Verified recordFinancial Services

Jonathan Hambrecht

AVP, Enterprise Operations at Osaic

Based in Philadelphia, United States

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Seniority

Director

Department

Operations

Location

Philadelphia

Industry

Financial Services

Company size

2.5K

Contact information

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Email

1 credit

j•••••••@osaic.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jonathan Hambrecht

As a financial services leader, I have led strategies that drove operational efficiency, organizational growth and retention. My expertise spans Broker-Dealer Operations, Relationship Management, Risk Management and Supervision, with a proven-track record of success. Most recently, as Assistant Vice President of Enterprise Operations at Lincoln Financial Network (now Osaic Wealth), I led departments such as Licensing & Registration, Advisor Compensation, Succession & Transition services and Financial Professional Maintenance. I am currently exploring leadership opportunities in financial services, broker-dealers and RIAs, where I can bring my operational experience to help organizations retain, grow and thrive.

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