Jonathan Pope Email & Phone Number
Who is Jonathan Pope? Overview
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Jonathan Pope is listed as Director, Private Wealth Client Services at Cresset, a with 442 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Pope.
Jonathan Pope previously worked as Associate Director, Private Wealth Client Services at Cresset and Senior Associate at Bny Mellon. Jonathan Pope holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Georgia Southern University.
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About Jonathan Pope
Jonathan Pope is a Director, Private Wealth Client Services at Cresset.
Jonathan Pope's current company
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Jonathan Pope work experience
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Associate Director, Private Wealth Client Services
CurrentCresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most.- Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respectivesubsidiaries and affiliates. Cresset Asset Management, LLC, also conducting… Show more Cresset is a Boutique Family Office and Private Wealth Management firm serving CEO Founders, Entrepreneurs, Partners, Wealth Creators, HNW and multi-generational families across the nation. Cresset’s goal is to reinvent the way you experience wealth and well-being, giving you time to pursue what matters to you most.- Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respectivesubsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisorybusiness under the name of Cresset Sports & Entertainment, provides investment advisory,family office, and other services to individuals, families, and institutional clients. CressetPartners, LLC, provides investment advisory services strictly to investment vehiclesinvesting in private equity, real estate, and other investment opportunities. Cresset AssetManagement, LLC, and Cresset Partners, LLC, are SEC registered investment advisors. Show less
Senior Associate
Investment Advisor & Client Relationship Manager
Private Client Relationship Specialist
Private Client Relationship Specialist
Relationship Manager
Licensed Banker
Personal Banker
-Perform maintenance and customer service tasks for customers of the bank. -Perform financial reviews for individual clients and suggested solutions that would help to meet their financial needs.-Maintain a close relationship with all customers in order to better service concerns.
Member Engagement Advisor
-Promoted and Marketed for a local Health and Fitness Club.-Provided customer service to members and guests related to membership dues or facility concerns.-Connected members with the health/fitness services that they wanted to experience.
Leasing Agent
-Provided Marketing and Leasing services for a local apartment complex.-Provided customer service to tenants by arranging maintenance appointments and facilitating any problems with rent and/or fines.-Coordinated resident programs such as property events and/or local community charity fundraisers.
Assistant Operations Manager
-Managed daily operations of club and membership support to include daycare center, janitorial, and primary customer service.-Sold memberships to prospective members-Served as event planner marketing fitness services within the local and surrounding communities.-Provided information to current members including policy updates, wellness initiatives, and equipment usage.
Colleagues at Cresset
Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →
Pravata Teresa
Colleague at CressetUnited States
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Leah Sargent
Colleague at CressetGreater Chicago Area, United States
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Diane York
Colleague at CressetUnited States
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AB
Andrew Behrens
Colleague at CressetChicago, Illinois, United States
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MR
Michael Rizza
Colleague at CressetGreater Chicago Area, United States
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AP
Anne Paape
Colleague at CressetGreater Minneapolis-St. Paul Area, United States
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MB
Mark Bendinelli, Cfa
Colleague at CressetKennesaw, Georgia, United States
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RR
Ronan Ralston
Colleague at CressetLarkspur, California, United States
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NC
Nick Clausen
Colleague at CressetArlington, Virginia, United States
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DC
Derek Chipman
Colleague at CressetHerndon, Virginia, United States
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Jonathan Pope education
Master Of Business Administration (M.B.A.), Business Administration And Management, General
Financial Planning And Services
Bachelors, Business Administration; Management
Frequently asked questions about Jonathan Pope
Quick answers generated from the profile data available on this page.
What company does Jonathan Pope work for?
Jonathan Pope works for Cresset.
What is Jonathan Pope's role at Cresset?
Jonathan Pope is listed as Director, Private Wealth Client Services at Cresset.
Where is Jonathan Pope based?
Jonathan Pope is based in Atlanta Metropolitan Area, United States while working with Cresset.
What companies has Jonathan Pope worked for?
Jonathan Pope has worked for Cresset, Bny Mellon, Morgan Rosel Wealth Management, Bok Financial Private Wealth Inc, and Cobiz Wealth, A Part Of Cobiz Private Client Advisors.
Who are Jonathan Pope's colleagues at Cresset?
Jonathan Pope's colleagues at Cresset include Pravata Teresa, Leah Sargent, Diane York, Andrew Behrens, and Michael Rizza.
How can I contact Jonathan Pope?
You can use AeroLeads to view verified contact signals for Jonathan Pope at Cresset, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Pope attend?
Jonathan Pope holds Master Of Business Administration (M.B.A.), Business Administration And Management, General from Georgia Southern University.
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