Jonathan Hall
Chief Executive Officer & President, Director at Warburton Capital Management
- Role
- Chief Executive Officer & President, Director at Warburton Capital Management
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Experience
Chief Executive Officer & President, Director
Apr 2025 — Present · Tulsa, OK, US
At Warburton Capital Management, Our Purpose is Serving Your Purpose.In January 2022, I was named President of Warburton Capital by the Board of Directors.As President of the firm, I am in charge of day-to-day operations of the firm. I manage our advisory and operations teams and lead our effort to attract and retain talent. I serve on the firm\'s Board of Directors and work with our Founding Principal and the Board on strategic decisions regarding the direction of the firm such as mergers & acquisitions, new lines of business, and business development. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I work with my clients to help them define and achieve their short and long-term goals. This part of my job requires me to be an expert on financial planning and investing - and to have the ability to explain complex concepts to clients.
Education
Oral Roberts University
Master of Business Administration (MBA)
2011 — 2013
Oral Roberts University
Bachelor of Arts (B.A.)
2006 — 2011
Saint Joseph's University
Master of Science in Financial Services (MSFS)
2014 — 2016
Skills
- Leadership Development
- Community Outreach
- Leadership
- Research
- Public Speaking
- Fundraising
- Advertising
- Microsoft Excel
- Strategic Planning
- Marketing Strategy
- Social Media
- Nonprofits
- Editing
- Event Planning
- Microsoft Office
- Volunteer Management
- Operations Management
- Powerpoint
- Budgets
- Marketing
- International Relations
- Marketing Communications
- Public Relations
- Business Strategy
- Social Media Marketing
- Political Campaigns
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