Jonathan Freed, Cfa Email & Phone Number

Santa Rosa, Ca, Us

California, United States

San Francisco, California, United States

California, United States

San Francisco Bay Area

- Conduct discovery of operational issues with key teams / team members- Determine priorities, as well as immediate and long-term solutions- Present management team with consultative report; discuss implementation options, timeline, and next steps- Work with cross-functional teams to implement solutions, including introduction of new Standard Operating Procedures (SOPs), KPI's, and priorities to help maintain focus and a sustainable operational performance

San Francisco Bay Area

- Discuss Company strategy, messaging, and top priorities C-level management- Speak with Company and peer investor base as well as Sell-side analysts to gain a better understanding of the Street's perspective- Highlight significant disparities, catalysts, and other insights in management report - Present management team with findings and consultative recommendations

Sausalito, California, United States

- Recommend, develop, implement, and manage all production related items to ensure operational goals are achieved- Reporting: design, create, and deliver weekly/monthly reports in alignment of Corporate Strategy- Consult C-Level management of high priority items, especially as it pertains to ongoing business initiatives and key forward looking projects

San Francisco Bay Area

- Create actionable financial plans for individuals and families to achieve their life goals- Focus on risk management, tax savings, retirement planning, goal-oriented funding, and asset management

San Francisco, California, United States

- Fundamental research covering Healthcare REITs & Healthcare Services and Facilities companies- Financial modeling / forecasting (19 public companies)- In depth company valuation, peer / competitive analysis, industry research

Sausalito, California, United States

- Guide strategic business decisions, budgeting, and operational efficiency- Oversee all aspects of inventory management, forecasting, materials procurement, and production schedule- Prepare and maintain financial performance, expense controls, and budgeting reports

San Francisco, California, United States

- Influence firm-wide goals by defining and executing iShares ETF distribution strategies- iShares product specialist - utilize expertise to educate / train 60+ person sales team and help clients grasp complex product questions- Partner with Product & Portfolio Management teams to improve fund performance, fill product gaps, and assist in the development and launch of new products; facilitate launch of new iShares fixed income product suite

San Francisco, California, United States

- Manage operations team focused on sales strategy, reporting, technology platforms, territory planning, compensation analysis, and ad hoc management initiatives- Design and produce data driven management dashboards across 6 retail and institutional sales channels o Increased client penetration 30% by synthesizing internal / external data sources into sales leads, competitive positioning, and pipeline management- Proficient in client data and sales technology platforms (CRM platforms, Tableau, BI, 13f filings, Institutional reports) o Key player in facilitating the transition of CRM platforms, including data migration, validation, UI customization, and sales team implementation - Independently created proprietary lead generation model through data mining and analysis (SQL, Excel), which resulted in pilot program that highlighted $4B of high potential leads and $500M+ confirmed sales

San Francisco, California, United States

- Provide outside Investor Relations counsel to public company clients

San Francisco Bay Area

- Provide M&A guidance based on industry trends and insights- Determine private company valuations from fair-value & relative valuation analyses

Tiburon, California, United States

• Researched, authored and published industry research report: Insurance Products & Risk Managemento Comprehensive report which articulated past, present and expected future trends

Bs, Finance, Accounting

Activities and Societies: Sigma Nu fraternity, AYI Investment Club

International Business

International Business study abroad program in London, England

Education record