Jonathan Brummel
VP, Financial Advisor \"I exist to encourage & inspire the lives of others through living the Art of Generosity.\"
- Role
- VP - Financial Advisor at Regions Bank
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Jonathan Brummel
My why in life.I exist to encourage and inspire the lives of others through the Art of…
Experience
VP - Financial Advisor
Sep 2023 — Present
Helping individuals clarify and achieve their goals in life through Financial Planning and Investment Management.
Education
Liberty University
Finance
2004 — 2008
Skills
- Investments
- Strategic Financial Planning
- Forecasting
- Communication Skills
- Financial Analysis
- Client Relations Skills
- Financial Modeling
- Financial Advisory
- Account Management
- Portfolio Management
- Real Estate
- Retirement Planning
- Series 63
- Outlook
- Business Development
- Management
- Investment Planning
- High Net Worth Individuals
- Problem Solving
- Financial Planning
- Alternative Investments
- Series 7
- Customer Service
- Securities
- Asset Managment
- New Business Development
- Sales
- Teamwork
- Strategic Investment Planning
- Asset Management
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