Jonathan Weikert
Director of Proposal Management, Orion Advisor Solutions
- Role
- Director of Proposal Management at Orion
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Director of Proposal Management
Aug 2019 — Present · US
Education
University of Cincinnati
BA, Organizational Leadership
2002 — 2005
Xavier University - Williams College of Business
MBA, Business
2007 — 2008
Skills
- Series 63
- Fixed Annuities
- Financial Services
- Equities
- Relationship Management
- Retirement
- Insurance
- Series 7
- Securities
- Mutual Funds
- Asset Management
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