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Profile
Mr. Jonathan Greene is a Managing Director at Wunderlich Securities, Inc.
Previously, he was a Financial Advisor at Oppenheimer & Co. and a Managing Director by Dominick & Dominick LLC before it was acquired by Wunderlich Securities, Inc. on January 23, 2015.
He also worked for BlueStone Capital Corp., Fahnestock & Co., Inc., Lehman Brothers, Inc., Prime Charter Ltd, and T.R.
Winston & Co., Inc.
He has a BS in Business Administration and Management from State University of New York-Buffalo and an MBA in Finance from Hofstra University.
Former positions of Jonathan Greene
| Companies | Position | End |
|---|---|---|
Dominick & Dominick LLC (Investment Management)
 Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Portfolio Manager-Equities | 01/01/2015 |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | 01/02/2009 |
B. Riley Wealth Management, Inc. (Investment Management)
 B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance BRWM-IM does not establish and follow any investment strategy, other than as may be set forth in a particular Wrap Fee Program. | Portfolio Manager-Equities | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
T.R. Winston & Co. LLC
 T.R. Winston & Co. LLC Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Corporate Officer/Principal | - |
Training of Jonathan Greene
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
94
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance DDA is a large cap growth manager that uses independent third party research. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
T.R. Winston & Co. LLC
T.R. Winston & Co. LLC Investment Banks/BrokersFinance Provides investment banking and securities brokerage services | Finance |
Prime Charter Ltd
 Prime Charter Ltd Financial ConglomeratesFinance Offers investment banking and securities services | Finance |
BlueStone Capital Corp.
 BlueStone Capital Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
Hofstra University
 Hofstra University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York at Buffalo
 State University of New York at Buffalo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fahnestock & Co., Inc.
 Fahnestock & Co., Inc. Investment Banks/BrokersFinance Provides Brokerage Services. | Finance |
B. Riley Wealth Management, Inc. (Investment Management)
B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance BRWM-IM does not establish and follow any investment strategy, other than as may be set forth in a particular Wrap Fee Program. | Finance |
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