Jonathan Harrier Email and Phone Number
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I develop & run trading strategies that take advantage of abnormal events and behavioral biases in the equity markets.
Cfg Wealth Management Services
View- Website:
- cfgwms.com
- Employees:
- 2
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Chief Investment OfficerCfg Wealth Management Services Mar 2002 - PresentIndianapolis, IndianaResponsible for all investment and compliance related activities for this Registered Investment Advisor. Responsibilities broadly cover risk management, performance measurement and evaluation, investment management and consulting, marketing/business development, and client service communication. Specific duties include developing and implementing the firm’s investment management philosophy, completing investment reviews for firm clients, communicating capital market developments to clients, personnel management, due diligence on vendor relationships, and reporting to the required government agencies as necessary.
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Managing Director, Co-FounderCompass Compliance Consultants... Exclusive Distributor Of Compliancedashboard 401K Oct 2015 - Aug 2021Indianapolis, Indiana AreaWas responsible for business development and operations for this growing provider of consulting services to fiduciaries, advisors, TPAs, and other consultants serving ERISA-covered health & welfare and retirement plans. We are the exclusive distributor for ComplianceDashboard 401k.Our mission was to mitigate both business and personal liability risks for employers who are subject to ERISA fiduciary compliance requirements, through the application of a rigorous, disciplined and continuous decision-making and compliance surveillance process. Generally, we accomplish this by working with other advisors, consultants, and related professionals that directly serve fiduciaries and benefits administrators to meet their ERISA and DOL compliance requirements. Provided content, layout, and design services to the Compliancedashboard, LLC team in order enhance the 401k module of Compliancedashboard. Enhancements were broadly made in the plan governance activities for defined contribution plans as well as for plan administration activities required of plan fiduciaries. Also assisted with the development of the Document Manager add-in for Compliancedashboard and enhancing the Adviser Portal to be used by Fiduciary Advisers serving ERISA benefit plan sponsors.
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Investment AssociateMerrill Lynch Jun 1999 - Feb 2002Indianapolis, IndianaPart of a nine-member team in the Investment Consulting Services department that managed or consulted on $6 billion. Primary responsibilities were to provide investment consulting services for corporate, endowment, Taft-Hartley pension and defined contribution funds, as well as investment management services for private clients.~ Maintained effective working relationships with external professional staff: investment managers, counsel, trustees, plan sponsors, and administrative staff~ Initiated and completed investment manager searches that came about from our recommendations on the termination and hiring of investment managers; oversaw the presentation of investment managers to boards and committees~ Initiated asset allocation and asset-liability studies; presented findings to clients~ Generated performance measurement and attribution reports, disseminated the reports to clients, presented the findings at board and committee meetings~ Constructed and maintained equity and fixed income portfolios for discretionary firm clients~ Created effective management systems through a process of delegation and accountability to ensure that tasks are completed in an efficient manner. -
Marketing AssociateMerrill Lynch May 1998 - Jun 1999Indianapolis, InServed as a Marketing Associate for the Indianapolis complex. Responsibilities involved devoting efforts to long-term projects intended to increase office revenue and profitability.~ Worked as a liaison between branch managers, financial consultants and external investment product representatives to maintain necessary sales support~ Worked directly with managers to accomplish their defined strategic initiatives by focusing on and reaching goals for profitability, financial planning, sales force growth, and client satisfaction
Jonathan Harrier Skills
Jonathan Harrier Education Details
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Economics
Frequently Asked Questions about Jonathan Harrier
What company does Jonathan Harrier work for?
Jonathan Harrier works for Cfg Wealth Management Services
What is Jonathan Harrier's role at the current company?
Jonathan Harrier's current role is I develop & run trading strategies that take advantage of abnormal events and behavioral biases in the equity markets..
What is Jonathan Harrier's email address?
Jonathan Harrier's email address is rh****@****son.net
What is Jonathan Harrier's direct phone number?
Jonathan Harrier's direct phone number is +131784*****
What schools did Jonathan Harrier attend?
Jonathan Harrier attended Indiana University - Kelley School Of Business, Olivet Nazarene University.
What skills is Jonathan Harrier known for?
Jonathan Harrier has skills like Erisa, Plan Governance, Benefit Plan Administration, Dol, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Financial Planning, Investment Management, Qualified Retirement Plans, Compliance.
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