Jonathan Freeman Email and Phone Number
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Jonathan Freeman phone numbers
Having a profound background as a Business Development Executive, my journey reflects visionary leadership, strategic implementation, and the incorporation of enterprise strategies and systems to diverse, high-growth companies, laying the foundation for scalable, efficient, and high-impact execution across various sectors, including financial services, technology, healthcare, and professional services.My multi-faceted experience includes pivotal roles in corporate M&A transactions and brand restructuring to enhance brand value, spanning startups to enterprises. My diverse expertise coalesces to cultivate a thriving space for teams, financial advisors, and executive leadership. I am devoted to actualizing visions and uplifting teams to unprecedented levels in their careers, contributing to a firm's status as a symbol of excellence in financial advisory.Strengths:• Strategy• Marketing• Finance• Continuous & Process Improvement• Deals & Negotiations• Software/SaaS/Salesforce• Enterprise Markets• Business Intelligence• General Management
Presidio Capital Management
View- Website:
- presidiocm.com
- Employees:
- 12
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Chief Operating OfficerPresidio Capital ManagementCalifornia, United States
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Chief Operating OfficerSocha Capital Jun 2024 - PresentAustin, Texas, UsChief Operating Officer for Socha Capital - a virtual RIA supporting entrepreneurs, business owners, and successful executives in their financial planning, wealth management, and goal achievement. -
Chief Operating Officer | Chief Compliance Officer | Chief Financial OfficerCentura Wealth Advisory Jul 2018 - Apr 2024San Diego, California, UsCentura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/. -
PresidentRelationedge Sep 2016 - Jan 2018San Diego, Ca, UsCorporate President responsible for delivery of Salesforce implementation projects across 8 regions, 125 professionals and 300+ simultaneous projects. Managed Engineering, Architecture, Project Management, Recruiting, Operations, Marketing functions. Grew implementation revenue 80% in 12 months, and turned around project execution through a continuous improvement program focusing on KPIs and project execution metrics. Re-tooled delivery teams and processes to achieve highest profitability in the company's 5 year history. Oversaw Partner programs and helped RelationEdge become a Gold Partner within 5 months. -
Executive Managing DirectorCushman & Wakefield Sep 2015 - May 2016Chicago, Il, UsOversaw operations, facilities, and select service lines (property management, project management, brokerage). Completed Corporate office renovation of 25KSF regional HQ location with collaborative/open office design supporting the culture and brand standards of the company. Led local efforts of M&A/Integration activities. -
Director, Finance CommitteeI Love A Clean San Diego Aug 2010 - Jan 2016San Diego, California, UsExternal Board Member of I Love A Clean San Diego- a non profit focused on environmental education and conservation of resources. -
Coo/Cfo (Executive Managing Director)Cassidy Turley Feb 2010 - Sep 2015Regional COO/CFO overseeing brokerage operations, and launching new service lines including Property Management, Project Management/Construction Management. Acting CEO for six month period. Drove Continuious Improvement initatives to achieve record profitability. Expanded operations into Orange County and assisted in Sales Management and Recruiting of CRE Brokers. Sold local partnership to national CRE platform and divested minority equity interests in two companies. -
Coo/CfoGrubb & Ellis | Bre Commercial Sep 2009 - Mar 2010COO/CFO for Regional Commercial Brokerage Company, overseeing all functional operations including Research, Finance, Marketing, IT, HR. Established local partnership as a founding firm in Cassidy Turley, the fastest growing private CRE firm in the US during 2010-2015. Launched local branding campaigns for Cassidy Turley, what became a Top 10 most respected CRE firm based on WSJ brand survey.
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Executive Sales ManagerDrivecam Jan 2007 - Jan 2009San Diego, Ca, UsExecutive Sales Manager to enterprise companies operating fleet vehicles of 500 or more. Selling technology & services solution to C-suite executives built upon compelling ROI, cost savings and improved safety. DriveCam improves the bottom line by improving driver behavior. -
Board MemberCreative Healthcare (Chc) Nov 2006 - Jan 2009Leaders in Healthcare Quality and Performance Improvement Services.
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Sales ExecutiveMeetingsense 2009 - 2009
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Coo/Cfo/Business DevelopmentPatientline Systems Jan 2006 - Jan 2007GbExecutive for Healthcare IT start-up selling solution (Hardware/Software) into Hospitals:- COO responsible for engineering, marketing, business development, operations, and HR functions- CFO for North American Operation responsible for all finance, accounting, legal, tax -
Dir Mktg/Dir Eng/ControllerIntel Corporation Jun 1997 - Jan 2006Santa Clara, California, Us-Strategy, marketing and product definition for wireless networking software and hardware-Ecosystem development to complement product line and deliver complete solutions-Enterprise software products focusing on managability and security for Fortune 500 IT and PC OEMs. -
Project ManagerMichael Brandman Associates 1992 - 1995Managed consulting projects for public and private clients for compliance of state and federal environmental assessments. Responsible for new business, project delivery, sub-consultant management, and resource/project delivery.
Jonathan Freeman Skills
Jonathan Freeman Education Details
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Ucla Anderson School Of ManagementEntrepreneurial Studies -
Uc Santa BarbaraEnvironmental Studies
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Palisades High School
Frequently Asked Questions about Jonathan Freeman
What company does Jonathan Freeman work for?
Jonathan Freeman works for Presidio Capital Management
What is Jonathan Freeman's role at the current company?
Jonathan Freeman's current role is Chief Operating Officer.
What is Jonathan Freeman's email address?
Jonathan Freeman's email address is jo****@****ail.com
What is Jonathan Freeman's direct phone number?
Jonathan Freeman's direct phone number is +185870*****
What schools did Jonathan Freeman attend?
Jonathan Freeman attended Ucla Anderson School Of Management, Uc Santa Barbara, Palisades High School.
What are some of Jonathan Freeman's interests?
Jonathan Freeman has interest in Collecting Antiques, Technology, Home Improvement, Scuba Diving, Reading, Shooting, Gourmet Cooking, Sports, The Arts, Golf.
What skills is Jonathan Freeman known for?
Jonathan Freeman has skills like Strategy, Start Ups, Management, Leadership, Marketing, Executive Management, Sales Management, Strategic Planning, Commercial Real Estate, Enterprise Software, Operations Management, Project Management.
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