Jonathan Schefer
Senior Debt Advisor at United Debt Settlement LLC- Claim this Profile
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Bio
Experience
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United Debt Settlement LLC
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United States
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Financial Services
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1 - 100 Employee
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Senior Debt Advisor
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Feb 2023 - Present
Manhattan, New York, United States
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Big Think Capital
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United States
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Financial Services
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1 - 100 Employee
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Funding Manager
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Jan 2022 - Nov 2022
Melville, New York, United States
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State Farm
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United States
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Insurance
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700 & Above Employee
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Sales Representative
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Dec 2020 - Jan 2022
Smithtown, New York, United States
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First Heritage Insurance Agency
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United States
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Insurance
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1 - 100 Employee
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Sales Representative
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May 2020 - Dec 2020
Melville, New York, United States
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Yardi
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United States
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Software Development
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700 & Above Employee
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Intern
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May 2019 - Aug 2019
Melville, New York, United States
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Finance Intern
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Jun 2018 - Aug 2018
Manhattan, New York, United States • Interacted daily with Managing Partner - reviewing benefit and financial options for clients • Gathered contact information regarding client investments and managed database • Created client portfolios and recorded insurance benefit information for client access & tracking • Independently organized files and assisted in the daily operations of the company by interfacing with both internal and external clients • Assisted Managing Partner in supporting the preparation of… Show more • Interacted daily with Managing Partner - reviewing benefit and financial options for clients • Gathered contact information regarding client investments and managed database • Created client portfolios and recorded insurance benefit information for client access & tracking • Independently organized files and assisted in the daily operations of the company by interfacing with both internal and external clients • Assisted Managing Partner in supporting the preparation of illustrations and application packages for client meetings • Provided excellent support to increase client satisfaction Show less
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Education
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Mount Saint Mary College
Bachelor of Business Administration - BBA, Finance and Financial Management Services