Jonathan Williams
New York, New York, United States
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Jonathan Williams is a highly experienced professional with 17.6 years of work experience in the financial industry. He has a strong skill set in various areas such as series 7, series 66, series 31, strategic planning, marketing strategy, sales, alternative investments, and more. Based in the United States, Jonathan has held positions at reputable companies like Nigel Williams Rare Books, UBS, Morgan Stanley, and Morgan Stanley. He has a proven track record in wealth management, investment advisory, and portfolio management. With his expertise, Jonathan has contributed significantly to the success of these organizations.
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Emails and Phone Numbers

@gmail.com
@gmail.com
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Work Experience

22-25 CECIL CT London, gb

Book and Periodical Publishing

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Jonathan Williams's Professional Milestones

  • Wealth Management Analyst (2006-04-01~2006-10-01): Developing comprehensive strategies to secure the highest yield and minimize risks for the company.
  • President (2011-06-01~): Expanding market reach through strategic partnerships and sustainable growth.
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