Jonathan D. Drayer

About Jonathan D. Drayer

I am a relationship management and business development professional with experience spanning financial services and entrepreneurship. At BNY, I served as a Global Distribution Relationship Manager, supporting strategic partnerships and contributing to initiatives that strengthened client engagement and advanced global distribution strategies across asset management.Earlier in my career, I built and managed two businesses — The Modern Athlete and NY CPR Training — which deepened my business acumen, operational understanding, and ability to develop growth strategies from concept to execution. This entrepreneurial experience, combined with my financial industry background, has shaped a proactive, analytical mindset focused on driving results and enhancing client relationships.I hold Series 7 and 66 licenses and am currently expanding my technical and analytical skill set through Salesforce Trailhead’s Business Analyst pathway, where I’ve earned 20 badges in data modeling, report building, process mapping, and AI-driven CRM fundamentals. This training enhances my ability to bridge business strategy with technology and data-driven decision-making.I’m eager to leverage this combination of strategic relationship experience, business development perspective, and CRM fluency to contribute to growth-oriented teams in financial services, fintech, or client-focused environments.

Experience

1. Client Support Specialist i

   Fidelity Investments

   Jan 2026 — Present · New York, NY, US

Education

• Gettysburg College

  Bachelor of Arts (B.A.), English