Jonathan P. Straub
Directeur/Membre du Conseil chez OpenAdvisor Technologies, Inc.
Profil
Jonathan P.
Straub is currently a Director at OpenAdvisor Technologies, Inc. He was previously a Principal at FleetBoston Financial Corp.
and an Associate at Delta Tech Service, Inc. in 2003.
He received his undergraduate degree from Boston College and his graduate degree from Suffolk University.
Postes actifs de Jonathan P. Straub
| Sociétés | Poste | Début |
|---|---|---|
OpenAdvisor Technologies, Inc.
 OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022. | Directeur/Membre du Conseil | - |
Anciens postes connus de Jonathan P. Straub
| Sociétés | Poste | Fin |
|---|---|---|
Delta Tech Service, Inc.
 Delta Tech Service, Inc. Industrial SpecialtiesProcess Industries Delta Tech Service, Inc. provides chemical cleaning, process decontamination and oil flushing services. Its services include a wide range of industries including oil refining, chemical and petrochemical, power, pulp and paper, food and beverage and technology. The company was founded in 1970 and is headquartered in Benicia, CA. | Corporate Officer/Principal | 31/12/2003 |
FleetBoston Financial Corp.
 FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Corporate Officer/Principal | - |
Formation de Jonathan P. Straub
| Boston College | Undergraduate Degree |
| Suffolk University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Delta Tech Service, Inc.
Delta Tech Service, Inc. Industrial SpecialtiesProcess Industries Delta Tech Service, Inc. provides chemical cleaning, process decontamination and oil flushing services. Its services include a wide range of industries including oil refining, chemical and petrochemical, power, pulp and paper, food and beverage and technology. The company was founded in 1970 and is headquartered in Benicia, CA. | Process Industries |
FleetBoston Financial Corp.
FleetBoston Financial Corp. Major BanksFinance Headquartered in Boston, Fleet offers comprehensive investment management services to individuals with $1 million or more in assets. Investment advisors from Fleet Investment Advisors work as a team with relationship managers from Fleet Private Clients Group to provide integrated financial management that addresses the specific needs of individuals and families - from investment management to trust, retirement wealth management, credit, and banking services. Fleet National Bank is a wholly owned subsidiary of Fleet Boston Financial Corp. | Finance |
OpenAdvisor Technologies, Inc.
OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022. | Technology Services |