Practifi
Jonathan W. has been working in the sales industry since 2009. Jonathan began their career at J.P. Morgan Private Banking as an Investment Specialist, where they worked with business owners, corporate executives, and affluent individuals and families to build and preserve wealth. In 2014, they moved to Nuveen Investments as a Wholesaler. In 2019, they took on the role of Regional Sales Executive at Core10. Most recently, they have been working as a Sales at Practifi since 2020.
Jonathan W. attended The Ohio State University and Yale School of Management. In 2017, they obtained the Certified Investment Management Analyst® certification from the Investment Management Consultants Association.
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Practifi
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Practifi is the performance optimization platform purpose-built for the wealth management industry. Practifi empowers teams to automate workflows, create rich client records, and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations, and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.