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Jonah Rosenthal

Jonah Rosenthal

Customer Experience Coordinator

Followers of Jonah Rosenthal181 followers
location of Jonah RosenthalJacksonville, Florida, United States

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  • Timeline

  • About me

    Enthusiastic investment-professional

  • Education

    • State University of New York Maritime College

      2012 - 2013
      Master of Science (MS) International Transportation Management

      Studies focused heavily on international economics and logistics.

    • State University of New York Maritime College

      2008 - 2012
      Bachelor of Science (BS) International Transportation and Trade

  • Experience

    • The TJX Companies, Inc.

      Nov 2013 - Oct 2014
      Customer Experience Coordinator

    • Union County, IL

      Oct 2014 - Apr 2016
      Deputy Treasurer

    • Echo Global Logistics

      Apr 2016 - Oct 2017
      Business Account Executive

    • Merrill Lynch

      Oct 2017 - May 2019
      Premium Client Investment Specialist

    • Edward Jones

      May 2019 - May 2020
      Financial Advisor

    • Fidelity Investments

      Jan 2021 - now
      Associate-Help Desk Support

  • Licenses & Certifications

    • Resident Insurnace License: Life, Variable Annuity, and Health

      Florida Department of Financial Services
      Aug 2019

    • Series 66: Uniform Combined State Law Examination

      North American Securities Administrators Association
      Feb 2018

    • Series 7: General Securities Representative Exam

      FINRA (Financial Industry Regulatory Authority)
      Nov 2017