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Jonnathan De Jesus, Cfa Email & Phone Number

SVP, Head of Operations at Members Trust Company
Location: Greater Tampa Bay Area, United States, United States 7 work roles 1 school
1 work email found @memberstrust.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

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Current company
Members Trust Company
Role
SVP, Head of Operations
Location
Greater Tampa Bay Area, United States, United States
Company size
61 employees

Who is Jonnathan De Jesus, Cfa? Overview

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Quick answer

Jonnathan De Jesus, Cfa is listed as SVP, Head of Operations at Members Trust Company, a company with 61 employees, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at memberstrust.com and a matched LinkedIn profile for Jonnathan De Jesus, Cfa.

Jonnathan De Jesus, Cfa previously worked as VP, Head of Portfolio Management at Members Trust Company and VP, Senior Portfolio Manager and Performance Officer at Members Trust Company. Jonnathan De Jesus, Cfa holds Bachelor Of Science (B.S.), Finance from University Of South Florida.

Company email context

Email format at Members Trust Company

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*@memberstrust.com
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AeroLeads found 1 current-domain work email signal for Jonnathan De Jesus, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Jonnathan De Jesus, Cfa

De Jesus is interested in investment analysis and decision making

Listed skills include Public Speaking, Microsoft Excel, Data Analysis, Research, and 6 others.

Current workplace

Jonnathan De Jesus, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Members Trust Company
Members Trust Company
SVP, Head of Operations
Florida, United States
Website
memberstrust.com
Employees
61
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Company profile
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7 roles

Jonnathan De Jesus, Cfa work experience

A career timeline built from the work history available for this profile.

Vp, Head Of Portfolio Management

Current
Members Trust Company

Tampa, Florida, United States

  • Retained/inherited oversight of responsibilities as VP, Senior Portfolio Manager and Performance Officer
  • Responsible for mentoring and developing members of the Portfolio Management Team
Dec 2022 - Present

Vp, Senior Portfolio Manager And Performance Officer

Members Trust Company

Tampa, Florida, United States

  • Primary portfolio manager of MTC's digital platforms. Includes Envestnet, LPL Manager Select, MTC Robo
  • Retained/inherited oversight of responsibilities as VP, Senior Portfolio Manager
Dec 2021 - Dec 2022

Vp, Senior Portfolio Manager

Members Trust Company

Tampa, Florida, United States

  • Retained/inherited oversight of responsibilities as Investment Analyst
  • Primary portfolio manager responsible for managing assets on third party platforms
  • Designed integration of business intelligence (BI), customer relationship management (CRM), and document repository platforms
  • Responsible for managing Business/Data Analyst
Feb 2020 - Dec 2021

Investment Analyst

Members Trust Company

Tampa, Florida, United States

  • Responsible for claim of GIPS® compliance
  • Platform trading placement/monitoring/analysis
  • Analyze prospective client statements
  • Monitored tax loss harvesting opportunities
  • Account cash on hand monitoring/adjustments
  • Market data acquisition/preparation/analysis
Dec 2014 - Jan 2020

Equity Analyst

University Of South Florida Student Managed Investment Fund

Tampa

  • Work in small groups of three to four analysts
  • Analyze individual stocks using discounted cash flow valuation
  • Address differences between intrinsic value and market price
  • Document valuation findings in a written report
  • Present finding to a panel voting and non-voting committee members
  • Monitor portfolio securities across various industries/sectors
Aug 2014 - Apr 2015

Actuarial Intern

Transamerica

Tampa/St. Petersburg, Florida Area

  • Model Validation Team
  • Organize and analyze data for twelve different life insurance products
  • Document discrepancies between LifePro Administrative and MoSes data
Feb 2014 - May 2014
Team & coworkers

Colleagues at Members Trust Company

Other employees you can reach at memberstrust.com. View company contacts for 61 employees →

SG Sharon Giuffre, Cfa, Cap Sharon Giuffre, Cfa, Cap Colleague at Members Trust CompanyHouston, Texas, United States, United States View → KO Katherine O’Steen Katherine O’Steen Colleague at Members Trust CompanyRiverview, Florida, United States, United States View → LJ Leland Johnson Leland Johnson Colleague at Members Trust CompanySeffner, Florida, United States, United States View → BB Brooke Bowen, Mba Brooke Bowen, Mba Colleague at Members Trust CompanyChicago, Illinois, United States, United States View → KH Kristin Hosack Kristin Hosack Colleague at Members Trust CompanyTampa, Florida, United States, United States View → AS Autumn Strunk Autumn Strunk Colleague at Members Trust CompanyTampa, Florida, United States, United States View → MT Matthew Thompson Matthew Thompson Colleague at Members Trust CompanyRiverview, Florida, United States, United States View → DB Diana B. Diana B. Colleague at Members Trust CompanyPlant City, Florida, United States, United States View → KB Katherine Braddock Katherine Braddock Colleague at Members Trust CompanyDenver, Colorado, United States, United States View → JE Jessica E. Johnson Jessica E. Johnson Colleague at Members Trust CompanyGreater Kalamazoo Area, United States View →
1 education record

Jonnathan De Jesus, Cfa education

FAQ

Frequently asked questions about Jonnathan De Jesus, Cfa

Quick answers generated from the profile data available on this page.

What company does Jonnathan De Jesus, Cfa work for?

Jonnathan De Jesus, Cfa works for Members Trust Company.

What is Jonnathan De Jesus, Cfa's role at Members Trust Company?

Jonnathan De Jesus, Cfa is listed as SVP, Head of Operations at Members Trust Company.

What is Jonnathan De Jesus, Cfa's email address?

AeroLeads has found 1 work email signal at @memberstrust.com for Jonnathan De Jesus, Cfa at Members Trust Company.

Where is Jonnathan De Jesus, Cfa based?

Jonnathan De Jesus, Cfa is based in Greater Tampa Bay Area, United States, United States while working with Members Trust Company.

What companies has Jonnathan De Jesus, Cfa worked for?

Jonnathan De Jesus, Cfa has worked for Members Trust Company, University Of South Florida Student Managed Investment Fund, and Transamerica.

Who are Jonnathan De Jesus, Cfa's colleagues at Members Trust Company?

Jonnathan De Jesus, Cfa's colleagues at Members Trust Company include Sharon Giuffre, Cfa, Cap, Katherine O’Steen, Leland Johnson, Brooke Bowen, Mba, and Kristin Hosack.

How can I contact Jonnathan De Jesus, Cfa?

You can use AeroLeads to view verified contact signals for Jonnathan De Jesus, Cfa at Members Trust Company, including work email, phone, and LinkedIn data when available.

What schools did Jonnathan De Jesus, Cfa attend?

Jonnathan De Jesus, Cfa holds Bachelor Of Science (B.S.), Finance from University Of South Florida.

What skills is Jonnathan De Jesus, Cfa known for?

Jonnathan De Jesus, Cfa is listed with skills including Public Speaking, Microsoft Excel, Data Analysis, Research, Teamwork, Leadership, Entrepreneurship, and Financial Modeling.

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