Owner And Ceo
Reprive House
AeroLeads people directory · profile
Jonathan Freed, Cfa Email & Phone Number
Owner and CEO
at
Reprive House
1 work email found
@jmpg.com
1 phone found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and CEO
Location
Santa Rosa, California, United States
Company size
Who is Jonathan Freed, Cfa? Overview
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Quick answer
Jonathan Freed, Cfa is listed as Owner and CEO at Reprive House, a company with 17 employees, based in Santa Rosa, California, United States. AeroLeads shows a work email signal at jmpg.com, phone signal with area code 415, and a matched LinkedIn profile for Jonathan Freed, Cfa.
Jonathan Freed, Cfa previously worked as Business Owner at Health Ivu and Volunteer at Alisa Ann Ruch Burn Foundation. Jonathan Freed, Cfa holds Bs, Finance, Accounting from University Of Colorado Boulder.
Company email context
Email format at Reprive House
This section adds company-level context without repeating Jonathan Freed, Cfa's masked contact details.
*@jmpg.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Freed, Cfa. Compare company email patterns before reaching out.
Profile bio
About Jonathan Freed, Cfa
Business owner, Strategist, Securities Trader, and CFA charterholder.
Listed skills include Strategy, Asset Management, Equities, Analysis, and 17 others.
Current workplace
Jonathan Freed, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Reprive House
15 roles
Jonathan Freed, Cfa work experience
A career timeline built from the work history available for this profile.
Business Owner
Current
Health Ivu
Oct 2022 - Present
Volunteer
Current
Aug 2022 - Present
Business Owner
Current
The Freed Collective
Jul 2021 - Present
Consultant - Production Operations & Strategy
Independent Consultant
- 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.
Oct 2021 - May 2022
Consultant - Investor Relations
Independent Consultant
- 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.
Jul 2021 - Oct 2021
Production & Planning Manager
- 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
Jan 2021 - Jul 2021
Financial Advisor
- 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
May 2020 - Jan 2021
Equity Research
- 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
Jul 2018 - Jan 2020
Director Of Operations
- 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
Dec 2017 - Jul 2018
Vp - Ishares Product Strategy
- 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.
Oct 2014 - Dec 2015
Vp – Ishares Data & Analytics
- 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.
Apr 2011 - Oct 2014
Senior Financial Analyst - Investor Relations
- Provide outside Investor Relations counsel to public company clients
Oct 2006 - Feb 2009
Contractor – M&A Research Analyst
Comann & Montague
- Provide M&A guidance based on industry trends and insights- Determine private company valuations from fair-value & relative valuation analyses
Feb 2006 - Oct 2006
Research Manager
- Researched, authored and published industry research report: Insurance Products & Risk Managemento Comprehensive report which articulated past, present and expected future trends
Aug 2005 - Feb 2006
Team & coworkers
Colleagues at Reprive House
Other employees you can reach at aarbf.org. View company contacts for 17 employees →
CW
Cathy Weinstein
Colleague at Reprive HouseAgoura Hills, California, United States, United States
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DC
Daniel Chacon
Colleague at Reprive HouseSan Francisco, California, United States, United States
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AM
Alisa Music
Colleague at Reprive HouseQueens County, New York, United States, United States
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DS
Downing Shirley
Colleague at Reprive HouseGhana, Ghana
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MD
Mckenzie Dern
Colleague at Reprive HouseClovis, California, United States, United States
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LR
Lucas Ryan
Colleague at Reprive HouseSan Jose, California, United States, United States
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EM
Erika Mendoza
Colleague at Reprive HouseUnited States, United States
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KA
Katrina Arthur
Colleague at Reprive HouseAuberry, California, United States, United States
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Cathy Weinstein
Colleague at Reprive HouseAgoura Hills, California, United States, United States
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DC
Daniel Chacon
Colleague at Reprive HouseSan Francisco, California, United States, United States
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AM
Alisa Music
Colleague at Reprive HouseQueens County, New York, United States, United States
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DS
Downing Shirley
Colleague at Reprive HouseGhana, Ghana
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MD
Mckenzie Dern
Colleague at Reprive HouseClovis, California, United States, United States
View →
LR
Lucas Ryan
Colleague at Reprive HouseSan Jose, California, United States, United States
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EM
Erika Mendoza
Colleague at Reprive HouseUnited States, United States
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KA
Katrina Arthur
Colleague at Reprive HouseAuberry, California, United States, United States
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3 education records
Jonathan Freed, Cfa education
Bs, Finance, Accounting
International Business
Education record
FAQ
Frequently asked questions about Jonathan Freed, Cfa
Quick answers generated from the profile data available on this page.
What company does Jonathan Freed, Cfa work for?
Jonathan Freed, Cfa works for Reprive House.
What is Jonathan Freed, Cfa's role at Reprive House?
Jonathan Freed, Cfa is listed as Owner and CEO at Reprive House.
What is Jonathan Freed, Cfa's email address?
AeroLeads has found 1 work email signal at @jmpg.com for Jonathan Freed, Cfa at Reprive House.
What is Jonathan Freed, Cfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Jonathan Freed, Cfa at Reprive House.
Where is Jonathan Freed, Cfa based?
Jonathan Freed, Cfa is based in Santa Rosa, California, United States while working with Reprive House.
What companies has Jonathan Freed, Cfa worked for?
Jonathan Freed, Cfa has worked for Reprive House, Health Ivu, Alisa Ann Ruch Burn Foundation, The Freed Collective, and Independent Consultant.
Who are Jonathan Freed, Cfa's colleagues at Reprive House?
Jonathan Freed, Cfa's colleagues at Reprive House include Cathy Weinstein, Daniel Chacon, Alisa Music, Downing Shirley, and Mckenzie Dern.
How can I contact Jonathan Freed, Cfa?
You can use AeroLeads to view verified contact signals for Jonathan Freed, Cfa at Reprive House, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Freed, Cfa attend?
Jonathan Freed, Cfa holds Bs, Finance, Accounting from University Of Colorado Boulder.
What skills is Jonathan Freed, Cfa known for?
Jonathan Freed, Cfa is listed with skills including Strategy, Asset Management, Equities, Analysis, Finance, Investments, Mergers And Acquisitions, and Portfolio Management.
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