Jonathan Hall Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Optimize and standardize policies and procedures, partnering cross-functionally to execute on business process changes, system builds, and enhancements. In addition, manage the implementation of new controls and tests to ensure the firm’s compliance with the various regulations set by the SEC. Collaborate with Sales and Marketing to reflect compliance requirements in project plans and materials distributed by the firm.

Boston, Massachusetts

Developed a new reporting system and process for annual filings & new shareholder reports. Managed and led a team of analysts through the implementation of a new reporting infrastructure. Partnered with senior leadership and internal teams to ensure successful change management and roadblock mitigation.

Boston, Ma

Analyzed the domestic and international partnerships of the various lines of business within Wells Fargo Asset Management to ensure strong coverage and documentation of risk functions and compliance with policies across all regions.Responsible for the amendment of policies specific to the APAC and EMEA regions to better align with global regulations and ensure all lines of business within Wells Faro Asset Management adjust their policies and procedures accordingly.

Boston, Ma

Designed and created financial models to forecast costs and revenues. Analyzed client financial history to approximate future costs/fees. Negotiated and monitored payment arrangements to ensure compliance with payment terms.

Boston, Ma

Executed quantitative analysis of financial data gathered from families to identify trends, economic growth, and potential risks. Oversaw the implemented investment program to help families improve credit and adopt better savings practices.

Boston, Ma

Responsible for cultivating effective cross-department relationships to ensure transparent and effective results for clients. Additional responsibilities included the developed and managed excel-based financial models and the production of financial reports.

Boston, Ma

Master Of Business Administration - Mba

Ba, Finance