Jonathan Pope
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Jonathan Pope Email & Phone Number

Director, Private Wealth Client Services at Cresset
Location: Atlanta Metropolitan Area, United States, United States 12 work roles 3 schools
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Current company
Cresset
Role
Director, Private Wealth Client Services
Location
Atlanta Metropolitan Area, United States, United States
Company size
442 employees

Who is Jonathan Pope? Overview

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Quick answer

Jonathan Pope is listed as Director, Private Wealth Client Services at Cresset, a company with 442 employees, based in Atlanta Metropolitan Area, United States, 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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Cresset

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Profile bio

About Jonathan Pope

Jonathan Pope is a Director, Private Wealth Client Services at Cresset.

Current workplace

Jonathan Pope's current company

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Cresset
Cresset
Director, Private Wealth Client Services
Atlanta, GA, US
Website
cressetcapital.com
Employees
442
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12 roles

Jonathan Pope work experience

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Director, Private Wealth Client Services

Cresset

Atlanta, GA, US

Associate Director, Private Wealth Client Services

Current
Cresset

Chicago, Illinois, United States

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.

Oct 2023 - Present

Private Client Relationship Specialist

Bok Financial Private Wealth Inc

Denver, CO

Oct 2018 - Jun 2020

Private Client Relationship Specialist

Cobiz Wealth, A Part Of Cobiz Private Client Advisors

Greater Denver Area

Jan 2016 - Jun 2020

Relationship Manager

Keybank

Greater Denver Area

Nov 2013 - Jan 2016

Licensed Banker

Suntrust
Apr 2013 - Nov 2013

Personal Banker

Wells Fargo Bank

-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.

Mar 2011 - Apr 2013

Member Engagement Advisor

Life Time Fitness

Johns Creek, GA

-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.

Nov 2010 - Mar 2011

Leasing Agent

Campus Crossings

Statesboro, GA

-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.

Feb 2008 - Jul 2009

Assistant Operations Manager

L.A. Fitness

Alpharetta, GA

-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.

May 2006 - May 2007
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 442 employees →

HR Heather Ramsey, Cfa Heather Ramsey, Cfa Colleague at CressetAtlanta Metropolitan Area, United States View → RB Rebecca Bily Rebecca Bily Colleague at CressetAtlanta, Georgia, United States, United States View → KN Kristin Nestor Kristin Nestor Colleague at CressetReston, Virginia, United States, United States View → SK Sari Kvasnik Sari Kvasnik Colleague at CressetUnited States, United States View → PS Phil Strohm Phil Strohm Colleague at CressetWayzata, Minnesota, United States, United States View → JD Jessica Daley Churik Jessica Daley Churik Colleague at CressetChicago, Illinois, United States, United States View → AK Aleksandra Kurzydlowski Aleksandra Kurzydlowski Colleague at CressetChicago, Illinois, United States, United States View → CT Cady Troester Cady Troester Colleague at CressetMinneapolis, Minnesota, United States, United States View → RR Robert Rizza Robert Rizza Colleague at CressetWinfield, Illinois, United States, United States View → WC Wesley Crane Wesley Crane Colleague at CressetDallas, Texas, United States, United States View →
3 education records

Jonathan Pope education

FAQ

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, 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 Heather Ramsey, Cfa, Rebecca Bily, Kristin Nestor, Sari Kvasnik, and Phil Strohm.

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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