Financial Solutions Advisor- Stage 1
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jonathan G. Email & Phone Number
Student at Georgetown University
at
Bank of America Merrill Lynch
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Student at Georgetown University
Location
West New York, New Jersey, United States
Company size
Who is Jonathan G.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jonathan G. is listed as Student at Georgetown University at Bank of America Merrill Lynch, a with 23988 employees, based in West New York, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Jonathan G..
Jonathan G. previously worked as Financial Solutions Advisor- Stage 1 at Bank Of America Merrill Lynch and Branch Manager at Onemain Financial. Jonathan G. holds Master Of Science In Finance Msf from Georgetown University Mcdonough School Of Business.
Company email context
Email format at Bank of America Merrill Lynch
This section adds company-level context without repeating Jonathan G.'s masked contact details.
Bank of America Merrill Lynch
Review company-level records connected to Jonathan G. before choosing the right outreach path.
Profile bio
About Jonathan G.
Analytical and results-driven Financial Professional with 6+ years of experience performing leadership duties to streamline operations and develop businesses within retail financial service environments. Skilled in banking transactions, customer service, business development, policy/procedural compliance, data analysis, and operations management. Dedicated professional experienced in utilizing interpersonal communication and problem-solving skills to lead teams and ensure client satisfaction.
Current workplace
Jonathan G.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of America Merrill Lynch
5 roles
Jonathan G. work experience
A career timeline built from the work history available for this profile.
Branch Manager
1. Managing 18-million-dollar portfolio with over 2000 accounts, the 6th largest branch in NJ2. Collections and Negotiation to prevent charge off and reduce losses3. Provide excellent customer service by overseeing daily problem-solving for customer accounts to ensure client satisfaction 4. Manage 4 employees by training and coaching team members on sales and customer service techniques/strategies to increase team performance metrics 5. Underwriting personal and auto loans 6. Auditing any new accounts for compliance and customer choice purpose, as well as preventing any fraudulent activity 7. Manage data by using Excel Modeling sheets on daily basis for reports and projections to ensure accurate recording and reporting of information
Apr 2018 - Jul 2024
Product Specialist
Open Road Acura Of East Brunswick
• Present and go over product with client • Going over special offers and promotions• Negotiation• Cold calling/ Warm Calling• Daily use of Sales force
Jun 2017 - Feb 2018
Product Specialist
• Present and go over product with client • Going over special offers and promotions• Negotiation• Cold calling/ Warm Calling• Daily use of Sales force
Nov 2016 - May 2017
Product Specialist
Aug 2016 - Oct 2016
Team & coworkers
Colleagues at Bank of America Merrill Lynch
Other employees you can reach at bofaml.com. View company contacts for 23988 employees →
KR
Kenneth Rayburn
Colleague at Bank Of America Merrill LynchJacksonville, Florida, United States
View →
CS
Christopher Stuppi
Colleague at Bank Of America Merrill LynchNew York City Metropolitan Area, United States
View →
GY
Gopal Yadav
Colleague at Bank Of America Merrill LynchHyderabad, Telangana, India
View →
VS
Vijayakumar Sajjanar
Colleague at Bank Of America Merrill LynchMumbai, Maharashtra, India
View →
RR
Reed Richards
Colleague at Bank Of America Merrill LynchPlano, Texas, United States
View →
GG
Good Girl
Colleague at Bank Of America Merrill LynchFreeport, New York, United States
View →
GL
Gerry L. S.
Colleague at Bank Of America Merrill LynchOrmond Beach, Florida, United States
View →
TP
Troy Parry
Colleague at Bank Of America Merrill LynchSingapore
View →
NL
Nicole Lavery
Colleague at Bank Of America Merrill LynchProvidence County, Rhode Island, United States
View →
NA
Nambi Angaiyarkanni
Colleague at Bank Of America Merrill LynchJersey City, New Jersey, United States
View →
Kenneth Rayburn
Colleague at Bank Of America Merrill LynchJacksonville, Florida, United States
View →
CS
Christopher Stuppi
Colleague at Bank Of America Merrill LynchNew York City Metropolitan Area, United States
View →
GY
Gopal Yadav
Colleague at Bank Of America Merrill LynchHyderabad, Telangana, India
View →
VS
Vijayakumar Sajjanar
Colleague at Bank Of America Merrill LynchMumbai, Maharashtra, India
View →
RR
Reed Richards
Colleague at Bank Of America Merrill LynchPlano, Texas, United States
View →
GG
Good Girl
Colleague at Bank Of America Merrill LynchFreeport, New York, United States
View →
GL
Gerry L. S.
Colleague at Bank Of America Merrill LynchOrmond Beach, Florida, United States
View →
TP
Troy Parry
Colleague at Bank Of America Merrill LynchSingapore
View →
NL
Nicole Lavery
Colleague at Bank Of America Merrill LynchProvidence County, Rhode Island, United States
View →
NA
Nambi Angaiyarkanni
Colleague at Bank Of America Merrill LynchJersey City, New Jersey, United States
View →
3 education records
Jonathan G. education
Master Of Science In Finance Msf
Bachelor Of Science - Bs, Finance Wealth Management And Financial Planning
Purdue University Global
Exercise Physiology
FAQ
Frequently asked questions about Jonathan G.
Quick answers generated from the profile data available on this page.
What company does Jonathan G. work for?
Jonathan G. works for Bank of America Merrill Lynch.
What is Jonathan G.'s role at Bank of America Merrill Lynch?
Jonathan G. is listed as Student at Georgetown University at Bank of America Merrill Lynch.
Where is Jonathan G. based?
Jonathan G. is based in West New York, New Jersey, United States while working with Bank of America Merrill Lynch.
What companies has Jonathan G. worked for?
Jonathan G. has worked for Bank Of America Merrill Lynch, Onemain Financial, Open Road Acura Of East Brunswick, Dch Brunswick Toyota, and Princeton Honda.
Who are Jonathan G.'s colleagues at Bank of America Merrill Lynch?
Jonathan G.'s colleagues at Bank of America Merrill Lynch include Kenneth Rayburn, Christopher Stuppi, Gopal Yadav, Vijayakumar Sajjanar, and Reed Richards.
How can I contact Jonathan G.?
You can use AeroLeads to view verified contact signals for Jonathan G. at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Jonathan G. attend?
Jonathan G. holds Master Of Science In Finance Msf from Georgetown University Mcdonough School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jonathan G. you were looking for.
View similar profiles
