Jonathan Riddle
Managing Director at Deep Value Investments | New York City Metropolitan Area
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Jonathan Riddle is a seasoned executive and business development leader currently serving as the Managing Director at Deep Value Investments. With over a decade of experience in investment management and wealth planning, Jonathan has established himself as a visionary in the financial services sector. His current role involves pioneering a revolutionary multi-asset class fintech solution that bridges the gap between traditional financial markets and cryptocurrency exchanges. This innovative approach not only enhances market access but also positions Deep Value Investments as a disruptor in an increasingly competitive landscape.
Under Jonathan's leadership, the firm is spearheading a first-to-market solution that integrates advanced trading capabilities with institutional prime brokerage services. This initiative is complemented by a subscription-based self-education service designed to empower clients with the knowledge needed to navigate the complexities of modern investing. By leveraging cutting-edge technology and third-party software, Jonathan is committed to delivering tailored wealth planning solutions that meet the diverse needs of clients.
His proven track record in driving multi-million-dollar capital raises and fostering strategic client relationships underscores his expertise in financial analysis and business development. Jonathan’s adeptness in utilizing platforms like Salesforce.com to streamline bid processes and enhance financial reporting further exemplifies his commitment to operational excellence. As he continues to lead Deep Value Investments into the future, Jonathan remains dedicated to exceeding business objectives while cultivating an environment of innovation and growth in the financial services industry.
Managing Director at Deep Value Investments in January 2021 to Present
Director at Altium Wealth in January 2020 to November 2020
Vice President, Private Client Advisor at Bank of America Private Bank in September 2017 to December 2019
Assistant Vice President, Associate Client Advisor at Bessemer Trust in May 2013 to August 2017
Sales Associate at BNY Mellon in March 2013 to May 2013
Sales Associate at BNY Mellon in August 2011 to March 2013
Senior Valet at Winged Foot Golf Club in April 2009 to October 2011
Intern Associate at Lincoln Financial Group in January 2011 to May 2011
Intern at UBS: Wealth Management in September 2010 to December 2010
Intern Associate at SCS Commodities in May 2008 to August 2008
Intern at MBF Clearing Corporation in June 2006 to September 2006
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Team Leadership
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Client-oriented
Go-to-Market Strategy
Bookings
Sales Development
Lead Generation
Account Executives
Business Acumen
Workable Solutions
Money Market Funds
Institutional Sales
Institutional
Events
Lending
Consultative Selling
Bid Processes
Salesforce.com
Banking
Software as a Service (SaaS)
Team Management
Sales Strategy
Sales Operations
Interpersonal Skills
Customer Acquisition
Sales Processes
Business Relationship Management
Account Management
Management
CRM
Access
Financial Reporting
Analysis
Accounting
Sales
Marketing
Business Development
Microsoft Excel
Microsoft PowerPoint
Social Media
Microsoft Word
Customer Service
Finance
Investments
Leadership
Financial Analysis
Portfolio Management
Time Management
Customer Relationship Management (CRM)
Fixed Income
Training
Strategy
Financial Services
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What is Jonathan Riddle email address?
Email Jonathan Riddle at [email protected] and [email protected]. This email is the most updated Jonathan Riddle email found in 2026.
What is Jonathan Riddle phone number?
Jonathan Riddle phone number is +19148352098.
How to contact Jonathan Riddle?
To contact Jonathan Riddle send an email to [email protected] or [email protected]. If you want to call Jonathan Riddle try calling on +19148352098. (updated on October 30, 2024)
What company does Jonathan Riddle work for?
Jonathan Riddle works for Deep Value Investments
What is Jonathan Riddle's role at Deep Value Investments?
Jonathan Riddle is Managing Director
What industry does Jonathan Riddle work in?
Jonathan Riddle works in the Financial Services industry.
Jonathan Riddle Email Addresses
Jonathan Riddle Phone Numbers
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