Jonathon Ranello currently serves as Principal – Alternative Investment Sales Specialist at Avantax® since February 2023, focusing on guiding advisors in implementing alternative investment strategies for high-net-worth clients. Prior to Avantax®, Ranello was involved in sales at WealthForge, providing technology solutions for alternative securities investments. Previous roles include District Sales Manager and Retirement Advisory Channel Manager at ePlan Services, Inc., where Ranello achieved conference qualification and excellence recognition, respectively. Earlier experience encompasses positions as Regional Director at WealthVest, Regional Vice President and Senior Regional Sales Consultant at NorthStar Securities, Associate at Instinet Corporation, Financial Advisor at MetLife, and Souvenir Vendor at ARAMARK. Jonathon holds a BA in Development Economics & Political Science from Rutgers University, completed in 2007.
Sign up to view 0 direct reports
Get started
This person is not in any teams