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Versatile and highly dedicated, I offer skills in relationship building, financial analysis, and multidisciplinary collaboration. Over the course of two years, I have partnered with architects, financial consultants, traders, and logistics professionals to drive business growth. My passion for problem solving has led me to improve key processes at each step of the way.

Colleagues know me as a personable and engaging leader, one who builds consensus on critical decisions. I strive to apply the full range of my abilities in all that I do. 

Maintained and developed relationships with clients to ensure retention and deliver high-touch family office services. Collaborated with legal counsel and tax advisers to implement wealth transfer strategies, asset protection, and tax planning.
• Trusted to manage daily financial requests from a dozen ultra-high net worth accounts.

Client Analyst

Selected for prestigious Management Training Program as one of 15 graduates globally.
Rotation 4 – Money Markets Trading
• Executed repurchase agreements and discount notes trades within the Franklin Templeton umbrella, with total daily trade value of $3.5B.
• Built allocation model that drove trading activities and increased efficiencies by up to 1% daily. Rotation 2 & 3 – Fiduciary Trust International
• Worked closely with portfolio managers, while utilizing account data, to help identify accounts that may have drifted form previously identified targets and objectives
• Expanded reviews of the status of clients’ estate and tax planning, including preparation of presentations covering client’s personal background, financial overview, core estate plan and tax planning opportunities
Rotation 1 – Strategic Client Marketing
• Partnered with international creative services team to maintain communication strategy plan.

Futures Associate

• Achieved an additional 5% revenue, estimated to be €4,750,000 in 2017, and introduced cost savings of €621,856 annually
• Individually conducted interviews with multiple departments to diagnose risk areas in the supply chain and presented findings to the senior board and implemented my strategy within several departments

Supply Chain Audit Project Manager

Find out detailed information about Jonathan Harris,  in San Francisco, CA

Jonathan Harris: in San Francisco, CA

Jonathan Harris

Washington and Lee University