Jonathan Cleasby

Jonathan Cleasby

SVP, Chief Financial Officer at Commonwealth Financial Network | Norfolk, Massachusetts, United States

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Work Experience

Commonwealth Financial Network

SVP, Chief Financial Officer

2020-06-01 — Present

Ameriprise Financial Services, LLC

CFO, Asset Management

2020-01-01 — 2020-06-01

Ameriprise Financial Services, LLC

Vice President, Global Head of Financial Planning and Analysis for Asset Management

2014-11-01 — 2019-12-01

Ameriprise Financial Services, LLC

VP, Lead Financial Officer for North America Asset Mgmt Distribution

2010-05-01 — 2014-11-01

Bank of America

VP, Finance Business Support

2005-11-01 — 2010-05-01

Bank of NY Mellon

Senior Accountant

1999-11-01 — 2005-11-01

Skills

wealth management investment management research expertise intuitive technology platform complimentary practice management consulting & coaching regulatory compliance team that acts as advisors partners & counselors independent broker dealer

Languages

English