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 For both individual and institutional customers, Dominick & Dominick Advisors LLC (DDA) offers a range of financial services, including equity and fixed-income management, private equity, hedge funds and structured notes. A division of investment bank Dominick & Dominick, the firm is headquartered in New York City. | Portfolio Manager-Equities | 31/12/2014 |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/01/2009 |
B. Riley Wealth Management, Inc. (Investment Management)
 B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
T.R. Winston & Co., Inc.
 T.R. Winston & Co., Inc. Investment Banks/BrokersFinance T.R. Winston & Co., Inc. provides investment banking and securities brokerage services. The firm also provides advisory and financial services to healthcare industry. The company is headquartered in Bedminster, NJ. | Corporate Officer/Principal | - |
Training of Jonathan Greene
| Hofstra University | Masters Business Admin |
| State University of New York at Buffalo | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Dominick & Dominick LLC (Investment Management)
Dominick & Dominick LLC (Investment Management) Investment ManagersFinance For both individual and institutional customers, Dominick & Dominick Advisors LLC (DDA) offers a range of financial services, including equity and fixed-income management, private equity, hedge funds and structured notes. A division of investment bank Dominick & Dominick, the firm is headquartered in New York City. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
T.R. Winston & Co., Inc.
T.R. Winston & Co., Inc. Investment Banks/BrokersFinance T.R. Winston & Co., Inc. provides investment banking and securities brokerage services. The firm also provides advisory and financial services to healthcare industry. The company is headquartered in Bedminster, NJ. | Finance |
Prime Charter Ltd
 Prime Charter Ltd Financial ConglomeratesFinance Part of Oppenheimer Holdings, Inc., Prime Charter Ltd offers investment banking and securities services. The company is based in New York, NY. The company was founded by Russell M. Fiske. | Finance |
BlueStone Capital Corp.
 BlueStone Capital Corp. Investment Banks/BrokersFinance BlueStone Capital Corp. provided investment banking and brokerage services. The company was headquartered in New York, NY. | Finance |
| Fahnestock & Co., Inc. | Finance |
B. Riley Wealth Management, Inc. (Investment Management)
B. Riley Wealth Management, Inc. (Investment Management) Investment ManagersFinance B. Riley Wealth Management, Inc. (Investment Management) (BRWM-IM) is the asset management division of B. Riley Wealth Management, Inc., a brokerage firm headquartered in Memphis, Tennessee. The firm was founded in 1996 as Wunderlich Securities, Inc. They are ultimately held by B. Riley Financial, Inc. (NASDAQ: RILY). BRWM-IM provides investment advisory services to individuals, high net worth individuals, pension plans, profit-sharing plans, 401(k) plans, wrap programs, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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