Jonathan Quintero-Velez

Jonathan Quintero-Velez Email and Phone Number

RIA and Family Office Sales - Western US @ New York Life Investment Management
Chicago, IL, US
Jonathan Quintero-Velez's Location
Boston, Massachusetts, United States, United States
Jonathan Quintero-Velez's Contact Details

Jonathan Quintero-Velez personal email

n/a
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.

Jonathan Quintero-Velez's Current Company Details
New York Life Investment Management

New York Life Investment Management

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RIA and Family Office Sales - Western US
Chicago, IL, US
Jonathan Quintero-Velez Work Experience Details
  • New York Life Investment Management
    Ria And Family Office Sales - Western Us
    New York Life Investment Management
    Chicago, Il, Us
    View
  • Allspring Global Investments
    Business Development - Intermediary Distribution
    Allspring Global Investments
    United States
    View
  • Allspring Global Investments
    Business Development - Intermediary Sales
    Allspring Global Investments Nov 2017 - Present
    Charlotte, Nc, Us
    View
  • Brown Brothers Harriman
    Associate - Investor Services
    Brown Brothers Harriman Jul 2016 - Nov 2017
    New York, Ny, Us
    View
  • Silicon Valley Bank
    Analyst - Technology Banking
    Silicon Valley Bank Aug 2015 - Jul 2016
    Santa Clara, Ca, Us
    View

Jonathan Quintero-Velez Skills

Powerpoint Microsoft Excel Leadership Public Speaking Research Investments Bloomberg Financial Accounting Visual Basic Equity Research

Jonathan Quintero-Velez Education Details

  • Boston College Carroll School Of Management
    Boston College Carroll School Of Management
    Finance
  • Buckingham Browne & Nichols School
    Buckingham Browne & Nichols School
    High School Diploma

Frequently Asked Questions about Jonathan Quintero-Velez

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 the current company?

Jonathan Quintero-Velez's current role is RIA and Family Office Sales - Western US.

What is Jonathan Quintero-Velez's email address?

Jonathan Quintero-Velez's email address is jo****@****rgo.com

What schools did Jonathan Quintero-Velez attend?

Jonathan Quintero-Velez attended Boston College Carroll School Of Management, Buckingham Browne & Nichols School.

What are some of Jonathan Quintero-Velez's interests?

Jonathan Quintero-Velez has interest in Fantasy Football, Technology, Politics, Latin America, Education, Poker, Fantasy Sports, Powerlifting, Ncaa And Pro Sports, Crossfit.

What skills is Jonathan Quintero-Velez known for?

Jonathan Quintero-Velez has skills like Powerpoint, Microsoft Excel, Leadership, Public Speaking, Research, Investments, Bloomberg, Financial Accounting, Visual Basic, Equity Research.

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