Jonathan Shinwell

Financial Planning and Analysis Specialist at DataRails

Jonathan Shinwell has a diverse work experience spanning over several years. Jonathan is currently employed as a Financial Planning and Analysis Specialist at DataRails since February 2021. Prior to this, from May 2019 to February 2021, they worked as an Immigration Consultant at D. C. Law Offices.

Jonathan's previous roles include being a Quality Assurance and Training Manager at AvaTrade from March 2018 to March 2019. In this role, they were responsible for building and running the Quality Assurance program in the Customer Support Department and overseeing the Training and Consolidation program for new agents.

Before that, Jonathan was a Senior Portfolio Manager at Districases Marketing from March 2017 to March 2018. Here, they advised clients on legal assistance in various types of cases and led the department as a Team Leader.

Jonathan also has significant experience in the Forex industry, as they were an Account Manager at TOYGA from October 2009 to March 2017. Jonathan provided guidance to customers on using financial instruments for financial gain and was actively involved in training and consolidation of newer agents.

Prior to that, Jonathan worked as a Training Manager at CSWW from October 2008 to October 2009, where they handled all training activities within the company. Jonathan also served as a Customer Service Manager at Straight Delivery from June 2007 to October 2008, overseeing all aspects of customer service and supervising a support team.

Jonathan's earlier roles include Manager/Administrator at Outsourcing Alternative Solutions from 2005 to 2007 and Senior Sales Representative at IDT Jerusalem from 2003 to 2005, where they excelled in telephone sales to the US and contributed to training new staff.

Overall, Jonathan Shinwell has gained valuable experience in financial planning and analysis, immigration consulting, quality assurance, training, portfolio management, customer service, and sales throughout their career.

Jonathan Shinwell attended the Glasgow College of Food Technology from 1984 to 1988. During this time, they pursued a degree in Hotel, Catering, and Institutional operations, focusing on the field of Catering and Hotel Operations.

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Timeline

  • Financial Planning and Analysis Specialist

    February, 2021 - present

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