Jonathan Cooley
National Account Manager at Franklin Templeton
- Role
- National Account Manager at Franklin Templeton
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jonathan Cooley
I have worked in the financial services industry for nearly thirty years. During this…
Experience
National Account Manager
Jan 2024 — Present
Education
Tufts University
BA
1990 — 1994
Skills
- Finra
- Fixed Annuities
- Accounting
- New Business Development
- Financial Analysis
- Series 65
- Financial Advisory
- Strategic Financial Planning
- Capital Markets
- Bloomberg
- Investment Management
- Insurance
- Series 24
- Management
- Finance
- Etfs
- Salesforce.com
- Separately Managed Accounts
- Financial Modeling
- Fixed Income
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