JONATHAN M KATZ
Broker in Boston, MA

License number
Massachusetts 121641
Issued Date
Feb 1, 1980
Expiration Date
Dec 22, 2012
Type
Broker
Address
Address
Boston, MA 02215
LicenseFiles verified this license of Nov 25, 2016 at the Mass.gov - Consumer Affairs and Business Regulation.

Professional information

Jonathan Katz Photo 1

Jonathan Katz
Position:
Fund Reporting Consultant 2 at Wells Fargo
Location:
Greater Boston Area
Industry:
Financial Services
Work:
Wells Fargo - Boston, MA since Jul 2012 - Fund Reporting Consultant 2 BNY Mellon Jan 2011 - Jul 2012 - Corporate Action Specialist State Street Aug 2009 - Jan 2011 - Mutual Fund Accountant
Education:
University of Massachusetts Dartmouth 2006 - 2009
Bachelor of Science, Finance Massachusetts College of Pharmacy and Health Sciences 2004 - 2006
Skills:
Financial Services, Research, Auditing, Mutual Funds, Financial Analysis, Fund Accounting, Accounting, Access, Risk Management, Outlook, Microsoft Excel, Forecasting, Data Analysis, PowerPoint, Strategic Financial Planning, Data Entry, Bloomberg, Analysis, Microsoft Word, Time Management, SEC filings, Financial Reporting, Dividends
Certifications:
CFA Candidate Level 1 June 2013, CFA Institute

Jonathan Katz Photo 2

Mba Candidate At Mit Sloan School Of Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
42 Analytics Educational / MIT Sloan Sports Analytics Conference (SSAC) - Greater Boston Area Apr 2012 - Mar 2013 - Student Co-Lead Windhorse Capital Management - Boston, MA Jun 2012 - Aug 2012 - Summer Associate North Bridge Jan 2008 - Jun 2011 - Senior Associate Lane, Berry & Co. International Jul 2005 - Dec 2007 - Analyst
Education:
Massachusetts Institute of Technology - Sloan School of Management 2011 - 2013
MBA University of Pennsylvania - The Wharton School 2001 - 2005
BSE, Finance Belmont Hill 2001
Skills:
Strategy, Mergers & Acquisitions, Venture Capital, Investments, Investment Banking, Management, Equities, Analytics, Financial Modeling, Valuation, Private Equity, Corporate Finance, Corporate Development, Financial Analysis

Jonathan Katz Photo 3

Senior Consultant
Position:
Acting President at The Davis Companies, Real Estate and Strategy Consulting at JDK Associates
Location:
Greater Boston Area
Industry:
Real Estate
Work:
The Davis Companies - Greater Boston Area since Jan 2013 - Acting President JDK Associates - Greater Boston Area since 1997 - Real Estate and Strategy Consulting MIT-Venture Mentoring Program - MIT 2010 - 2013 - Mentor Open Orders - Newton MA 1998 - 2000 - President and CEO Analysis Group Inc. (AG Economics and Integral Inc.) 1993 - 1997 - Vice President The Davis Companies - Boston 1985 - 1991 - Senior Vice President The Beal Companies, LLP - Boston 1982 - 1985 - Vice President The Beacon Companies - Boston 1981 - 1982 - Project Manager
Education:
Brandeis University, Heller - The Heller School for Social Policy and Management 1975 - 1980
Ph.D., Urban Economic Development Tufts University
BA-magna cum laude, Philosophy and Psychology
Interests:
kayaking, tennis, gardening, swimming

Jonathan Katz Photo 4

Partner At Acom Healthcare, Branding, Marketing And Corporate Communication For Biotech, Pharma And Med Device
Position:
Partner at Acom Healthcare
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work:
Acom Healthcare since Jan 1987 - Partner
Education:
Boston University 1986 - 1987
MA, Communications Ithaca College 1981 - 1985
BA, Sociology Thayer Academy 1979 - 1981
The Fessenden School 1973 - 1978

Jonathan Katz Photo 5

Human Resources Director, Fso At Ipt Associates
Position:
Human Resources Director, FSO at IPT Associates
Location:
Greater Boston Area
Industry:
Defense & Space
Work:
IPT Associates - Bedford, MA since Oct 2011 - Human Resources Director, FSO Windmill International Mar 2008 - Oct 2011 - Human Resources Manager
Education:
Southern New Hampshire University 2008 - 2013
MBA-candidate, Business Administration Southern New Hampshire University 2003 - 2006
B.S., Business Administration

Jonathan Katz Photo 6

Jonathan Katz - Boston, MA
Work:
WINDHORSE CAPITAL MANAGEMENT - Boston, MA
Summer Associate NORTH BRIDGE - Waltham, MA
Senior Associate LANE, BERRY & CO. INTERNATIONAL - Boston, MA
Analyst
Education:
MIT SLOAN SCHOOL OF MANAGEMENT - Cambridge, MA
MBA

Jonathan Katz Photo 7

Owner, Network Comm Synergies
Position:
Owner at Network Comm Synergies
Location:
Greater Boston Area
Industry:
Telecommunications
Work:
Network Comm Synergies - Owner

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