accounts and make certain that branch is in compliance with Audit Standards.
  • Promote financial products the bank provides such as savings, money market accounts, CD’s and IRA’s.
  • Open and process asset and liability accounts. Review and process domestic / foreign wire transfer request.
Nov 2011 - Present

Registered Representative

First Investors
  • Formulated strategic financial plans that adhered to corporate requirements.
  • Led efforts to perform analyses that evaluated financial situations and results, which aided in enhancing the investment and insurance portfolio.
  • Facilitated seminars to inform communities about financial literacy and the importance of retirement planning.
  • Reviewed market data and indices daily to interpret connections between market factors and pricing regarding First Investors mutual fund families. Provided accurate and timely information to clients about information.
  • Collaborated with portfolio managers to determine specific factors affecting mutual fund pricing.
  • Consulted with senior staff daily to determine suitability guidelines for clients.
Feb 2011 - Nov 2011

Corporate Financial Analyst, Real Estate Capital Markets

Lasalle Bank N.A
  • Provided high-level support to Credit Analysts, Underwriters, and Closers with administrative tasks.
  • Played a key role in weekly staff meetings to discuss pipeline projects, business changes, and strategies.
  • Extensive use and review of Appraisals for various properties also completed numerous reviews of appraisals for senior staff analysts and underwriters.
  • Assisted sizing analyst with loan structuring, review of operational statements, specific management company, personal financial statements, property historical, and budget statements.
  • Analyzed cash flows to determine if Management Company met specific cash and liquidity requirements in an effort for our department to protect the bank.
  • Was able to utilize my superior quantitative, analytical and research skills daily to complete various projects and tasks.
Mar 2006 - Aug 2008
1 education record

Jonathan Dowdy education

FAQ

Frequently asked questions about Jonathan Dowdy

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

What company does Jonathan Dowdy work for?

Jonathan Dowdy works for Chase Investment Services Corporation.

What is Jonathan Dowdy's role at Chase Investment Services Corporation?

Jonathan Dowdy is listed as Liscensed Personal Banker at Chase Investment Services Corporation at Chase Investment Services Corporation.

What is Jonathan Dowdy's email address?

AeroLeads has found 1 work email signal at @jpmchase.com for Jonathan Dowdy at Chase Investment Services Corporation.

Where is Jonathan Dowdy based?

Jonathan Dowdy is based in Greater Chicago Area, United States, United States while working with Chase Investment Services Corporation.

What companies has Jonathan Dowdy worked for?

Jonathan Dowdy has worked for Chase Investment Services Corporation, First Investors, and Lasalle Bank N.A.

How can I contact Jonathan Dowdy?

You can use AeroLeads to view verified contact signals for Jonathan Dowdy at Chase Investment Services Corporation, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Dowdy attend?

Jonathan Dowdy holds Bachelor Of Arts (B.A.), Economics from Bates College.

What skills is Jonathan Dowdy known for?

Jonathan Dowdy is listed with skills including Financial Analysis, Financial Reporting, Investment Banking, and Capital Markets.

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