Jonathan (Jon) Wesson Email and Phone Number
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Jonathan (Jon) Wesson is a Vice President, Portfolio Manager at Bank of America Private Bank. He possess expertise in portfolio management, investments, wealth management, mutual funds, investment management and 6 more skills.
Bank Of America Private Bank
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Vice President, Portfolio ManagerBank Of America Private BankStonington, Ct, Us
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Vice President, Portfolio ManagerBank Of America Private Bank Oct 2021 - PresentProvidence, Rhode Island, United States -
Vice President, Institutional Portfolio StrategistUs Trust Mar 2009 - Mar 2018Providence, Rhode Island AreaManaged investment portfolios for Philanthropic Management and Retirement Services clients. Types of portfolios included investment management, charitable trusts, private foundations, defined benefit plans, and profit-sharing plans. Partnered with Relationship Managers to meet client needs and expectations and deepen relationships. Worked with sales teams to respond to RFPs and present investment capabilities and processes to prospective clients. Member of investment team managing the investment strategies for the Bank of America Charitable Gift Fund. -
Portfolio ManagerU.S. Trust Jun 2000 - Mar 2009Hartford, Connecticut Area And Providence, Rhode Island AreaManaged investment portfolios for Private Bank and Philanthropic Services clients within US Trust, Bank of America Private Wealth Management and legacy organizations. Joined Fleet Private Clients Group in June 2000.
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Investment OfficerFirst Union National Bank Dec 1996 - Jun 2000Managed personal trust, investment management, and personal retirement portfolios. -
Financial Sales RepresentativeFirst Union National Bank May 1995 - Dec 1996Washington D.C. Metro AreaSold retail bank and investment services products in financial centers.
Jonathan (Jon) Wesson Skills
Jonathan (Jon) Wesson Education Details
Frequently Asked Questions about Jonathan (Jon) Wesson
What company does Jonathan (Jon) Wesson work for?
Jonathan (Jon) Wesson works for Bank Of America Private Bank
What is Jonathan (Jon) Wesson's role at the current company?
Jonathan (Jon) Wesson's current role is Vice President, Portfolio Manager.
What is Jonathan (Jon) Wesson's email address?
Jonathan (Jon) Wesson's email address is jw****@****ast.net
What schools did Jonathan (Jon) Wesson attend?
Jonathan (Jon) Wesson attended Hampden-Sydney College, The Lawrenceville School.
What are some of Jonathan (Jon) Wesson's interests?
Jonathan (Jon) Wesson has interest in Boating, Kids, Cooking, Gardening, Outdoors, Electronics, Home Improvement, Sports, Home Decoration.
What skills is Jonathan (Jon) Wesson known for?
Jonathan (Jon) Wesson has skills like Portfolio Management, Investments, Wealth Management, Mutual Funds, Investment Management, Retirement, Philanthropy, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management Services.
Who are Jonathan (Jon) Wesson's colleagues?
Jonathan (Jon) Wesson's colleagues are Aviraj Singh, Dekeda Johnson, Bharath Reddy Narala, Aarti Gyawali, علی محمد زهرایی, Allison Miller, Tom Williams.
Not the Jonathan (Jon) Wesson you were looking for?
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Jonathan Wesson
Metro Jacksonville -
Jon Wesson
Reno, Nv2naturesbakery.com, naturesbakery.com2 +177588XXXXX
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