Prior to joining The Moody Street Group in 2023 as a financial professional Jonathan had over five years of experience in the tech industry where he had a proven track record of success in managing complex operations for large tech companies. He was adept at developing and executing strategies to improve efficiency and profitability enabling him to develop a deep understanding of the financials and operations in the technology field. This experience and a passion for financial knowledge motivated him to enter the Financial Services Industry. With The Moody Street Group he is able to help individuals, business owners and executives develop and implement Creative Values-Based Financial Strategies and Economics Based Principals to assist in working towards their personal and business goals and optimum outcomes.
A graduate of Bay State College and resident of Canton Ma he is an avid golfer and accomplished pianist.