Jonathan Weinstein Email & Phone Number

Fanwood, NJ, US

Summit, NJ, US

• File regulatory documents on behalf of the Trust and Adviser (13G/D, 13F, 15(c), NFA PR, NFA PQR, NPORT, ADV).
• Manage the process of launching Exchange Traded Funds in both domestic and foreign markets.
• Amended the liquidity risk management program to better analyze liquidity concerns and thresholds.
• Discovered unnecessary costs to the company and recognized cost cutting opportunities.
• Conduct annual reviews of AML/Compliance/Risk programs, annual employee training, and Onboarding/Offboarding.
• Manage the Alpha Desk Hedge Fund and Portfolio Management and Compliance System in conjunction with Eikon.

New York, NY, US

• Perform surveillance for all transactions within the company, including but not limited to all insurance and securities transactions.
• Research and investigate questionable transactions for illegal activity.
• Review pre-hire candidates to determine eligibility through criminal background checks and regulatory inquiries.
• Communicated with federal and state regulatory authorities.
• Perform audits of sales offices and their personnel to ensure all standards are being adequately followed.

New York, New York, US

• Advised clients, analyze and build full financial plans predicated on maximizing returns while managing risk.
• Researched current market trends and clients’ tax situation to aid accordingly.
• Met with clients face to face over meetings, further expanding my interpersonal skills.
• Utilized various marketing tactics to increase exposure and gain clientele.
• Demonstrated ability to be self-motivated by finding new clients and working without close supervision.

Columbia, Maryland, US

• Managed a high volume restaurant and its employees through means of efficiency, profitability and motivation.
• Acted as liaison between corporate headquarters and the restaurant.
• Handled conflict daily among guests and employees.
• Managed liquor, beer and wine inventory.
• Performed talent acquisition through screening, selecting, interviewing and training potential candidates for employment.
• Analyzed profit and loss statements and handled projects to maximize revenue and control costs.

Lake Buena Vista, Florida, US

• Performed outstanding in the areas of cast/guest relations, courtesy, teamwork and adaptability.
• Rotated through various roles including Guest Relations, Main Entrance Operations, Ticketing and Attractions.

• Supervised fine dining service at the U.S. Open for all USGA members and their guests.
• Assisted all front of house and various back of house positions in the food and beverage department.

Hotel, Restaurant And Institutional Management, Business

Flex Role