Jonathan Williams

About Jonathan Williams

Senior Executive with proven track record in selling to world-class enterprise companies.…

Experience

1. Executive Director, Relationship Manager

   Masttro

   Dec 2020 — Present

   Masttro is a global wealth intelligence platform delivering the most comprehensive and interactive views of total net worth. With a real-time, customizable view of the complete balance sheet, Masttro gives the information and unique insights needed to drive value and protect the total estate. Its intuitive interface makes the complex simple. By connecting the entire wealth ecosystem, Masttro provides a single source of trusted information for our clients to rely on. The platform provides financial data aggregation; advanced investment reporting and analytics; estate mapping tools; contact and digital document management; integrated general ledger; encrypted communication portal; portfolio management tools; the automation of front-to-back-office operations, and more – all protected by its advanced, military-grade security framework. All the details are in one place—from a big-picture view of the estate down to the most granular details. Our global team empowers UHNWI, Family Offices, Wealth Managers, Investment Managers, Advisors, and Financial Institutions across 26 countries with offices in Switzerland, the U.S, Mexico, and Chile.

Education

• Ball State University - Miller College of Business

  B.S, Finance

  2006 — 2010

Skills

• Finance
• Fixed Income
• Fx Options
• Cds
• Financial Services
• Equities
• Credit Derivatives
• Wealth Management
• Swaps
• Bloomberg
• Derivatives
• Structured Products
• Options
• Interest Rate Derivatives
• Investment Strategies
• Equity Research
• Alternative Investments
• Structured Finance
• Powerpoint
• Portfolio Management
• Equity Derivatives
• Hedge Funds
• Investments