Jonathan Pate
Senior Analyst, Portfolio Advisory @Twinfocus
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Dec 2023 — Present
Senior Analyst, Portfolio Advisory @Twinfocus
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SKILLS
Business Exit StrategyMicrosoft PowerpointPowerpointSmall BusinessProtection Planning/Family SecurityResearchTeamworkSales ManagementAsset ProtectionTerm Life InsurancePermanent Life InsuranceCustomer ServiceAnnuity SalesLeadershipBusiness Insurance PlanningWealth Transfer StrategiesLifetime Income StrategiesSocial MediaMicrosoft OfficeGifting StrategiesWhole Life InsuranceKey Person InsuranceMicrosoft ExcelSocial NetworkingTime ManagementSalesSupplements to Employee BenefitsMulti-Generational Wealth TransferEducation Funding StrategiesMicrosoft WordWealth Preservation PlanningKey Person ProtectionSuccession Planning
ABOUT JONATHAN PATE
Portfolio Analyst with a demonstrated history of working in the investment management…
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