Jason Joanis

Director, Senior Portfolio Manager

We found the following information about Jason Joanis at Cfa Society Madison, where this expert has worked as a President since 2019. Jason's total work experience is over 13 years, during which time the professional had at least seven jobs at different companies to develop skills. Jason studied at the St. Norbert College. Jason Joanis currently is located in Madison, Wisconsin. You can contact with Jason by looking for phone number or email or get further information by requesting access to this person's additional details.
Name variants:
Jayson Joanis, Jay Joanis
Last updated May 16, 2024

Contact Information

Last Update
Jul 4, 2022
Location
Madison, WI

Workplace

CFA Society Madison
President

Industry

Nonprofit Organization Management

Work History

President

Denver, CO
from 2019

Senior Portfolio Manager

2010 — 2012

Director, Senior Portfolio Manager

Chicago, IL
from 2012

Portfolio Manager and Operations Manager

2009 — 2010

Investment Manager

2007 — 2008

Portfolio Manager

1999 — 2007

Relationship Manager

1998 — 1999

Occupations

Executive
Director
Financial Broker
Portfolio Manager
Chairperson
Accountant
Finance and Accounting Specialist
Operations Manager
Investment Analyst
Financial Analyst
Chief Executive
Accounting Bookkeeper
Bookkeeper

Skills

Asset Management
Asset Allocation
Portfolio Management
Investments
Financial Analysis
Wealth Management
Leadership
Strategic Planning
Mutual Funds
Finance

FAQs about Jason Joanis

What's the main profession of Jason Joanis?

Jason Joanis is a Director, Senior Portfolio Manager.

What are the main profession of Jason Joanis?

These person's professions are Executive and Director

Where is Jason Joanis located?

The expert is located in Madison, Wisconsin.

Where did Jason Joanis work?

This expert worked at Cfa Society Madison, M&I Wealth Management.

Where has Jason Joanis studied?

Jason studied at the St. Norbert College.

Are there any industries Jason Joanis is connected to?

This professional works in Financial Services industry.

Are there any professional skills Jason Joanis has?

Jason Joanis has the following skills: Asset Management, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Wealth Management, Leadership, Strategic Planning, and Mutual Funds.
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