Jonathan P. Doyle
Nessuna posizione attualmente
Profilo
Mr. Doyle joined Rochdale in 2010.
Prior to joining Rochdale, he worked at Placemark Investments as an Associate Regional Consultant where he worked with financial advisors analyzing client portfolios and creating tax efficient asset transition strategies.
Previously, he was a Relationship Manager at Bank of America where he worked directly with the bank’s clients to provide solutions for their complex credit and investment needs.
He began his career at Sun Life Financial as a Sales Consultant where he assisted financial advisors in providing financial planning solutions.
Mr. Doyle received his B.A.
in Psychology from the University of Arizona and his M.B.A.
from the F.W.
Olin Graduate School of Business at Babson College.
Additionally, he has completed the Certificate in Advanced Financial Planning from the Wharton School of the University of Pennsylvania.
He is a Certified Investment Management Analyst and is a Level III candidate for the Chartered Financial Analyst designation.
Precedenti posizioni note di Jonathan P. Doyle
Società | Posizione | Fine |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Vendite & Marketing | - |
Formazione di Jonathan P. Doyle
University of Arizona | Undergraduate Degree |
Babson College | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Società quotate in Borsa | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Aziende private | 1 |
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Rochdale Investment Management LLC
Rochdale Investment Management LLC Investment ManagersFinance Founded in 1975, Rochdale Investment Management LLC is a registered investment advisor located in New York City. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). | Finance |
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