Jonathan Straub is a qualified professional, working in Charles Schwab main office of which is in 1096. as a Advisory Board Member since 2018. Jonathan has earned professional experience in more than five positions at various companies. Jonathan Straub went to the Suffolk University and got education from 2006 to 2007. Los Angeles, California is the city, where this person was known to be situated. The person's contacts are easily accessed through this website on demand.
Name variants:
Jon Straub,
Jonny Straub
Last updated May 28, 2024
Contact Information
Last Update
Jul 4, 2022
Email
jo**@adviceperiod.com, jo**@convergentwealth.com
Location
Los Angeles, CA
Company
Workplace
Advisory Board Member
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Advisory Board Member
211 Main St, San Francisco, CA 94105
The Schwab Technology, Operations & Service (TOS) Advisory Board assists in the development, enhancement and planning of new and existing Schwab platforms and services to better meet the nee...
from 2018
Advisory Board Member
61 west 23Rd St, New York, NY 10010
Enabling investment advisors to accelerate their business through technology. Distributor of Betterment Institutional.
from 2014
Managing Director
12505 Park Potomac Ave SUITE 400, Potomac, MD 20854
2004 — 2014
Co-Founder and Principal
2121 Avenue Of The Stars SUITE 2400, Los Angeles, CA 90067
Would you like to work with a group of professionals committed to reinventing wealth management and focusing clients on the important decisions necessary to manage wealth Click through to le...
from 2014
Education
Occupations
Executive
Co-Founder
Professor
School Principal
Board Member
Accountant
Finance and Accounting Specialist
Founder
Chief Executive
School Administrator
Educational Manager
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Strategic Leadership
Business Strategy
Technology Transfer
Hedge Funds
Alternative Investments
Wealth Management
Venture Capital
Fintech
Digital Strategy
Equities
Asset Allocation
Asset Management
Financial Analysis
Investment Management
Investments
Financial Services
Management
Mutual Funds
Portfolio Management
Private Equity
Mergers and Acquisitions