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Jonathan Waide Cfa
Jonathan Waide Cfa
VP, Portfolio Manager Private Wealth | Regions Bank
Ridgeland, Mississippi, United States
Jonathan Waide Cfa
Summary
Jonathan Waide is an accomplished Portfolio Manager with extensive experience in the investment management sector. He has a strong background in asset management, corporate finance, and financial analysis, underscored by his CFA charterholder status. With an MBA in Finance from Mississippi College and dual Bachelor's degrees in Banking & Finance and Marketing from Mississippi State University, Jonathan combines technical expertise with strategic insight. Currently serving as VP, Portfolio Manager at Regions Bank, he has previously contributed as a Financial Advisor and Trader/Analyst. His proficiency in financial modeling and cash flow analysis positions him as a valuable asset in wealth management. Jonathan's commitment to excellence is evident in his professional journey, which reflects both leadership and a deep understanding of financial markets.
Jonathan Waide Cfa
Work Experience
VP, Portfolio Manager Private Wealth at
Regions Bank
September 2021 - Present
Financial Advisor/Portfolio Manager at
Wealthview Capital, LLC
September 2017 - September 2021
Trader/Analyst at
Medley And Brown
February 2013 - September 2017
Jonathan Waide Cfa
Education
Mississippi College, Master Of Business Administration - Mba
January 2011 - January 2013
Mississippi State University, Bachelor Of Arts - Ba
January 2009 - January 2011
Mississippi State University, Bachelor Of Arts - Ba
January 2009 - January 2011
Frequently Asked Questions about Jonathan Waide Cfa
What is Jonathan Waide Cfa email address?
Jonathan Waide Cfa's primary email address is ******@wealthviewcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jonathan Waide Cfa work for?
Jonathan Waide Cfa is a VP, Portfolio Manager Private Wealth at Regions Bank, a company specializing in Depository Credit Intermediation.
Where Jonathan Waide Cfa graduated from?
Jonathan Waide Cfa holds a degree in Finance from Mississippi College.
How can I directly contact Jonathan Waide Cfa?
To contact Jonathan Waide Cfa directly, you can use the email address ******@wealthviewcapital.com. Complete contact information is available upon registration with Muraena.
Who is Jonathan Waide Cfa?
Jonathan Waide is an accomplished Portfolio Manager with extensive experience in the investment management sector. He has a strong background in asset management, corporate finance, and financial analysis, underscored by his CFA charterholder status. With an MBA in Finance from Mississippi College and dual Bachelor's degrees in Banking & Finance and Marketing from Mississippi State University, Jonathan combines technical expertise with strategic insight. Currently serving as VP, Portfolio Manager at Regions Bank, he has previously contributed as a Financial Advisor and Trader/Analyst. His proficiency in financial modeling and cash flow analysis positions him as a valuable asset in wealth management. Jonathan's commitment to excellence is evident in his professional journey, which reflects both leadership and a deep understanding of financial markets.
Jonathan`s contact details
******@wealthviewcapital.com
**************@regions.com
Colleagues
Vice President
Vice President Commercial Real Estate
Associate Relations Business Partner, Vice President
Consumer Banking Officer -Asst. Vice President
Managing Director
Senior Vice President, Treasury Management Sales
Senior Vice President & Head of Institutional Sales
SVP & Portfolio Manager
Vice President
Vice President