Jonathan Valencia
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Jonathan Valencia Email & Phone Number

Vice President at New York Life Investments
Location: Old Bethpage, New York, United States 5 work roles 1 school
2 work emails found @newyorklife.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email j****@newyorklife.com
LinkedIn Profile matched
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Current company
New York Life Investments
Role
Vice President
Location
Old Bethpage, New York, United States
Company size
953 employees

Who is Jonathan Valencia? Overview

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Quick answer

Jonathan Valencia is listed as Vice President at New York Life Investments, a with 953 employees, based in Old Bethpage, New York, United States. AeroLeads shows a work email signal at newyorklife.com and a matched LinkedIn profile for Jonathan Valencia.

Jonathan Valencia previously worked as Vice President at Apogem Capital and Assistant Vice President at Apogem Capital. Jonathan Valencia holds Bachelor Of Science (B.S.), Finance, General from Liu Post.

Company email context

Email format at New York Life Investments

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{first}_{last}@newyorklife.com
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AeroLeads found 2 current-domain work email signals for Jonathan Valencia. Compare company email patterns before reaching out.

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Profile bio

About Jonathan Valencia

· Finance professional with over 13 years of experience in financial analysis and cash flow forecasting / cash management. · Strong problem solving and analytical skills with an emphasis in variance and trend analysis. · Excellent communication skills, organizational and interpersonal skills. · Able to work effectively and independently in a fast-paced environment.

Listed skills include Finance, Financial Analysis, Analysis, Financial Planning, and 11 others.

Current workplace

Jonathan Valencia's current company

Company context helps verify the profile and gives searchers a useful next step.

New York Life Investments
New York Life Investments
Vice President
Old Bethpage, NY
Website
morethaninvesting.com
Employees
953
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Company profile
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5 roles · 20 years

Jonathan Valencia work experience

A career timeline built from the work history available for this profile.

Vice President

Current
Apogem Capital

New York , Ny, Us

Jul 2024 - Present

Assistant Vice President

Current
Apogem Capital

New York , Ny, Us

Jul 2023 - Present

Manager

New York Life Insurance Company

New York, New York, Us

Finance professional with over 12 years of experience in financial analysis and cash flow forecasting / cash management. Strong problem solving and analytical skills with an emphasis in variance and trend analysis. Excellent communication skills, organizational and interpersonal skills. Able to work effectively and independently in a fast-paced environment. Professional Experience Oversee 45+ lines of business cash flow positions, related borrowing needs and funds available for investment. · Manage daily cash positioning and cash forecasting by utilizing a short-term investment instrument to minimize borrowing costs for 3 subsidiaries. · Produce weekly, monthly, and yearly cash forecasts to the portfolio managers, business units and Office of Chief Investments Officer. · Work closely with the Finance Transformation initiative around automation of processes to improve and/or replace with more effective solutions. · Manage daily cash positioning and cash forecasting to minimize borrowing costs. · Act as liaison between bank managers and investment portfolio fund managers. · Provide high level liquidity reporting by business to Treasurer and Senior Management/CFO. · Work closely with controller’s area to research, analyze and reconcile past cash flow and general ledger activity for accurate cash positioning by line of business. · Host weekly meetings with portfolio managers, internal NYL traders and business units to discuss weekly variances, forecast vs. actual changes and any large cash movements. · Assisted with the implementation of new Treasury Management System, Kyriba. · Performed cash management of intercompany, pooling settlements (Lockbox-Disbursement) activity for newly acquired business LINA (CIGNA Group benefits). · Train, develop, and manage finance team members. · Assisted with all cash disbursement methods, wires, book transfers, ACH payment, foreign payment via the online bank portals and TMS Kyriba.

Jun 2010 - Jul 2023

Trade Analyst

Merrill Lynch

New York, Ny, Us

2007 - 2010 ~3 yrs
Team & coworkers

Colleagues at New York Life Investments

Other employees you can reach at morethaninvesting.com. View company contacts for 953 employees →

AH Adam Hyams Adam Hyams Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States View → SB Scott Blankenship Scott Blankenship Colleague at New York Life InvestmentsTomball, Texas, United States View → JS Jason Smothers Sr. Jason Smothers Sr. Colleague at New York Life InvestmentsHarford County, Maryland, United States View → EK Emily Khol Emily Khol Colleague at New York Life InvestmentsNew York, United States View → DS Dimitri Smith Dimitri Smith Colleague at New York Life InvestmentsSpringfield, New Jersey, United States View → JM Josh Metzger Josh Metzger Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States View → CB Cesar Bastidas Cesar Bastidas Colleague at New York Life InvestmentsNew York, United States View → DA David Azzati David Azzati Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States View → HF Howard Ferguson Ii Howard Ferguson Ii Colleague at New York Life InvestmentsArlington, Virginia, United States View → LC Lee Cohen Lee Cohen Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States View →
1 education record

Jonathan Valencia education

  • Liu Post
    Liu Post
    General
FAQ

Frequently asked questions about Jonathan Valencia

Quick answers generated from the profile data available on this page.

What company does Jonathan Valencia work for?

Jonathan Valencia works for New York Life Investments.

What is Jonathan Valencia's role at New York Life Investments?

Jonathan Valencia is listed as Vice President at New York Life Investments.

What is Jonathan Valencia's email address?

AeroLeads has found 2 work email signals at @newyorklife.com for Jonathan Valencia at New York Life Investments.

Where is Jonathan Valencia based?

Jonathan Valencia is based in Old Bethpage, New York, United States while working with New York Life Investments.

What companies has Jonathan Valencia worked for?

Jonathan Valencia has worked for New York Life Investments, Apogem Capital, New York Life Insurance Company, and Merrill Lynch.

Who are Jonathan Valencia's colleagues at New York Life Investments?

Jonathan Valencia's colleagues at New York Life Investments include Adam Hyams, Scott Blankenship, Jason Smothers Sr., Emily Khol, and Dimitri Smith.

How can I contact Jonathan Valencia?

You can use AeroLeads to view verified contact signals for Jonathan Valencia at New York Life Investments, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Valencia attend?

Jonathan Valencia holds Bachelor Of Science (B.S.), Finance, General from Liu Post.

What skills is Jonathan Valencia known for?

Jonathan Valencia is listed with skills including Finance, Financial Analysis, Analysis, Financial Planning, Accounting, Forecasting, Financial Services, and Investments.

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