Jonathan Jackson
Institutional Investment Advisor at Catalyst Corporate Federal Credit Union
Based in Frisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Frisco
Industry
Financial Services
Company size
217
Contact information
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j•••••••@catalystcorp.org
Phone
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Background
About Jonathan Jackson
Seasoned financial services professional and CFA Charterholder with a superior track record of performance. Twelve years of industry experience with progressively more responsibility and leadership. Extensive experience with fixed income trading, fundamental credit analysis, and asset allocation. Self-motivated with a strong intellectual curiosity. Able to articulate complex investment principles, investment recommendations, and research results with excellent communication skills including writing, speaking, and editing with a great attention to detail. •Advanced Excel/PowerPoint skills •Proactive Team Player •Advanced Bloomberg Skills •Strong Analytical Skills •Robust understanding of the Advisory industry •Quantitative problem solving skills •Fundamental Credit Analysis Experience • Excel with tight deadlines •Passed all three CFA exams on the first attempt •Hold series 7 and 66 licenses
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