Jonathan Bolter

Jonathan Bolter

Sr. Vice President- Wealth Management, Sr.Portfolio Manager | Roseville, California, United States

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Work Experience

UBS

Sr. Vice President- Wealth Management, Sr. Portfolio Manager

2014-08-01 — Present

Morgan Stanley

Wealth Advisor & Portfolio Management Director

2008-01-01 — 2014-08-01

Wells Fargo

Senior Vice- President-Investments

1994-05-01 — 2008-01-01

Prudential Investments

Vice President-Investments

1991-08-01 — 1994-05-01

Shearson Lehman Hutton

Financial Advisor

1986-08-01 — 1991-08-01

Skills

financial services investment banking wealth management asset management banks & credit unions financial advising investing

Languages

German , Spanish , French , English