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Jonathan Waide Cfa

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Jonathan Waide Cfa

VP, Portfolio Manager Private Wealth | Regions Bank

Ridgeland, Mississippi, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jonathan Waide Cfa

Work Experience

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VP, Portfolio Manager Private Wealth at

Regions Bank

September 2021 - Present

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Financial Advisor/Portfolio Manager at

Wealthview Capital, LLC

September 2017 - September 2021

💼

Trader/Analyst at

Medley And Brown

February 2013 - September 2017

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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

mail

******@wealthviewcapital.com

**************@regions.com

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