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    Jonathan Freeman

    Empowering Financial Advisors to Achieve Great Heights | Visionary Leader in Strategy, Marketing, & FinTech | Passionate about Fostering Innovation & Excellence in Wealth Management

    Jonathan Freeman is a seasoned Business Development Executive with a strong track record in visionary leadership and strategic implementation across financial services, technology, healthcare, and professional services sectors.

    His expertise includes corporate M&A transactions, brand restructuring, team development, and financial advisory excellence.

    Jonathan's educational background includes an MBA in Finance and Entrepreneurial Studies from UCLA Anderson School of Management and a BA in Environmental Studies from UC Santa Barbara.

    He has held key positions such as Chief Operating Officer at Socha Capital, President at RelationEdge, and Executive Managing Director at Cushman & Wakefield, among others.

    With strengths in strategy, marketing, finance, and continuous improvement, Jonathan Freeman is an accomplished professional with a wealth of experience in enterprise markets and business intelligence.

    Jonathan Freeman
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    Location

    San Diego County, California, United States