Jon Wright Email & Phone Number

Passionate advisor of investment strategy with 8+ years experience across multiple verticals including private wealth management, alternative investment management (real estate, private debt, renewable energy), and private equity / startup capital. I help individuals make financially-sound investment decisions.Some examples of my work include: -Presented 1031 exchange & private REIT strategies to RIA firms, CPA firms, Estate Lawyers, Real Estate brokers, and their clients generating over $50M of equity -Developed a DCF model for startup to justify $20 million Series Seed fundraise -Developed a client-first strategy focused on supporting client needs through proprietary FinTech and cross-functional access that led to 110% increase of monthly sales and $17M investments annually  -Managed operations for portfolio trades and alternative investments -Led 401(k) onboarding for client businesses, conducting financial planning seminars to enhance employee participation and financial literacy on retirement planning☛ Key Skills ☚ ✦ Client Relationship Management✦ Financial Planning & Advisory✦ Investment Strategy✦ Sales & Business Development✦ Financial Analysis✦ Communication & PresentationI get excited about opportunities where I can leverage financial information to help guide strategic decisions.I love connecting with new people, give me a shout at justjonwright@gmail.com or here on LinkedIn!

Listed skills include Fintech, Leadership, Microsoft Excel, Microsoft Powerpoint, and 5 others.