Jonathan Finlay - Balance & Control

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Jonathan finlay

Washington DC-Baltimore Area

+91 xxxx xxxxx

[email protected]

1000 followers

Timeline
Jan 2016 - Jan 2016
Finance Assistant
ALTA IT Services, LLC
Jan 2017 - Jan 2023
Equity Day Trader
Self-employed
Mar 2019 - Dec 2020
Financial Consultant
Phoenix Private Wealth
Mar 2019 - Dec 2020
Financial Consultant
Equitable Advisors
Jan 2024 - Nov 2024
Enterprise Development Rep
ID Dataweb
Current Company
Mar 2025 - now
Capital Markets Core Processing and Risk Associate
Morgan Stanley
About me
Balance & Control
Education
- Towson university
  -
  Bachelor's degree finance, general
  Activities and Societies: Sigma Alpha Mu Fraternity
Experience
- Alta it services, llc
  Jan 2016 - Jan 2016
  Finance assistant
- Self-employed
  Jan 2017 - Jan 2023
  Equity day trader
- Phoenix private wealth
  Mar 2019 - Dec 2020
  Financial consultant
  Phoenix Private Wealth is a DBA of Equitable
- Equitable advisors
  Mar 2019 - Dec 2020
  Financial consultant
- Id dataweb
  Jan 2024 - Nov 2024
  Enterprise development rep
- Morgan stanley
  Mar 2025 - now
  Capital markets core processing and risk associate
Licenses & Certifications
- Maryland, life and health insurance
  State of maryland
  Jan 2019
- Securities industry essentials exam
  Finra (financial industry regulatory authority)
  Feb 2019
- Series 66 - uniform combined state law
  Finra
  May 2019
- Series 7 - general securities representative exam
  Finra (financial industry regulatory authority)
  Mar 2019
Volunteer Experience
- Volunteer
  Issued by Sigma Alpha Mu Fraternity on Jan 2014
  Associated with Jonathan Finlay

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