Jonathan Riddle Email & Phone Number

Greenwich, Connecticut, United States

• Pioneering a revolutionary Multi-Asset Class Fintech solution, bridging the gap between traditional financial markets and cryptocurrency exchanges• Spearheading a first-to-market solution, providing advanced trading, market access, institutional prime brokerage, and a subscription-based self-education service, leveraging technology and 3rd party software• Positioning Deep Value Investments as a disruptor in FinTech, offering unfettered access to the entire investment landscape• Developing an all-in-one solution with cutting-edge technology for institutional prime services, redefining how investors achieve financial goals and advisors service clients• Currently raising $5 million through extensive network outreach, leveraging cold calling and email campaigns

Purchase, Ny, Us

• Spearheaded new client acquisition efforts• Established a reputation as a trusted advisor, and provided invaluable insights to clients and prospects• Identified nuanced client situations and orchestrated the implementation of bespoke wealth planning solutions• Served as a Brand Ambassador, enhancing Altium Wealth Management's market presence• Expanded relationships with external COIs and facilitated new partnerships with Altium Wealth Management

New York, New York, Us

• Championed a client team, strategically focused on new client acquisition and cultivating existing relationships• Established a reputation as a trusted advisor, and provided invaluable insights to clients and prospects• Identified nuanced client situations and orchestrated the implementation of bespoke wealth planning solutions• Served as a distinguished brand ambassador for BofA Private Bank, significantly enhancing market presence• Leveraged the expertise of specialists, seamlessly delivering comprehensive wealth planning solutions• Forged robust relationships with internal partners and external Centers of Influence (COIs)• Achieved and surpassed ambitious new business goals• Effective at connecting clients with the broader Bank of America Enterprise

New York, New York, Us

• Led multiple relationships as the primary Client Advisor, ensuring satisfaction and successful outcomes• Trained and mentored new employees on all aspects of the Client Advisor Team• Handled routine communication with clients and their advisors, leading annual client reviews• Interfaced with clients when questions arise about investment strategy or capital markets outlook• Proposed, collaborated, and implemented investment programs, ensuring the team met benchmarks• Prepared investment guidelines for client accounts in line with the client’s goals and risk tolerance• Built implication models taking into account spending, taxation, and potential market behavior• Recognized as a Salesforce Expert, leading comprehensive training initiatives to maximize platform utilization

New York, Ny, Us

•Promoted to support the #1 Sales Director (nationally ranked 5 out of the last 6 years)•Drove all aspects of account opening and transferring of assets from start to finisho Assisted KYC to ensure accurate Due Diligenceo Followed up with the Transfer Group to track and ensure all assets transferred seamlessly• Assisted Sales Director with Strategic Alliance Advisorso Built relationships with MetLife, Mass Mutual, NFP and the New England Group Advisors• Manage day to day operations to enable Sales Director to focus on prospective clients• Collaborated with Sales Director and built pitch books for prospective clients and firms• Daily use of CRM database to track meetings, opportunities, prospective clients, etc.• Fielded Prospective Client and Client calls regarding account opening, transfers and online access• Utilized PeopleSoft Financials to manage expense reports• Assisted Sales director to achieve a Gross New Business Goal of $3MM• Implemented all Marketing events for the Greenwich Office; worked closely with the Tri-State Marketing Manager

New York, Ny, Us

• Managed day-to-day operations to enable the Sales Director to focus on prospective clients• Assisted Sales director to increase gross new business from $850,000 to stated Goal of $3MM• Collaborated with Sales Director and built pitch books for prospective clients and firms• Drove all aspects of account opening and transferring of assets from start to finish• Initiated marketing and networking strategies to develop relationships with Strategic Alliance Advisorso Built external relationships with MetLife, Mass Mutual, NFP, and the New England Group Advisors• Daily use of CRM database to track meetings, opportunities, prospective clients, etc.• Fielded Prospective Client calls regarding account opening, transfers, and online access• Responsible for all Marketing events in the Greenwich Office; worked closely with the Tri-State Manager

• Entrusted to oversee and maintain the safety of several million dollars in client properties• Managed and ran day-to-day operations of the Valet service and tournament operations• Trained new Valet Attendants to efficiently manage/organize bag drop area, and greet all guests• Managed schedules for a staff of ten • Trained new Valet Attendants to efficiently manage/organize bag drop area, as well as greeting all guests properly• Managed schedules for a staff of ten

Radnor, Pa, Us

Obtain product knowledge from national experts in investment and insurancePrepare and develop reports for high net worth clients as neededLearn client database program and provide maintenance, integration of new CRM software; Assist with investment and insurance service and maintenance; Utilize "Morningstar" software and input & analyze investment recommendationsBuild "Welcome Kit" for new clients, create presentations for speaking engagements, and update marketing materials

Assist a team of Vice President Financial Advisors in marketing to clients, assist in portfolio analytics, and management Conduct financial research and portfolio reviews for vice president of investments

Assisted Clerks in entering and allocating trades to customers and brokers in the systemAnalyzed NYMEX market operations and built trading diagrams for Crude Oil, Natural Gas, and GasolineResponsible for maintaining phone connections from the office to the floorOffice OperationsWorked closely with brokers to fill orders on e-MarketsMaintained open lines for price quotes with other trading firms; and LondonAssisted brokers and phone clerks in taking orders and executing them for customers

Attended daily training meeting to learn market strategies for NYMEX and NY Stock ExchangeWorked closely with clerks and brokers on daily activities allocating trades.Ranked 2nd out of 70 interns in mock trading session1 of 2 selected high school students out of 70 participants

Bachelor Of Business Administration, Finance

Executive Mba, Business Administration And Management, General