Jonathan's background includes experiences as a financial analyst and entrepreneur in the Central Florida and DC Metro areas. He brings over 10 years of financial services experience, including participation in management roles at a mid-sized broker-dealer securities firm of 180 employees, and as an owner of a commercial real estate development firm, which includes a Hilton-franchised hotel and several other investment properties within the portfolio. Jonathan also provides investment consulting to financial advisors of several well-known securities firms on how to add value to their clients' assets.
Jonathan earned a BS in Chemistry from University of Maryland and an MBA in Management and Finance from the Crummer School of Business at Rollins College in Winter Park, Florida. He is still very involved with Crummer in their nationally-known entrepreneurship department and mentor/internship programs. Jonathan is currently also a member with the Business Brokers of Florida network and the International Business Brokers association, a CFA Level II candidate and is Series 7 & Series 66 securities licensed. As a world traveler, he has engaged in consulting projects in England, Croatia and China, and is conversational in Japanese and French. He ascended Mt. Fuji in August 2007 and has vowed never to climb high altitudes again.
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