For over five years Jonathan Schwalbach has been working in different jobs. Recently, this professional worked as a Case Analyst in Forge Consulting widening experience. This expert graduated from Penn State University in 2019 where the professional got all the required skills. This expert has all necessary knowledge and skills for his job, that's proven by the following certifications in Series 6 License and Underwriting Life & Health Insurance. You can find Jonathan in Midland, Texas, where he is located nowadays. SoftwareOfficial has all the data you need to be in touch with Jonathan Schwalbach, such as this person's number or email address. Send us the request to get more data.
Name variants:
Jon Schwalbach,
Jonny Schwalbach
Last updated May 27, 2024
Contact Information
Workplace
Case Analyst
Hartwell, GA
Industry
Financial Services, Settlement Planning, Structured Settlement Planning, Financial Consulting, Management Consulting Services, Business Consulting Services, Other Management Consulting Svcs
Colleagues
Work History
President
Organized club meetings to educate members about personal finance
Oversaw each committee regarding different aspects of personal financial planning
Answered questions regarding stocks, pe...
Aug 2018 — Aug 2019
Financial Representative Intern
720 east Wisconsin Ave, Milwaukee, WI 53202
Obtained License in Life, Accident, Disability, and Long-Term Care Broaden professional network during client interactions and investment planning Met with clients to discuss their financial...
Nov 2017 — Nov 2018
Equity Analyst
Responsible for researching and analyzing potential investments for the club
Educated club members on financial information and provided insight based on investment research
Provided one-...
Aug 2017 — Aug 2018
Education
2017 — 2019
2015 — 2017
Occupations
Analyst
Accountant
Finance and Accounting Specialist
Executive
Chairperson
Analysts
Accounting Bookkeeper
Bookkeeper
Chief Executive
Skills
Microsoft Office
Microsoft Excel
Management
Leadership
Microsoft Powerpoint
Microsoft Word
FAQs about Jonathan Schwalbach
What is the profession of Jonathan Schwalbach?
This professional's job is Case Analyst
What jobs is Jonathan a professional at?
The expert is a professional such jobs as Analyst.
Where does Jonathan Schwalbach live?
Jonathan lives in Midland, Texas.
Where did Jonathan Schwalbach work?
The professional worked at Forge Consulting, Personal Portfolio Management Club.
Where has Jonathan Schwalbach studied?
Jonathan studied at the Penn State University from 2017 to 2019.
What are the certifications of Jonathan Schwalbach?
This professional received the following certifications: Series 6 License and Underwriting Life & Health Insurance.
Are there any industries, that Jonathan Schwalbach works in?
This professional works in Financial Services industry.
What are the skills of Jonathan Schwalbach?
Jonathan has the following skills: Microsoft Office, Microsoft Excel, Management, Leadership, Microsoft Powerpoint, and Microsoft Word.