Jonathan La Mar

Experience

• 

  AT&T Wireless (Mobile Tel)

  Sept 2005 - Jul 2008

  Customer Sales Representative

   Main responsibilities included: Creating new customer relationships, commission based selling ideals, phone communication skills through customer service Started as trainee working my way up to senior sales associate. Awarded top five sales representatives in Chicago-land area

• 

  Northwestern Mutual Financial Network

  May 2006 - Sept 2006

  Financial Representative

   Main Responsibilities included: Setting phone appointments, organizing and participating in client meetings, developing customized presentations on products to clients, participated in sales development with supervisor

• 

  Morgan Stanley Private Wealth Management

  Sept 2006 - Dec 2011

  Registered Associate
• 

  HighTower

  Dec 2011 - Feb 2016

  • Director, Transitions & Onboarding

    Jan 2015 - Feb 2016

  • Director, Client Reporting & Billing

    Jan 2012 - Jan 2015

  • Manager, Client Reporting

    Dec 2011 - Jan 2012
• 

  William Blair

  Jan 2016 - now

  I am a Vice President and wealth advisor with William Blair’s Private Wealth Management group providing a full array of traditional brokerage and advisory services for individual and corporate clients, with an emphasis on growth stocks, fixed income, and tax-efficient investing. Learn more: https://www.williamblair.com/Teams/Heartland-Wealth-Management-Group

  • Vice President, Wealth Advisor

    Jul 2024 - now

  • Director - Middle Office

    Jan 2016 - Aug 2024