Jonathan Rosner is a high-skilled expert, who works in Goldman Sachs Personal Financial Management as a Wealth Manager from 2020. This person has earned professional experience in more than six positions at various companies. Jonathan Rosner went to the Emory University and got education there from 2004 to 2008. Washington, DC is the area, where this person was lastly known to be settled. The person's e-mail and phone can be easily accessed through SoftwareOfficial by request.
Name variants:
Jon Rosner,
Jonny Rosner
Last updated May 27, 2024
Contact Information
Last Update
Jul 11, 2022
Email
jo**@convergentwealth.com, jo**@bus.emory.edu
Location
Washington, DC
Company
Goldman Sachs Personal Financial Management
Workplace
Wealth Manager
Work History
Vice President
521 5Th Ave, New York, NY 10175
In October 2019, Bronfman Rothschild rebranded as Wealthspire Advisors.
from Oct 2019
Wealth Advisor
Rockville, MD
For generations the Bronfman and E.L. Rothschild families have earned a reputation for success, integrity and character. Their unwavering commitment to long-term value and growth has proven ...
Aug 2016 — Oct 2019
Investment Management Analyst
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
Jan 2014 — Jul 2016
Assistant Vice President - Private Wealth Management
Assisting the Chief Investment Strategist and other senior strategists in the development of quantitative and qualitative research to build the "House View" for Deutsche Bank.
Nov 2010 — Dec 2013
Investment Analyst
400 Galleria Pkwy SUITE 1800, Atlanta, GA 30339
Provided investment manager research and due diligence across all asset classes for the full service institutional investment consulting practice. Responsibilities also included capital mark...
Jun 2008 — Aug 2010
Education
2004 — 2008
2004 — 2008
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Vice President
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Investments
Investment Management
Capital Markets
Equities
Asset Allocation
Due Diligence
Analysis
Financial Modeling
Asset Management
Strategic Financial Planning
Wealth Management Services
Fixed Income
Valuation
Alternative Investments
Hedge Funds
Portfolio Management
Morningstar
Institutional Investments
FAQs about Jonathan Rosner
What's the main profession of Jonathan Rosner?
Jonathan is a Wealth Manager.
What jobs is Jonathan Rosner a professional at?
Jonathan is a professional such jobs as Executive and Manager.
Where does Jonathan Rosner currently live?
Jonathan Rosner currently lives in Washington, DC.
What is Jonathan's email?
The expert's email is jo**@convergentwealth.com and jo**@bus.emory.edu.
Where did Jonathan Rosner work?
Jonathan worked at Goldman Sachs Personal Financial Management, Wealthspire Advisors.
Where has Jonathan Rosner studied?
Jonathan studied at the Emory University from 2004 to 2008.
Are there any industries Jonathan Rosner is connected to?
Jonathan Rosner works in Financial Services industry.
Are there any skills Jonathan Rosner has?
Jonathan has skills in the following areas: Investments, Investment Management, Capital Markets, Equities, Asset Allocation, Due Diligence, Analysis, Financial Modeling, and Asset Management.