Jonathan Schefer

Senior Debt Advisor at United Debt Settlement LLC
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Contact Information
us****@****om
(386) 825-5501
Location
New York City Metropolitan Area

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Debt Advisor
      • Feb 2023 - Present

      Manhattan, New York, United States

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Funding Manager
      • Jan 2022 - Nov 2022

      Melville, New York, United States

    • United States
    • Insurance
    • 700 & Above Employee
    • Sales Representative
      • Dec 2020 - Jan 2022

      Smithtown, New York, United States

    • United States
    • Insurance
    • 1 - 100 Employee
    • Sales Representative
      • May 2020 - Dec 2020

      Melville, New York, United States

    • United States
    • Software Development
    • 700 & Above Employee
    • Intern
      • May 2019 - Aug 2019

      Melville, New York, United States

    • Finance Intern
      • 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

Education

  • Mount Saint Mary College
    Bachelor of Business Administration - BBA, Finance and Financial Management Services
    2015 - 2019

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