Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Jonathan
Work Experience
2022
Senior Associate, Sales Development
2023
Associate, Lending & Trading
2022 - 2023
Associate, Lending
2022 - 2022
2021 - 2022
Data Analyst
2021 - 2022
2019 - 2019
Economic and Research Analyst
2019 - 2019
The James Madison Institute is a free-market think tank headquartered in Tallahassee, Florida and is a member of the State Policy Network. In this role, I gathered economic and statistical data from varying States in order to develop bi-weekly analysis reports highlighting macroeconomic trends and potential restraints of existing monetary policies. As a project leader, I condensed database research and analyzed policy parameters to explain the difference between targeted market structures of various countries in Asia, Latin America, and Europe.
2016 - 2019
FSU Sales Representative
2016 - 2019
Lifestylez Productions represents a variety of ski and snowboarding tours to college and alumni groups at discounted packages focused in North America and Switzerland. Retained as a sales representative for three years, selling a yearly collegiate ski-trip experience. Secured over $40,000 in total sales. Maintained a client retention rate of 92%, credited to my initiative in organizing my customer group’s travel plans, living accommodations, and general itinerary each year. Enhanced my fluency with targeted Google Ads and Facebook Marketing to educate sales team, averaging yearly sales of 17%.
2018 - 2018
Finance Associate
2018 - 2018
Associate for a wealth management team that managed a client investment portfolio of $200M. Responsibilities included assisting in new client acquisition, market research of retirement investment trends, and ongoing client management. Developed market projects that increased prospective client engagement by 22%. Gained proficiency in 401(k) rollovers, Annuities, IRA accounts, and 529 plans.