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Jonathan D. Panosh, CFP®️

Jonathan d. panosh, cfp®️

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location of Jonathan D. Panosh, CFP®️San Francisco, California, United States
Phone number of Jonathan D. Panosh, CFP®️+91 xxxx xxxxx
Followers of Jonathan D. Panosh, CFP®️788 followers

  • Timeline

    May 2008 - Aug 2008

    Arbitrage Clerk

    Spyglass Options, Chicago Board of Trade
    Jan 2010 - Apr 2011

    Commercial Insurance Broker/Underwriter

    Atlantic Specialty Lines Midwest, LLC
    Apr 2011 - Sept 2012

    Analyst

    Archer Daniels Midland Company
    Aug 2012 - Sept 2013

    Investment Adviser Representative

    ING Financial Partners
    Current Company
    Sept 2013 - now

    Regional Vice President

    Guggenheim Investments

  • About me

    Regional Vice President at Guggenheim Investments

  • Education

    • Drake university

      2005 - 2009
      Bachelor of science (bs) finance

  • Experience

    • Spyglass options, chicago board of trade

      May 2008 - Aug 2008
      Arbitrage clerk

    • Atlantic specialty lines midwest, llc

      Jan 2010 - Apr 2011
      Commercial insurance broker/underwriter

    • Archer daniels midland company

      Apr 2011 - Sept 2012
      Analyst

    • Ing financial partners

      Aug 2012 - Sept 2013
      Investment adviser representative

    • Guggenheim investments

      Sept 2013 - now
      Regional vice president

  • Licenses & Certifications

    • Certified financial planner (cfp)

      Certified financial planner board of standards, inc.
      Oct 2020