Jonathan Story

Jonathan Story Email and Phone Number

Client Executive - Director @ BNY Pershing
Charlotte, NC, US
Jonathan Story's Location
Charlotte, North Carolina, United States, United States
Jonathan Story's Contact Details

Jonathan Story work email

Jonathan Story personal email

Jonathan Story phone numbers

About Jonathan Story

I am an experienced financial services professional who has had the privilege of working closely with many of the leading wealth management firms in our industry in multiple capacities. This exposure has given me a deep appreciation for the complexity of our clients’ businesses and the role our solutions, expertise and dedication have in their success.In my current position, I am responsible for establishing relationships with wealth management firms, multi-family offices and trust companies as well as consulting with advisors interested in exploring independence. I have two young children and enjoy being a part of their various activities. I spend my personal time training for and competing in extreme multi-sport endurance events all over the world.If you would like to learn more about how BNY Pershing can support your business, please reach out to me via email (jstory@pershing.com), or phone (704-424-2067).

Jonathan Story's Current Company Details
BNY Pershing

Bny Pershing

View
Client Executive - Director
Charlotte, NC, US
Website:
bny.com/pershing
Employees:
4221
Jonathan Story Work Experience Details
  • Bny Pershing
    Client Executive - Director
    Bny Pershing
    Charlotte, Nc, Us
  • Bny Pershing
    Enterprise Business Development Officer - Director
    Bny Pershing Mar 2023 - Present
    Charlotte, North Carolina, United States
  • Bny Mellon | Pershing
    Business Development Officer - Vice President
    Bny Mellon | Pershing Jun 2008 - Mar 2023
    Charlotte, North Carolina
  • Bny Mellon | Pershing
    Relationship Consultant - Assistant Vice President
    Bny Mellon | Pershing Jun 2005 - May 2008
    Charlotte, North Carolina
  • Bny Mellon | Pershing
    Account Manager
    Bny Mellon | Pershing Apr 2004 - May 2005
    Jersey City, New Jersey
  • Bny Mellon | Pershing
    Transition Account Manager
    Bny Mellon | Pershing Feb 2002 - Apr 2004
    Jersey City, New Jersey
  • Bny Mellon | Pershing
    Management Trainee
    Bny Mellon | Pershing Jul 2001 - Feb 2002
    Jersey City, New Jersey

Jonathan Story Skills

Series 7 New Business Development Series 63 Consultative Selling Building Customer Relations Contract Negotiations Solution Selling Wealth Management Financial Services

Jonathan Story Education Details

Frequently Asked Questions about Jonathan Story

What company does Jonathan Story work for?

Jonathan Story works for Bny Pershing

What is Jonathan Story's role at the current company?

Jonathan Story's current role is Client Executive - Director.

What is Jonathan Story's email address?

Jonathan Story's email address is js****@****lum.com

What is Jonathan Story's direct phone number?

Jonathan Story's direct phone number is (800) 445*****

What schools did Jonathan Story attend?

Jonathan Story attended Penn State University, Saint Peter's University.

What are some of Jonathan Story's interests?

Jonathan Story has interest in Poverty Alleviation, Children.

What skills is Jonathan Story known for?

Jonathan Story has skills like Series 7, New Business Development, Series 63, Consultative Selling, Building Customer Relations, Contract Negotiations, Solution Selling, Wealth Management, Financial Services.

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