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Jonathan Claxton's email & phone

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Financial Planning Associate at Blue Trust
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Location

Charlotte, North Carolina, United States

Work Experience 3 years

Financial Planning Associate at Blue Trust

Jan 2025 - Current

Temporary Financial Planning Associate at Ronald Blue Trust at Blue Trust

Sep 2023 - Jan 2025

Financial Planning Intern at Blue Trust

Jun 2023 - Jan 2025

Jonathan Claxton started working in 2023, then the employee has changed 1 company and 2 jobs. On average, Jonathan Claxton works for one company for 1 year 5 months.

Education

Bachelor of Arts - BA at Erskine College

Skills

Investments, Budgeting, Communication, Attention to Detail, Financial Reporting, Auditing, Problem Solving, Finance, Business Management, Financial Data, Business, Pivot Tables, Analytical Skills, Financial Modeling, Presentations, Organization Skills, Retirement Planning, Creative Problem Solving, Financial Planning, Financial Planning and Analysis (FP&A), Financial Services, Active Listening, Financial Accounting, Relationship Development, Investment Management, Financial Statements, Accounting, Financial Analysis

Frequently Asked Questions

What is Jonathan Claxton's minimum period of employment in the companies?

Jonathan Claxton's minimum period of employment in various companies is 1 year 4 months.

What is Jonathan Claxton's average duration of employment for different companies?

On average, Jonathan Claxton works for one company for 1 year 6 months

What industries has Jonathan Claxton worked in?

Jonathan Claxton works in the Financial Services.

What positions has Jonathan Claxton held before?

Previously, Jonathan Claxton worked as a Temporary Financial Planning Associate at Ronald Blue Trust, and Financial Planning Intern.

How do I contact Jonathan Claxton?

Jonathan Claxton's email address is j********c@bluetrust.com, phone number is +1-***-***-2756. Sign up to get contact details.

Who is the Chairman & CEO of the Blue Trust?

The Chairman & CEO of the Blue Trust is Nick Stonestreet

Who are Jonathan Claxton's peers at other companies?

Jonathan Claxton's peers at other companies are Leah Galanido and Lachlan Bluett and Sahira Shakya

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