Jonathan Fischer

Strategic Account Executive @Level AI

Durango, CO, US
EMAILS
j••••••••@thelevel.ai
MOBILE NUMBERS
+13•••••••01

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WORK HISTORY

Mar 2025 — Present

Strategic Account Executive @Level AI

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Durango, CO, US

EDUCATION

1997 — 2000

Marquette University

Finance, Finance, Economics, Business Management

1996 — 1997

Purdue University

Studied Environmental Engineering, Environmental Sciences, Business Management

SKILLS

Business Process ImprovementSalesforce.comSales401kSeries 6InsuranceProcess ImprovementEquitiesRelationship ManagementFixed IncomeSecuritiesInvestmentsInvestment ManagementInvestment StrategiesAlternative InvestmentsWorkforce ManagementRetirementStrategic Financial PlanningPortfolio ManagementStrategic PlanningAsset ManagementWealth ManagementManagementFinancial AdvisoryAsset ManagmentFinanceFinancial AnalysisFinancial ModelingRetirement PlanningFinraSeries 63Investment Advisory401(K) Retirement Savings PlansAsset AllocationMutual FundsRisk ManagementStrategyCapital MarketsSeries 7Contact Centers

ABOUT JONATHAN FISCHER

I’m a results-oriented Strategic Account Executive with a passion for helping…

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