Jonathan Dacanay

Regional Hybrid Investment Consultant (CO, WY, KS, MO) at Thrivent Mutual Funds
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Contact Information
us****@****om
(386) 825-5501
Location
Excelsior, US

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Bio

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Experience

  • Thrivent Asset Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Regional Hybrid Investment Consultant (CO, WY, KS, MO)
      • Aug 2019 - Present

      Greater Minneapolis-St. Paul Area

  • LoCorr Funds
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Internal Sales Manager, Team Leader
      • Oct 2018 - 2019

      Excelsior, MN

  • Beaumont Capital Management (BCM)
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Internal Sales Manager, Team Leader
      • Feb 2017 - Oct 2018

      Needham, MA

  • Realty Capital Securities
    • Financial Services
    • 1 - 100 Employee
    • Internal Sales Manager, Liquid Alternatives
      • Nov 2014 - 2016

      Boston, Massachusetts

    • AVP, Liquid Alternatives (East Coast)
      • Aug 2014 - Nov 2014

  • John Hancock Investment Management
    • United States
    • Investment Management
    • 300 - 400 Employee
    • Director of 529 Sales - Western Division
      • Nov 2007 - Aug 2014

    • Internal Wholesaler (N. TX)
      • Jan 2006 - Nov 2007

  • Foresters Financial Services
    • Financial Services
    • 300 - 400 Employee
    • Senior Financial Advisor
      • Jul 2004 - Nov 2006

      Waltham, Massachusetts

Education

  • Bentley University
    Finance, Finance
    2000 - 2004

Community

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