Jonathan Barrell Email & Phone Number

Miami, Florida, United States

VP of Solutions Team- a unique AE work group25MM average monthly production

Miami, Florida, United States

Miami/Fort Lauderdale Area

Indianapolis, Indiana Area

In this capacity, I performed a broad range of finance-related tasks and responsibilities, including budget management and approval and recording corporate and individual contributions. I organized and invited state lobbyists for Annual Party Dinner.Related Skills: Finance Operations Management, Budget Management and Approval, Organizational task ManagementFollowing is the highlight of the value I brought to DEMOCRATIC PARTY: STATE PARTY FINANCE:☛ Reorganized the structure of the internship and on-boarding procedures, as well as submitted request package state for higher compensation and interviewed summer candidates.

Indianapolis, Indiana Area

I utilized extensive financial knowledge for advising clients on financial products and strategies, including risk management and asset allocation. I developed financial goals and implemented personalized strategies with clients to achieve customer satisfaction, retention, and growth.Related Skills: Financial Advising, Risk Management, Asset Allocation, Strategic Planning and Implementation, Customer Satisfaction, Customer Acquisition and RetentionFollowing is the highlight of the value I brought to NORTHWESTERN MUTUAL COLLEGE:

- Infantry- Good at carrying heavy sh*t During my service, I was responsible for training, job proficiency, and wellness of 13 marines. I graduated 1st In-Class from Non-Commissioned-Officer School. I planned and executed missions in concert with allied organizations and leadership. Related Skills: Marines Training and Development, Mission Planning and Execution☛ Instrumental in attaching a family counselor with the squad and implemented a standardized route of communication between squad and higher leadership.