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.
-
Client Analyst103 Advisory Group Llc May 2022 - May 2023Chicago, Illinois, Us -
Corporate Action AnalystBny Mellon | Pershing Mar 2021 - Mar 2022Jersey City, New Jersey, UsCompleted 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, brokers, clients, investment managers, sub custodians, and custodians.Worked on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions. -
Private Wealth Management InternThe Mather Group May 2019 - Aug 2019Chicago, Illinois, UsCompleted 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 encourage them to receive information regarding the consulting group. Competed in a summer long investment management competition using fundamental and tactical strategies based on macroeconomic and technical research provided by the firm. Attended weekly informational sessions presented by upper-level executives on the firm’s trademarked Retirement Roadmap approach. -
Crew MemberCollege Pro Jun 2017 - Aug 2017Toronto, Ontario, CaWork 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. -
ApprenticeMs/Astro Tool & Die Jun 2016 - Aug 2016I 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.
-
Sales RepresentativeVector Marketing Jun 2016 - Aug 2016Olean, Ny, UsMy 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. -
Newspaper DelivererLombardian Sep 2011 - Aug 2016Maintained 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.
-
Crew MemberMcdonald'S Jun 2014 - Aug 2014Chicago, Illinois, UsAfter 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.
Jonathan Cuthbert Education Details
-
Indiana University BloomingtonGeneral
Frequently Asked Questions about Jonathan Cuthbert
What is Jonathan Cuthbert's role at the current company?
Jonathan Cuthbert's current role is Client Analyst | Series 65, CMT Level III Candidate, CFA Level II Candidate.
What schools did Jonathan Cuthbert attend?
Jonathan Cuthbert attended Indiana University Bloomington.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial