Jonathan Story
Client Executive- Director at BNY Pershing
- Role
- Client Executive - Director at BNY Pershing
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jonathan Story
I help financial advisors evaluate, navigate and successfully transition to independence.…
Experience
Client Executive - Director
Mar 2023 — Present · Charlotte, NC, US
Skills
- Solution Selling
- Series 7
- Contract Negotiations
- Consultative Selling
- Series 63
- New Business Development
- Building Customer Relations
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