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Jonathan Beck

President @Crown Financial Partners

Beverly Hills, CA, US
MOBILE NUMBERS
+15•••••••60

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WORK HISTORY

Apr 2014 — Present

President @Crown Financial Partners

Beverly Hills, CA, US

Crown Financial Partners is a boutique wealth management firm dedicated to providing financial advisory services to high net worth clients and their families. Crown is best known for its integrity, depth of knowledge across multiple disciplines, and highly customized client solutions.*http://thecrownpartners.com**https://osaic.com/disclosures

EDUCATION

1998 — 2002

Ner Israel Rabbinical College

Bachelor's Degree

1998 — 2003

Ner Israel Rabbinical College

BA

1999 — 2003

The Johns Hopkins University

BS

SKILLS

MarketingVenture CapitalPrivate EquityAsset ManagementHedge FundsFinancial AnalysisAnalysisFundraisingStrategic PlanningMergersProgram ManagementFinancial StructuringSalesReal EstatePublic SpeakingBusiness DevelopmentDue DiligenceFixed AnnuitiesEntrepreneurshipCommunity OutreachLife InsuranceWealth ManagementInvestments

ABOUT JONATHAN BECK

President at Crown Financial Partners

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