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Jonathan Quintero-Velez Email & Phone Number
RIA and Family Office Sales - Western US
at
New York Life Investment Management
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
RIA and Family Office Sales - Western US
Location
Boston, Massachusetts, United States
Who is Jonathan Quintero-Velez? Overview
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Quick answer
Jonathan Quintero-Velez is listed as RIA and Family Office Sales - Western US at New York Life Investment Management, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Jonathan Quintero-Velez.
Jonathan Quintero-Velez previously worked as Business Development - Intermediary Distribution at Allspring Global Investments and Business Development - Intermediary Sales at Allspring Global Investments. Jonathan Quintero-Velez holds Bachelor Of Science (B.S.), Finance from Boston College Carroll School Of Management.
Company email context
Email format at New York Life Investment Management
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*@wellsfargo.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Quintero-Velez. Compare company email patterns before reaching out.
Profile bio
About Jonathan Quintero-Velez
Asset management distribution professional and wholesaler covering West Coast financial advisors across intermediary sales in Southern California, Metro Los Angeles, The Bay Area, and Silicon Valley for all channels including Wirehouse, Independent, RIA, and Private Bank. Raise mutual fund, direct indexing, and SMA assets across fixed income, equities, and alternatives as well as bespoke customized investment strategies. Past experience in international private wealth management, offshore sales, and tech banking.
Listed skills include Powerpoint, Microsoft Excel, Leadership, Public Speaking, and 6 others.
Current workplace
Jonathan Quintero-Velez's current company
Company context helps verify the profile and gives searchers a useful next step.
New York Life Investment Management
AeroLeads page
5 roles
Jonathan Quintero-Velez work experience
A career timeline built from the work history available for this profile.
Business Development - Intermediary Distribution
Business Development - Intermediary Sales
Current
Nov 2017 - Present
Associate - Investor Services
Jul 2016 - Nov 2017
Analyst - Technology Banking
Aug 2015 - Jul 2016
2 education records
Jonathan Quintero-Velez education
Bachelor Of Science (B.S.), Finance
Boston College Carroll School Of Management
High School Diploma
Buckingham Browne & Nichols School
FAQ
Frequently asked questions about Jonathan Quintero-Velez
Quick answers generated from the profile data available on this page.
What company does Jonathan Quintero-Velez work for?
Jonathan Quintero-Velez works for New York Life Investment Management.
What is Jonathan Quintero-Velez's role at New York Life Investment Management?
Jonathan Quintero-Velez is listed as RIA and Family Office Sales - Western US at New York Life Investment Management.
What is Jonathan Quintero-Velez's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Jonathan Quintero-Velez at New York Life Investment Management.
Where is Jonathan Quintero-Velez based?
Jonathan Quintero-Velez is based in Boston, Massachusetts, United States while working with New York Life Investment Management.
What companies has Jonathan Quintero-Velez worked for?
Jonathan Quintero-Velez has worked for New York Life Investment Management, Allspring Global Investments, Brown Brothers Harriman, and Silicon Valley Bank.
How can I contact Jonathan Quintero-Velez?
You can use AeroLeads to view verified contact signals for Jonathan Quintero-Velez at New York Life Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Quintero-Velez attend?
Jonathan Quintero-Velez holds Bachelor Of Science (B.S.), Finance from Boston College Carroll School Of Management.
What skills is Jonathan Quintero-Velez known for?
Jonathan Quintero-Velez is listed with skills including Powerpoint, Microsoft Excel, Leadership, Public Speaking, Research, Investments, Bloomberg, and Financial Accounting.
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