Jonathan Smith Email & Phone Number

New York City Metropolitan Area

The CP Journal provides a training and development platform designed to support our nation's protectors with training in behavioral analysis, situational awareness and nonverbal communication. Our military, police officers, security professionals, and educators deserve high-quality training so they can provide us with the greatest degree of comfort and confidence in our security so that we can live without the fear or terrorism or the common criminal. Interpreting human behavior allows us to predict what people are going to do. The reality of the world that we live in today is that we are surrounded by threats everywhere we go, whether it is common criminals, terrorists, or fraudulent business executives. Very few people are taught how to pick these people out of a crowd.As the Director of Business Development I am responsible for the client experience, operational efficiencies, financial planning/forecasting, marketing, and sales. Please contact me directly with questions or for more information on how you and your organization can benefit from our research and work.

New York, Ny

As the Head of Internal Sales I was responsible for leading a sales team responsible for selling mutual funds and separately managed accounts for the investment boutiques within BNY Mellon Asset Management. I handled recruitment, hiring, onboarding, sales management, coaching, and development for the team, helping to achieve all sales targets. I partnered with all areas of the bank to create and implement strategic initiatives, but enjoyed spending most of my time working closely with my team to help them better understand investment options and financial advisory practices.

Greater Boston Area

At Fidelity Investments I was responsible for distribution of Fidelity investment solutions to financial advisors in New York and New Jersey, with an emphasis on mutual funds, 401(k) and 529 plans.

Washington D.C. Metro Area

As a financial advisor, I specialized in individual and small business financial planning. I worked individually and with a team to help clients in the areas of - investments, insurance, annuities, corporate benefit, retirement, small business, and education planning.

Master Of Business Administration (Mba), Business Administration And Management, General

Bs, Business

Activities and Societies: Baseball Team