Jonathan Woznak
About Jonathan Woznak
Jonathan Woznak is a Regional Sales Executive at Practifi and Core10 in the Greater Chicago Area, with a background in investment and sales consulting.
Regional Sales Executive at Practifi
Currently, Jonathan Woznak holds the position of Sales Executive at Practifi in Chicago, Illinois. During his tenure, he successfully implemented a new CRM system that enhanced the efficiency of the sales team by 20%. His role involves overseeing sales operations, managing client relationships, and ensuring that sales strategies align with the company's objectives. His specialization in data governance helps ensure compliance and accuracy in sales data management.
Regional Sales Executive at Core10
Jonathan Woznak also works as a Regional Sales Executive at Core10 in the Greater Chicago Area. His major contribution includes developing a comprehensive sales planning strategy that led to a significant 15% increase in annual revenue. His data and analytics background supports his efforts in driving sales performance, and his consultative approach has been instrumental in building long-term, profitable business relationships.
Former Advisor Consultant at Nuveen Investments
Jonathan served as an Advisor Consultant at Nuveen Investments from 2014 to 2019. During these five years in the Greater Chicago Area, he focused on providing advisory services related to investment management. His responsibilities included consulting with clients, contributing to the development of investment strategies, and managing client portfolios.
Former Investment Specialist at J.P. Morgan Private Banking
Before his role at Nuveen Investments, Jonathan worked at J.P. Morgan Private Banking as an Investment Specialist from 2009 to 2014 in Chicago, IL. In this position, he specialized in investment strategies and portfolio management. His role required a high level of expertise in finance and investment, ensuring the effective management of client wealth.
Education Background
Jonathan Woznak studied at The Ohio State University and furthered his education at the Yale School of Management. At Yale, he specialized in Investment Management Theory & Practice, which laid the foundation for his expertise in investment strategies and sales management.