Client Analyst
May 2022 - May 2023
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Jonathan Cuthbert Email & Phone Number
Client Analyst | Series 65, CMT Level III Candidate, CFA Level II Candidate
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Role
Client Analyst | Series 65, CMT Level III Candidate, CFA Level II Candidate
Location
Chicago, Illinois, United States
Who is Jonathan Cuthbert? Overview
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Quick answer
Jonathan Cuthbert is listed as Client Analyst | Series 65, CMT Level III Candidate, CFA Level II Candidate based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Cuthbert.
Jonathan Cuthbert previously worked as Client Analyst at 103 Advisory Group Llc and Corporate Action Analyst at Bny Mellon | Pershing. Jonathan Cuthbert holds Bachelor Of Science - Bs, Finance, General from Indiana University Bloomington.
Profile bio
About Jonathan Cuthbert
As a client analyst at 103 Advisory Group, a leading wealth management firm, I provide comprehensive financial planning and investment advice to high-net-worth individuals and families. I have a strong background in finance, operations management, and analytical skills, which I developed during my studies at Indiana University Bloomington and my previous roles in the financial industry.I have over two years of experience in corporate actions processing, research, and reconciliation, working with various stakeholders and systems to ensure accurate and timely execution of complex events. I also have a passion for market analysis and technical trading, and I recently obtained the Chartered Market Technician Level I certification, demonstrating my proficiency in applying charting and behavioral finance principles to investment decisions. My goal is to leverage my skills and knowledge to deliver exceptional value and service to my clients and team at 103 Advisory Group.
8 roles
Jonathan Cuthbert work experience
A career timeline built from the work history available for this profile.
Corporate Action Analyst
Completed the daily set-up, announcement, and processing of various corporate actions events (including tender offers, elections, rights offerings, proxy, consent offers) as well as the reconcilement, monitoring, and posting of entitlements to client accounts.Conducted research and responded to inquiries from internal business groups, depositories, agents.
Mar 2021 - Mar 2022
Private Wealth Management Intern
Completed a comprehensive retirement plan for a hypothetical client, covering all areas of the financial planning process like insurance, employee benefits, investments, cash flow strategies, income tax planning, and estate planning.Assisted with the development and implementation of the company’s direct marketing program. Called corporate executives to.
May 2019 - Aug 2019
Crew Member
Work on a crew of 2-4 painters or window cleaners to complete jobs for homeowners. Are responsible for doing a quality job, on budget. Interact daily with homeowners and team leader. Worked as high as 40 vertical feet. Would sometimes participate in fun marketing events with my team.
Jun 2017 - Aug 2017
Apprentice
Ms/Astro Tool & Die
I was part of a four-man team responsible for manufacturing the entire product line of the company. Upon completion of my training my tasks included operating various heavy machinery to create and finish steel products for our customers.
Jun 2016 - Aug 2016
Sales Representative
My duties consisted of prospecting for new customers, schedule appointments, meet one-on-one with potential customers, and perform demonstrations of the company’s product offering. This would also include the tracking and recording of all sales activity.
Jun 2016 - Aug 2016
Newspaper Deliverer
Lombardian
Maintained a territory consisting of the eastern section of Lombard. I was required to package and deliver newspapers to customer’s homes on a weekly basis and collect payment on a monthly basis.
Sep 2011 - Aug 2016
Crew Member
After completion of corporate training I was assigned to multiple duties which included but not limited to: preparing food, operating a cash register, running the drive-thru, cleaning the restaurant, and completing other assigned tasks.
Jun 2014 - Aug 2014
1 education record
Jonathan Cuthbert education
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Indiana University Bloomington
FAQ
Frequently asked questions about Jonathan Cuthbert
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What is Jonathan Cuthbert's role at their current company?
Jonathan Cuthbert is listed as Client Analyst | Series 65, CMT Level III Candidate, CFA Level II Candidate.
Where is Jonathan Cuthbert based?
Jonathan Cuthbert is based in Chicago, Illinois, United States.
What companies has Jonathan Cuthbert worked for?
Jonathan Cuthbert has worked for 103 Advisory Group Llc, Bny Mellon | Pershing, The Mather Group, College Pro, and Ms/Astro Tool & Die.
How can I contact Jonathan Cuthbert?
You can use AeroLeads to view verified contact signals for Jonathan Cuthbert, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Cuthbert attend?
Jonathan Cuthbert holds Bachelor Of Science - Bs, Finance, General from Indiana University Bloomington.
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