Jonathan Wilken
Alpharetta,GA
Summary
Financial Planning and Investment Specialist with a robust educational background in Finance from the University of Alabama, complemented by an APMA designation to leverage extensive hands-on experience in supporting multi-million-dollar portfolio models and providing excellent client service. Equipped with advanced skills in portfolio management to provide tailored insights on investment strategies and risk mitigation.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planning & Investment Specialist
Ameriprise Financial
06.2022 - Current
- Oversee $125 million across 10 portfolio models within advisor-manged accounts, regularly reviewing performance metrics and delivering comprehensive updates on macroeconomic trends to clients and Financial Advisors.
- Regularly meet with external wholesale partners to evaluate new investment opportunities and gather research on current market trends and flows.
- Conduct due diligence on potential investments, including evaluating financial statements, analyzing market trends, and assessing risk factors.
- Communicate market developments, portfolio changes and annual performance information to clients.
Intermediary Sales Intern
American Century Investments
06.2021 - 01.2022
- Supported intermediary sales teams, enhancing client relationships management and market analysis efforts
- Leveraged industry knowledge to assist in developing and implementing effective sales strategies
- Utilized product knowledge and analytical skills to drive sales leads and support strategic initiatives.
Cooperative Education Student
Mercedes Benz U.S. International
01.2020 - 12.2020
- Gained experience in Financial Accounting and IT Project Management
- Effectively supported the Financial Accounting team in preparing the 2019 Value Added Tax return, facilitating a $1.2 million refund
- Assisted the Indirect IT team in developing a seamless budget tool to manage and track ongoing internal projects across the plant
Education
Bachelor of Science - Finance
The University of Alabama, Culverhouse College of Business
Tuscaloosa, AL12.2022
Skills
- Portfolio Management
- Salesforce (CRM)
- Investment performance analysis
- Asset Allocation
- Analyzing investment opportunities
- Risk Management
- Presentation Skills
Certification
- APMA - Accredited Portfolio Management Advisor
- FINRA - Series 7 & Series 66
Timeline
Financial Planning & Investment Specialist
Ameriprise Financial
06.2022 - Current
Intermediary Sales Intern
American Century Investments
06.2021 - 01.2022
Cooperative Education Student
Mercedes Benz U.S. International
01.2020 - 12.2020
Bachelor of Science - Finance
The University of Alabama, Culverhouse College of Business
- APMA - Accredited Portfolio Management Advisor
- FINRA - Series 7 & Series 66
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