Jonathan R Harding

Wealth Manager

Jonathan R Harding is a high-level expert, working in Heritage Financial Services main office of which is in 498. as a Wealth Manager from 2019. This person gained professional experience in more than eight positions at different companies. Jonathan R Harding went to the Boston University and was studying from 2015 to 2016. This person has professional qualifications: Cfp® and Chfc®. Woburn, Massachusetts is the area, where this expert was lastly known to be settled. Jonathan's phone and email can be accessed through this website on demand.
Name variants:
Jon Harding, Jonny Harding
Last updated May 28, 2024

Contact Information

Last Update
Jul 14, 2022
Email
jo**@gmail.com, jo**@yahoo.com
Location
Woburn, MA
Company
Heritage Financial Services, Llc

Workplace

Work History

Wealth Manager

100 Lowder Brook Dr SUITE 1000, Westwood, MA 02090
from Jul 2019

Principal Financial Reporting Analyst

Waltham, MA
Mar 2016 — Nov 2016

Wealth Advisor

1010 south 120Th St SUITE 200, Omaha, NE 68154
Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to a...
from Nov 2016

Principal Policies and Procedures Analyst

Waltham, MA
Jan 2015 — Mar 2016

Senior Financial Analyst

Waltham, MA
Feb 2013 — Dec 2014

Financial Analyst

1000 Park Dr, Lawrence, PA
Feb 2012 — Feb 2013

Finance and Business Analyst

Waltham, MA
Jun 2011 — Jan 2012

Financial Analyst

Waltham, MA
Jun 2009 — Jun 2011

Education

2015 — 2016
2012 — 2014
2005 — 2009

Occupations

Executive
Manager
Accountant
Finance and Accounting Specialist
Professor
School Principal
Analyst
Operations Manager
Accounting Bookkeeper
Bookkeeper
School Administrator
Educational Manager
Analysts

Skills

Financial Analysis
Financial Modeling
Analysis
Microsoft Excel
Powerpoint
Process Improvement
Earned Value Management
Financial Reporting
Microsoft Office
Sap
Program Management
Forecasting
Strategic Financial Planning
Variance Analysis
Sarbanes Oxley Act
Excel
Management

FAQs about Jonathan R Harding

What is the main profession of Jonathan R Harding?

Jonathan is a Wealth Manager.

What are the main profession of Jonathan R Harding?

These person's professions are Executive and Manager

Where does Jonathan R Harding live?

Woburn, Massachusetts is the place where Jonathan R Harding currently lives

Does the expert have the email address?

jo**@gmail.com and jo**@yahoo.com is The professional's email address.

Where did Jonathan R Harding work?

Jonathan R Harding worked at Heritage Financial Services, Llc, Raytheon.

Where has Jonathan R Harding studied?

Jonathan studied at the Boston University from 2015 to 2016.

What are the certifications of Jonathan R Harding?

This expert received the following certifications: Cfp® and Chfc®.

What is professional industry that Jonathan R Harding worked in?

This professional works in Financial Services industry.
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