Jonathan V. Beukelman, CIMA ®, is a Managing Director in Wealth Management and Senior Portfolio Manager at UBS, where they have worked since 2008. Prior to this role, they served as Senior Vice President-Investments at Morgan Stanley from 2000 to 2008 and as a Financial Advisor at Piper Jaffray from 1998 to 1999. Jonathan earned a BA in Business from Taylor University in 1998 and is currently pursuing a CIMA® in Finance at UC Berkeley Haas School of Business.
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