Please complete the CAPTCHA to continue
@gghc.com
✓
2 phones found area 917
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Jonathan Velez is listed as Client Service + Portfolio Allocation I GGHC I Bitcoin Enthusiast I “We don’t quit. We don’t cower. We don’t run. We endure and conquer.” - Kobe Bryant at Gilder Gagnon Howe & Co. LLC, a company with 101 employees, based in Frisco, Texas, United States. AeroLeads shows a work email signal at gghc.com, phone signal with area code 917, and a matched LinkedIn profile for Jonathan Velez.
Jonathan Velez previously worked as Allocator at Gilder Gagnon Howe & Co. Llc and Financial Services Representative at Merrill Lynch. Jonathan Velez holds Bachelor Of Science, Accounting from York College Of Pennsylvania.
This section adds company-level context without repeating Jonathan Velez's masked contact details.
AeroLeads found 1 current-domain work email signal for Jonathan Velez. Compare company email patterns before reaching out.
Client service expert by day and Bitcoin enthusiast by night. I am deeply passionate about exceptional service + investing in financial markets.My career with Gilder, Gagnon, & Howe Company (GGHC) began in April of 2019. I work directly with Portfolio Manager/Managing Partner who manages 7B+ in assets and over 1,200 discretionary accounts. Prior to joining GGHC, I worked with Merrill Lynch as a financial services representative in the retirement department. I have been able to learn various skills around client service, portfolio allocation, and capital markets.I graduated with a Bachelor’s degree in Accounting from York College of Pennsylvania and have my Series 7 + Series 63 licenses.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
New York City Metropolitan Area
Work directly with Portfolio Manager/Managing Partner who manages 7B+ in assets and over 1,200 discretionary accounts. Account types include margin (with short selling), retirement, trusts, foundations, estates and custodian.Have direct contact with all clients to provide any and all client services including but not exclusively:-Opening and closing.
Pennington, New Jersey
Accurately processing financial transactions including stock, money market, and mutual fund trades, loans, withdrawals, and option exercisesOffering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detailAssisting clients with inquiries about their.
Greater New York City Area
Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.Provide information/education to clients about the purpose and details of financial products, services and strategies.Build and maintain client base, keep client plans up-to-date and acquire new clients on an.
New Jersey
New York, New York
Other employees you can reach at gghc.com. View company contacts for 101 employees →
Robert Reddington
Colleague at Gilder Gagnon Howe & Co. LlcManhasset, New York, United States, United States
View →
AF
Annemarie Ferguson
Colleague at Gilder Gagnon Howe & Co. LlcNew York, New York, United States, United States
View →
HJ
Henry J. Molina
Colleague at Gilder Gagnon Howe & Co. LlcNew York, New York, United States, United States
View →
ES
Eddie Santana
Colleague at Gilder Gagnon Howe & Co. LlcDunellen, New Jersey, United States, United States
View →
NB
Norman Benzaquen
Colleague at Gilder Gagnon Howe & Co. LlcGreat Neck, New York, United States, United States
View →
ML
Mike Lebron
Colleague at Gilder Gagnon Howe & Co. LlcNew York, New York, United States, United States
View →
LM
Logan Morrow
Colleague at Gilder Gagnon Howe & Co. LlcNew York, New York, United States, United States
View →
CE
Caroline E. Bailey
Colleague at Gilder Gagnon Howe & Co. LlcKennesaw, Georgia, United States, United States
View →
TG
Ty Go
Colleague at Gilder Gagnon Howe & Co. LlcSeia, Guarda, Portugal, Portugal
View →
MK
Maya Kyprianou
Colleague at Gilder Gagnon Howe & Co. LlcNew York, New York, United States, United States
View →
Quick answers generated from the profile data available on this page.
Jonathan Velez works for Gilder Gagnon Howe & Co. LLC.
Jonathan Velez is listed as Client Service + Portfolio Allocation I GGHC I Bitcoin Enthusiast I “We don’t quit. We don’t cower. We don’t run. We endure and conquer.” - Kobe Bryant at Gilder Gagnon Howe & Co. LLC.
AeroLeads has found 1 work email signal at @gghc.com for Jonathan Velez at Gilder Gagnon Howe & Co. LLC.
AeroLeads has found 2 phone signal(s) with area code 917 for Jonathan Velez at Gilder Gagnon Howe & Co. LLC.
Jonathan Velez is based in Frisco, Texas, United States while working with Gilder Gagnon Howe & Co. LLC.
Jonathan Velez has worked for Gilder Gagnon Howe & Co. Llc, Merrill Lynch, Axa Advisors, Llc, Wells Fargo, and Ifundtraders, Llc.
Jonathan Velez's colleagues at Gilder Gagnon Howe & Co. LLC include Robert Reddington, Annemarie Ferguson, Henry J. Molina, Eddie Santana, and Norman Benzaquen.
You can use AeroLeads to view verified contact signals for Jonathan Velez at Gilder Gagnon Howe & Co. LLC, including work email, phone, and LinkedIn data when available.
Jonathan Velez holds Bachelor Of Science, Accounting from York College Of Pennsylvania.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Jonathan Velez you were looking for.
