Jonathan Seif is a high-skilled professional, that works in Fidelity Investments on the position of Account Executive since 2012. Jonathan gained professional experience in more than five positions at various companies. Jonathan Seif went to the City University of New York City College and was studying. Jonathan Seif has the following qualifications: Retirement Plan Fundamentals (Asppa), Finra Series 7, Series 63 & Series 65, and Insurance Agent - Life, Variable Life & Variable Annuities. New York, New York is the city, where this expert was lastly known to be living. The professional's email address and phone number can be easily accessed through this website on demand.
Name variants:
Jon Seif,
Jonny Seif
Last updated May 27, 2024
Contact Information
Last Update
Jun 27, 2022
Email
jo**@fidelity.com, js**@gmail.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Branch Manager
Greater New York City Area
Dec 2011 — Dec 2012
Occupations
Executive
Founder
Sales Specialist
Account Service Manager
Accountant
Finance and Accounting Specialist
Marketer
Branch Manager
Founding Member
Chief Executive
Client Service Officer
Customer Service
Accounting Bookkeeper
Bookkeeper
Field Marketing Specialist
Marketing Manager
Skills
Management
Sales
Financial Services
Business Development
Finance
Consulting
Investments
Customer Relationship Management
Wealth Management
Business Strategy
Start Ups
Portfolio Management
Sales Management
Asset Management
401 Retirement Savings Plans
Retirement Planning
Financial Planning
Salesforce.com
Siebel
Leadership
Team Leadership
Team Motivation
Fintech
L&D
Retirement Benefits
Microsoft Office
Microsoft Excel
Customer Service
Strategic Planning
Strategy
Marketing
Enterprise Software
Product Management
Financial Analysis
Financial Advisory
Microsoft Powerpoint
Negotiation
Equities
Public Speaking
Marketing Strategy
Microsoft Word
Project Management
Banking
Business Planning
Trading
Mutual Funds
Training
Entrepreneurship
Asana
Budgeting