Jonathan Shoop

Jonathan Shoop Email and Phone Number

Client Service Associate at Fisher Investments @ Fisher Investments
camas, washington, united states
Jonathan Shoop's Location
Tampa, Florida, United States, United States
About Jonathan Shoop

In my young life I have learned that taking action is one of the most important skills to live a fulfilling life. It is through truth and vulnerability that allows us to grow the right way and be the most productive. I hope to create genuine relationships and have new great experiences in this journey of life!

Jonathan Shoop's Current Company Details
Fisher Investments

Fisher Investments

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Client Service Associate at Fisher Investments
camas, washington, united states
Website:
fisherinvestments.com
Employees:
2996
Jonathan Shoop Work Experience Details
  • Fisher Investments
    Client Service Associate
    Fisher Investments Jul 2024 - Present
    Plano, Texas, United States
    Communicate with high-net-worth clients by phone and email in an open, team-oriented work environmentFulfill operational tasks between Fisher Investments and our top brokerage houses who act as our dedicated custodiansInteract with clients to establish and clear accounts and resolve documentation and transfer issues
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  • Woodward Capital Management
    Securitization Intern
    Woodward Capital Management May 2023 - Sep 2024
    Detroit, Michigan, United States
    -Woodward Capital, a subsidiary of Rocket Companies, is a securitization sponsor focused on bringing non-agency loan transactions to the market regularly-Presented in Woodward Capital Management’s quarterly board meeting to aid in future securitization strategy.-Presented securitization issuance plan to ensure alignment across teams and awareness to leaders-Engaged with potential investors over the phone regarding mortgage-backed securities.
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  • Fairway Independent Mortgage Corporation
    Loan Officer Assistant
    Fairway Independent Mortgage Corporation May 2022 - Aug 2022
    Tampa, Florida, United States
    Helped Loan Officers get new clients by calling customers and convincing them to purchase a loan for a new home.
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Jonathan Shoop Education Details

Frequently Asked Questions about Jonathan Shoop

What company does Jonathan Shoop work for?

Jonathan Shoop works for Fisher Investments

What is Jonathan Shoop's role at the current company?

Jonathan Shoop's current role is Client Service Associate at Fisher Investments.

What schools did Jonathan Shoop attend?

Jonathan Shoop attended Butler University, Jesuit High School Of Tampa, Fl.

Who are Jonathan Shoop's colleagues?

Jonathan Shoop's colleagues are Tyler Staeck, Benjamin Hvekstrup, Michael Valentino, Eric Qualheim, Hyelin Yang, Kelsey Wittmann, David Kessler.

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