Jonathan Brown

Experience

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  Worcester State University

  Jun 2015 - May 2018

  Resident Assistant

  • Oversee over fifty (50) resident students within a building of over four hundred (400) students living in singles, doubles, triples, and quads.• Maintain and monitor the well-being and safety of resident students and building community by enforcing university policies.• Create and host a minimum of six (6) programs a semester to build community, provide important information, and foster a more inclusive environment.• Create educational boards in buildings to provide resident students with important information on a range of topics such as alcohol awareness, sexual harassment, class registration, LGBTQ+ awareness, etc.• Collaborate and communicate well with a staff of thirteen (13) other Resident Assistants and a Resident Director.• Actively participate in multiple forms of training, such as bystander intervention, alcohol awareness, social/emotional distress, and emergency situations (self-harm, fire drills, etc.).• Connect with resident students, be approachable, and be a positive resource/influence in and around the surrounding communities. Show less

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  Carl P. Sherr & Co., LLC

  Sept 2017 - Oct 2020

  Client Relationship Manager

  My main role was to support the financial planning team in preparation for client meetings and to attend those meetings to present comprehensive financial plans directly to clients. All other responsibilities varied across different business areas including: Accounting, Customer Service, Finance, and Operations. I was directly involved in creating and testing workflows, implementing new technology, conducting research and analysis, servicing client accounts, generating revenue reports for management, and bookkeeping tasks. This fast-paced work environment demanded high levels of organization, teamwork, and prioritization skills to meet tight deadlines and be successful. Show less

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  Mayflower Advisors

  Dec 2020 - now

  Built on a proud tradition of independence and innovation, Mayflower Advisors is an independent registered investment advisor that offers private wealth management, retirement plan consulting and foundation/endowment advisory services. The Boston-based RIA has partnered with three generations of clients to help meet long-term financial goals with its flexible, scalable infrastructure and custom planning solutions. Mayflower Advisors embraces a client-centric, entrepreneurial culture that promotes stability, accountability and teamwork. Securities offered by registered representatives through Private Client Services (“PCS”), Member FINRA/SPIC. Advisory services offered through Mayflower Advisors, LLC (“MFA”), an SEC registered investment adviser. PCS and MFA are not affiliated. Advisory services are only offered to clients or prospective clients where MFA and its representatives are properly licensed or exempt from licensure. For current MFA information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with MFA’s CRD #307857 Show less

  • Associate Wealth Manager

    Jan 2025 - now

  • Client Relationship Manager

    Dec 2020 - now