Jonathan Coombs Email & Phone Number

Aliso Viejo, Ca, Us

Part of the team responsible for the development and successful launch of a revolutionary custom target date fund series, flexPATH Strategies. Continued activities include: strategic partner relations and advisor support, consult to institutional clients on the investment details and advantages of flexPATH target date funds, and serves as a fixed income analyst conducting independent research on domestic fixed income investments using a proprietary quantitative modeling system and qualitative research to select and monitor sub-advisors for flexPATH target date funds.Serves as acting Project Manager for new business development and all custom 3(38) solutions.

Aliso Viejo, Ca, Us

Provide guidance to plan sponsors on retirement plan best practices regarding fee benchmarking, plan design, investment analysis, fiduciary compliance, and participant outcomes.

Aliso Viejo, Ca, Us

Works with 450+ retirement planning firms nationwide to bring them advice pertaining to the financial services industry, due diligence, RFP's and fee benchmarking including some primary services. As an expert in proprietary technology, significant time is devoted to directly consult retirement plan advisors, which enables better practice management through the leveraging of technology.

• Responsible for generating $400,000 in annual fundraising and sales revenue from both private individuals and corporate sources [member of 3 person team]• Managed all creative and strategic marketing, advertising and media initiatives• Assisted the Executive Directors with all Foundation long-term planning• Coordinated and provided event leadership for the organization’s flagship programs: the Young Artists Series development program and 30+ annual national and international events• Liaison and coordinator for thirteen venue partnerships throughout the East coast region• Provided support for all Board of Director and Executive level projects• Budget creation, deployment and management

• Served as acting Foundation Manager• Provided creative and administrative leadership during two years of institutional development, specifically targeting the enhancement of the Foundation’s branding and public image; as a result, the annual global audience increased from 1 to 3 million• Initiated and implemented a marketing and branding overhaul for the New York International Piano Competition; the result was a 60% increase in international participation and a 40% increase in domestic participation• Successfully coordinated and engaged cross functional teams for more than 60 domestic and international projects and events• Provided administrative and contract support for a roster of 132 performing artists participating in the foundation’s development training programs [recognized in a June 2012 article in The Wall Street Journal]• Extensive experience utilizing digital advertising mediums including targeted website banners, Google AdWords campaigns, Facebook campaigns, and Constant Contact email marketing• Planned and coordinated a bi-annual fundraising Gala that generated a 110% increase over previous Foundation Galas; this event was attended by 250 of New York City’s top philanthropists and was covered by the New York Times

• Managed a complete overhaul and redesign of the organizations website and digital presence, including a revamp of workflow for all internet based affiliates that led to a 30% decrease in expenditures• Provided administrative support for all Executive Director projects• Composed and presented a successful grant campaign, resulting in a sponsorship award from the National Endowment for the Arts• Foundation Junior Board Chair

• 2009-12 concert season tours included performances at Ravinia’s “Rising Stars Showcase” in Chicago, the Phillip’s Collection in Washington DC, the Metropolitan Opera Chamber Orchestra in New York City, and a European debut at Wigmore Hall in London, England• Featured in the Lucy Bruell Documentary "Speaking with Music", shown on PBS nationally• Reviewed in The New Yorker by Alex Ross and The Washington Post by Joan Reinthaler

• Guest clinician and faculty member at music festivals across the US• Established after school music education program partnerships with six NYC private schools• Maintained an annual enrollment of 150 students

Private Music Instructor

New York, Ny, Us

Master'S Degree, Music

Bachelor Of Science (Bs), Music