JONATHAN T. WEAVER
Brookline,MA
Summary
After building a successful 15 year career in Wealth Management I sought a new challenge that tapped some of my creative potential in the world of Film Making. Feeling very happy with the production and eventual sale of 3 studio projects I'm looking to re-enter Wealth Management for the right fit.
Overview
18
18
years of professional experience
Work History
Chief Financial Officer
Losco Studios
06.2022 - Current
- As CFO I was instrumental in getting production off of the ground for movies such as: Nico, The Burden of Nine Lives and A Quiet Road. Pre-production my roles were mainly fundraising, delegating where and how the money was being spent in the most efficient manor, and developing deals for brand recognition. Post-production my main role is strategizing the sale and distribution of our films to yield the highest possible ROI for our investors, working with companies like Amazon, Apple and Hulu.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
ASSISTANT VICE PRESIDENT/PREMIER ADVISOR
Citizens Wealth Management
01.2020 - 01.2022
- As a premier Advisor I worked with a book of our High Net Worth clients, assisting them in achieving all of the goals in their financial lives
- I often used Financial Planning software to gain a deep understanding of their current position and helped them achieve these goals specifically in the areas of Estate Planning and Tax Strategy.
FINANCIAL ADVISOR/WEALTH
Innovative Advisory Group
01.2019 - 01.2020
- I worked with high net-worth clients to understand their needs, develop a plan with the Senior Advisor and on-board the client to several platforms while constantly staying in touch for any questions/concerns and to make sure their needs are being met
- The company specialized in traditional as well as alternative investments such as: Real Estate Crypto Currency in Self-Directed IRA's
- I also aided in the production of a nationally recognized financial podcast: Money Tree Investing
FINANCIAL ADVISOR
Bay State Financial
01.2018 - 01.2019
- Worked to build a client base using Insurance and Investment based products to fit their needs.
FINANCIAL ADVISOR
Prudential
01.2016 - 01.2018
- Worked to build a client base using Insurance and Investment based products to fit their needs.
ASSISTANT VICE PRESIDENT/PREMIER ADVISOR
Citizens Bank
01.2014 - 01.2016
- See Above - However it was under much different management so there were several differences and I also oversaw about 5 branches instead of the most recent incarnation where I helped clients acieve their Financial Goals.
PREMIER
BANKER, Santander Bank
02.2014 - 12.2014
- Responsible for acquiring, building and maintaining relationships with our high net worth individuals
- This included investments, managed money, retirement planning, and deposit accounts at the branch level
- Due to staffing issues at the branch I was required to assume the role of Manager as well and led the branch to its highest production of new and invested money in 10 years.
FINANCIAL ASSOCIATE
Living Wealth Partners
01.2011 - 01.2013
- Prospected new business while maintaining existing relationships using Insurance and Investment tools as solutions fulfill client needs.
LICENSED PERSONAL BANKER
JP Morgan/Chase Bank
01.2008 - 01.2010
- Responsible for account opening and management while recommending bank products and services
- Also provided investment advice for packaged securities and insurance products such as Annuities.
SALES AGENT/PROPERTY MANAGER
Harborview Properties
01.2007 - 01.2008
- Licensed Real Estate Agent for this commercial and residential real estate company
- I also managed three apartment buildings in the greater Portland, ME area.
Education
Bachelor of Arts - Psychology/BioChemistry
Hartwick College
Oneonta, NY05.2007
Skills
- Series 65, 63, 6, MA Life & Health (Currently studying for CFP)
- MoneyGuide Pro, Salesforce, Microsoft Office
- Financial Management
- Strategic Planning
Timeline
Chief Financial Officer
Losco Studios
06.2022 - Current
ASSISTANT VICE PRESIDENT/PREMIER ADVISOR
Citizens Wealth Management
01.2020 - 01.2022
FINANCIAL ADVISOR/WEALTH
Innovative Advisory Group
01.2019 - 01.2020
FINANCIAL ADVISOR
Bay State Financial
01.2018 - 01.2019
FINANCIAL ADVISOR
Prudential
01.2016 - 01.2018
PREMIER
BANKER, Santander Bank
02.2014 - 12.2014
ASSISTANT VICE PRESIDENT/PREMIER ADVISOR
Citizens Bank
01.2014 - 01.2016
FINANCIAL ASSOCIATE
Living Wealth Partners
01.2011 - 01.2013
LICENSED PERSONAL BANKER
JP Morgan/Chase Bank
01.2008 - 01.2010
SALES AGENT/PROPERTY MANAGER
Harborview Properties
01.2007 - 01.2008
Bachelor of Arts - Psychology/BioChemistry
Hartwick College
Interests
- VOLUNTEER
- CPA Plus Network - Recruitment and Coaching 2018-2020
- President of Alpha Sigma Phi Fraternity - Beta Xi Chapter 2 004-2007
- Vice President Alpha Sigma Phi Alumni Board 2007-2011
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