Financial Services Representative
Current
Mar 2024 - Present
AeroLeads people directory · profile
Jonathan Templin Email & Phone Number
Financial Services Representative
at
nest egg
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Services Representative
Location
Philadelphia, Pennsylvania, United States
Who is Jonathan Templin? Overview
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Quick answer
Jonathan Templin is listed as Financial Services Representative at nest egg, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Templin.
Jonathan Templin previously worked as Club Water Polo Head Coach at Drexel University and Technical Expert at Apple. Jonathan Templin holds Bachelor Of Business Administration, Finance from Drexel University - Lebow College Of Business.
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nest egg
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Profile bio
About Jonathan Templin
Jonathan Templin is a Financial Services Representative at nest egg. He possess expertise in leadership, microsoft office, microsoft word, microsoft excel, customer service and 2 more skills.
Listed skills include Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, and 3 others.
Current workplace
Jonathan Templin's current company
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10 roles
Jonathan Templin work experience
A career timeline built from the work history available for this profile.
Club Water Polo Head Coach
Technical Expert
Aug 2022 - Mar 2024
Technical Specialist
Oct 2021 - Aug 2022
Season Product Specialist
Aug 2021 - Oct 2021
Game Presenter
Feb 2021 - Jun 2021
Operations Analyst
- Updated company PnL Daily to show accurate holdings in all accounts for Senior Management
- Aided with operations team to produce daily forecast projections for holdings based on if the market went up ordown by certain percentage points
- Maintained accurate commission reports for the equity options team and handed out daily to each trader
- Processed anywhere from 75-150 trade tickets for the Equity Options team to maintain accurate reflections in thecompany books for company’s PnL and commissions
Sep 2019 - Mar 2020
Part Time Sales Associate
Banana Republic Factory Store
- Helped an average of 35 customers a day by responding to inquires, locating products, and providing recommendations
- Stocked, replenished, and organized inventory with accuracy and efficiency
- Maintained accurate and attractive merchandise displays, ensuring strategic placement of products in order to maximize purchases
Jul 2019 - Sep 2019
Portfolio Management/Trading Assistant
- Acted as a liaison between portfolio managers on the Cash Management & Liquidity trading desk and the Wall Street broker/dealer community, and communicate trade deals available for purchase
- Utilized Bloomberg for credit research to provide current ratings and outlook updates on particular fixed income securities that portfolio managers’ hold in their portfolios
- Implemented various Aladdin applications including Aladdin Research to compile and create materials for global strategy and credit meetings on a bi-weekly basis
- Tracked portfolio characteristics on spreadsheets, assist with trade entry and confirmation, and follow and report on various economic indicators for the purposes of determining investment strategy
Sep 2018 - Mar 2019
Cog Finance Global Treaty
- Updated monthly production and intercompany variance reports for Senior Management
- Accurately processed over 100 payables and receivables from 56 different affiliate countries
- Regularly booked journal entries into various General Ledger accounts to ensure that intercompany balances were being properly represented
- Helped maintain records of all payments and journal entries booked with detailed backup for audit purposes
Sep 2017 - Mar 2018
2 education records
Jonathan Templin education
Bachelor Of Business Administration, Finance
Education record
Wilson High School
FAQ
Frequently asked questions about Jonathan Templin
Quick answers generated from the profile data available on this page.
What company does Jonathan Templin work for?
Jonathan Templin works for nest egg.
What is Jonathan Templin's role at nest egg?
Jonathan Templin is listed as Financial Services Representative at nest egg.
Where is Jonathan Templin based?
Jonathan Templin is based in Philadelphia, Pennsylvania, United States while working with nest egg.
What companies has Jonathan Templin worked for?
Jonathan Templin has worked for Nest Egg, Drexel University, Apple, Evolution Gaming Limited, and Susquehanna International Group, Llp (Sig).
How can I contact Jonathan Templin?
You can use AeroLeads to view verified contact signals for Jonathan Templin at nest egg, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Templin attend?
Jonathan Templin holds Bachelor Of Business Administration, Finance from Drexel University - Lebow College Of Business.
What skills is Jonathan Templin known for?
Jonathan Templin is listed with skills including Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Strategic Planning, and Microsoft Powerpoint.
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