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Jonathan Levato Email & Phone Number

MBA Graduate at St. John's University at Broadridge
Location: Huntington, New York, United States 2 work roles 3 schools
1 work email found @broadridge.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@broadridge.com
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Current company
Broadridge
Role
MBA Graduate at St. John's University
Location
Huntington, New York, United States

Who is Jonathan Levato? Overview

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Quick answer

Jonathan Levato is listed as MBA Graduate at St. John's University at Broadridge, based in Huntington, New York, United States. AeroLeads shows a work email signal at broadridge.com and a matched LinkedIn profile for Jonathan Levato.

Jonathan Levato previously worked as Client Services - Onboarding Specialist at Broadridge and Client Services Manager at Raymond James Financial, Inc.. Jonathan Levato holds Master Of Business Administration - Mba, Risk Management from St. John'S University, The Peter J. Tobin College Of Business.

Company email context

Email format at Broadridge

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{first}.{last}@broadridge.com
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AeroLeads found 1 current-domain work email signal for Jonathan Levato. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Levato

Jonathan Levato is a MBA Graduate at St. John's University at Broadridge. He possess expertise in microsoft office, microsoft excel, microsoft word, powerpoint, customer service and 8 more skills. Colleagues describe him as "I had the pleasure of teaching Jonathan in a graduate-level seminar entitled MGT 601 Managing for Global Success in the Spring 2021 term. Jonathan impressed me first with his enthusiasm and subsequently with the quality of his reports, displaying the ability to comprehend and apply key management concepts. Notably, Jonathan worked in a global virtual team on the X-Culture project, collaborating with teammates around the world in creating a successful business plan for an existing company that Jonathan contributed to every section of. He is the type of person I value as a colleague and has my highest recommendation without any qualms whatsoever."

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, and 9 others.

Current workplace

Jonathan Levato's current company

Company context helps verify the profile and gives searchers a useful next step.

Broadridge
Broadridge
MBA Graduate at St. John's University
Global Headquarters 1981 Marcus Avenue Lake Success NY 11042
Website
broadridge.com
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2 roles

Jonathan Levato work experience

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

Client Services - Onboarding Specialist

Current
Broadridge

New York, New York, US

  • Client Relations Representative/Onboarding SpecialistBroadridge Financial Solutions, Inc.March 2016 - Present
  • Conduct meticulous reviews of clients' investment accounts, ensuring data accuracy and completeness through internal control testing.
  • Spearhead the creation, evaluation, and approval of System Enhancements, optimizing operational procedures across various levels.
  • Collaborate with senior management to analyze daily statistical reports, identifying discrepancies, and implementing process improvements.
  • Proactively manage client onboarding, providing demonstrations of Broadridge's ProxyEdge service, and implementing client feedback to enhance practices and strategies.
Mar 2016 - Present

Client Services Manager

Raymond James Financial, Inc.

St. Petersburg, Florida, US

  • Managed client investment accounts, money transfers, account liquidations, and all client communication.
  • Prepared Financial Models for client tax planning, demonstrating expertise in financial analysis and planning.
  • Conducted Corporation and Individual Tax Preparation, showcasing strong tax knowledge and compliance.
  • Executed accurate accounting and payroll general journal entries, maintaining precise financial records.
Oct 2014 - Mar 2016
Team & coworkers

Colleagues at Broadridge

Other employees you can reach at broadridge.com. View company contacts →

BS Bollu Surekha Bollu Surekha Colleague at Broadridge Hyderabad, Telangana, India, India View → YH Youssef Harb Youssef Harb Colleague at Broadridge Montreal, Quebec, Canada, Canada View → SK Spoorti Kalyanshetti Spoorti Kalyanshetti Colleague at Broadridge Hyderabad, Telangana, India, India View → PV Pradeep Varma Pradeep Varma Colleague at Broadridge Hyderabad, Telangana, India, India View → ML Martin Lee Martin Lee Colleague at Broadridge Hong Kong SAR, Hong Kong View → AB Ashraf Bakash Ashraf Bakash Colleague at Broadridge Bangalore Urban, Karnataka, India, India View → SM Sajith Menon Sajith Menon Colleague at Broadridge Dallas, Texas, United States, United States View → CT Cassandra Tom Cassandra Tom Colleague at Broadridge United States, United States View → AB Alistair Brown Alistair Brown Colleague at Broadridge Greater London, England, United Kingdom, United Kingdom View → SJ Sahithi Jelda Sahithi Jelda Colleague at Broadridge Hyderabad, Telangana, India, India View →
3 education records

Jonathan Levato education

Master Of Business Administration - Mba, Risk Management

St. John'S University, The Peter J. Tobin College Of Business

Bachelor'S Degree In Science, Business Economics

State University Of New York Cortland

Business Administration And Management, General

State University Of New York At Fredonia
FAQ

Frequently asked questions about Jonathan Levato

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

What company does Jonathan Levato work for?

Jonathan Levato works for Broadridge.

What is Jonathan Levato's role at Broadridge?

Jonathan Levato is listed as MBA Graduate at St. John's University at Broadridge.

What is Jonathan Levato's email address?

AeroLeads has found 1 work email signal at @broadridge.com for Jonathan Levato at Broadridge.

Where is Jonathan Levato based?

Jonathan Levato is based in Huntington, New York, United States while working with Broadridge.

What companies has Jonathan Levato worked for?

Jonathan Levato has worked for Broadridge and Raymond James Financial, Inc..

Who are Jonathan Levato's colleagues at Broadridge?

Jonathan Levato's colleagues at Broadridge include Bollu Surekha, Youssef Harb, Spoorti Kalyanshetti, Pradeep Varma, and Martin Lee.

How can I contact Jonathan Levato?

You can use AeroLeads to view verified contact signals for Jonathan Levato at Broadridge, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Levato attend?

Jonathan Levato holds Master Of Business Administration - Mba, Risk Management from St. John'S University, The Peter J. Tobin College Of Business.

What skills is Jonathan Levato known for?

Jonathan Levato is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Powerpoint, Customer Service, Research, Teamwork, and Photoshop.

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