Jonathan Beck is a high-level expert, who works in Crown Financial Partners on the position of President since 2014. Jonathan gained professional experience in more than four positions at different companies. Jonathan Beck went to the The Johns Hopkins University and received education there from 1999 to 2003. Beverly Hills, California is the area, where this person was known to live. This expert's phone number and email are easily accessed through this website by request.
Name variants:
Jon Beck,
Jonny Beck
Last updated May 28, 2024
Contact Information
Last Update
Jun 25, 2022
Email
jb**@cpwcapital.com
Location
Beverly Hills, CA
Company
Crown Financial Partners
Workplace
President
Work History
President
Crown Financial Partners is a boutique wealth management firm dedicated to providing financial advisory services to high net worth clients and their families. Crown is best known for its int...
from Apr 2014
Associate
1000 north West St SUITE 1200, Wilmington, DE 19801
Crown Global is a company dedicated to providing tax efficient strategies to the Hedge Fund Community. I helped hedge fund investors structure the strategy and monitor returns.
Jan 2011 — Dec 2012
Business Development
CPW Capital facilitates affluent individuals and families in structuring their investments for tax purposes. We utilize private placement life insurance and annuities to help our clients pre...
Jun 2008 — Jan 2012
Educator
Helped found the Providence Community Kollel, a Jewish outreach organization whose goal was to provide stimulating Jewish programs for men and women of all ages in the Rhode Island area. Inv...
Oct 2004 — May 2008
Education
1999 — 2003
1998 — 2002
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Supporting Member
Chief Executive
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Public Speaking
Fixed Annuities
Mergers
Sales
Business Development
Investments
Fundraising
Strategic Planning
Wealth Management
Life Insurance
Entrepreneurship
Real Estate
Marketing
Asset Management
Program Management
Community Outreach
Financial Analysis
Private Equity
Due Diligence
Venture Capital
Analysis
Hedge Funds
Financial Structuring
FAQs about Jonathan Beck
What's the profession of Jonathan Beck?
This professional's job is President
What are the profession of Jonathan?
These person's professions are Executive and Chairperson
Where is Jonathan Beck located?
The expert is currently located in Beverly Hills, California.
Does the expert have the email address?
jb**@cpwcapital.com is Jonathan's email address.
Where did Jonathan Beck work?
The professional worked at Crown Financial Partners, Crown Global Insurance Group Llc.
Where has Jonathan Beck studied?
Jonathan studied at the Johns Hopkins University from 1999 to 2003.
Are there any professional industries, that Jonathan Beck is connected to?
Jonathan Beck works in Financial Services industry.
Are there any special skills, that Jonathan Beck has?
Jonathan Beck has skills in the following areas: Public Speaking, Fixed Annuities, Mergers, Sales, Business Development, Investments, Fundraising, Strategic Planning, Wealth Management, and Life Insurance.