JONATHAN U CALDWELL
Broker in Boston, MA

License number
Massachusetts 9533955
Issued Date
Oct 24, 2014
Expiration Date
Dec 16, 2016
Type
Salesperson
Address
Address
Boston, MA 02118
LicenseFiles verified this license of Nov 25, 2016 at the Mass.gov - Consumer Affairs and Business Regulation.

Professional information

Jonathan Caldwell Photo 1

Taxable Fixed Income Trader At Gw&Amp;K Investment Management
Position:
Taxable Fixed Income Trader at GW&K Investment Management
Location:
Greater Boston Area
Industry:
Financial Services
Work:
GW&K Investment Management - Greater Boston Area since Apr 2012 - Taxable Fixed Income Trader Liberty Mutual Group Asset Management Inc. Aug 2009 - Mar 2012 - Investment Research Analyst Liberty Mutual Group Asset Management Inc. Aug 2008 - Aug 2009 - Senior Investment Associate HSBC Securities (USA) Inc Jul 2006 - Jul 2008 - MBS Product Control Analyst Thomson Financial Jul 2005 - Aug 2005 - Sales and Marketing Intern
Education:
Boston University - School of Management 2010 - 2013
MBA, Finance Vanderbilt University 2002 - 2006
Interests:
Passed Level 1 of the Chartered Financial Analyst exam and currently a Level 2 Candidate

Jonathan Caldwell Photo 2

Jonathan Caldwell - Boston, MA
Work:
GW&K Investment Management
Taxable Fixed Income Trader Liberty Mutual Group Asset Management Inc - Boston, MA
Investment Research Analyst HSBC Securities (USA) Inc - New York, NY
MBS Product Control Analyst Thomson Financial - Boston, MA
Sales and Marketing Intern
Education:
Boston University - Boston, MA
MBA in Finance Vanderbilt University - Nashville, TN
BS in Engineering Science

Broker licenses in Massachusetts