We found the following information about Jonathan Walker at Vero Hospitality, where the professional has worked as a Senior Vice President and Chief Information Officer since 2012. Jonathan's total work experience is over 19 years, during which time this person had at least four jobs at different companies to develop skills. Currently, Jonathan Walker lives in Portland, Oregon. You can contact with Jonathan by looking for phone or email address or get full info by requesting access to the professional's further details.
Name variants:
Jon Walker,
Jonny Walker
Last updated May 28, 2024
Contact Information
Last Update
Jul 13, 2022
Email
jo**@smahub.com, jw**@somersetws.com, jo**@smahub.com
Location
Portland, OR
Company
Workplace
Colleagues
Work History
Vice President, Sws
4600 west Kelly Ave, Portland, OR 97239
Mr. Walker was Vice President of Somerset Wealth Strategies, Inc. Jonathan has over 20 years of investment knowledge and more than 15 years of experience as an investment professional. Prior...
Jan 2009 — Sep 2013
President and Chief Executive Officer | Coã Â Â Founder
4000 Kruse Way Pl SUITE 1-230, Lake Oswego, OR 97035
Prior to founding SMA Hub, Mr. Walker developed the wholesale distribution model, for Secondary Market Annuities, at Somerset Wealth Strategies. During his five years at Somerset, he became ...
from Aug 1, 2013
Senior Investment Manager
1300 southwest 5Th Ave SUITE 2100, Portland, OR 97201
During his tenure with Phillips & Company, Mr. Walker developed extensive knowledge about a variety of financial instruments including; Separately Managed Accounts, Treasury Bonds, Municipal...
Oct 1998 — Jan 2009
Occupations
Executive
Chief Executive Officer
Chairperson
Founder
Senior Vice President
Chief Information Officer
Vice President
Financial Broker
Financial Consultant
Manager
Corporate Executive
Chief Executive
Founding Member
Technology Director
Technical Managers
Financial Services Professional
Financial Services Sales Agent
Operations Manager
Skills
Investments
Securities
Mutual Funds
Investment Strategies
Fixed Annuities
Financial Services
Finance
Bonds
Wealth Management
Asset Management
Alternative Investments
Fixed Income
Wealth
Etfs
Financial Advisory
Asset Allocation
Funding
Wealth Management Services
Series 7
401K
Series 63