Jonathan Connolly
Corporate Trust Executive with a passion for providing solutions to clients, prospects and partners.
- Role
- Managing Director, Head of Trust at Wealthspire
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jonathan Connolly
Trust & Estates financial industry executive encompassing a distinguished track record of sustained success over 25+ years of progressive experience founded on authentic engagement, executing initiatives that achieve profitable results. Highly successful in leading national sales organizations, trust administration and middle office teams with an aligned focus and commitment to deliver premier service. My areas of leadership excellence reside primarily in trust & estate execution, business succession planning, Financial Advisor consulting and business development training, Family Advisory and Family Office consulting, Next Gen planning, Institutional Trust buildout and deployment, and middle office operation enhancements. Additional expertise includes: 1) High-performing team and talent - sourcing, building, motivating and empowering 2)Relationship/Strategic Alliances - cultivating, enhancing, leveraging & retaining 3)Business Intelligence/Turnaround & Transformation 4)Cost-Management/Reduction 5)Cross-Division Leadership Collaboration 6)Go-to-Market Strategy 7)Performance Measurements - Design and Execution
Experience
Managing Director, Head of Trust
Oct 2022 — Present · New York, NY, US
Education
Main Line Paralegal Institute
Paralegal, Banking, Corporate, Finance, and Securities Law
1998 — 1999
Rowan University
BA, History, Pre-Law
1995 — 1998
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