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Jonathan Needham

John Carroll University, Class of 2018
From Buffalo, NY
I am a senior student-athlete at John Carroll University majoring in Finance. My passions include all things related to business and the business world of sports. My work ethic, leadership, and time management skills have all helped me develop myself as the aspiring business professional I am today. I have plenty of knowledge about financial analysis, credit analysis, and business organizations overall from my time in the Boler School of Business as well as my past experiences with The Financial Guys and KeyBank. I will be looking to attain more skills and knowledge through a future career in the financial industry and continue to develop my diverse working background.
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Jonathan Needham named to Spring 2018 Dean's List at John Carroll University

Jonathan Needham has been named to the Dean's List at John Carroll University for the Spring 2018 semester. Students eligible for the Dean's List must have completed a minimum of 12 semester hours...

July, 09 2018 - Verified by John Carroll University
Jonathan Needham recognized as a scholar athlete

The John Carroll University Department of Athletics recognizes the exceptional academic achievements of student-athletes representing 23 varsity sports each year. Jonathan Needham is among the stu...

June, 07 2018 - Verified by John Carroll University
Jonathan Needham is a 2018 John Carroll University graduate

Jonathan Needham graduated from John Carroll University on May 20, 2018 with a degree in: Finance. The University awarded 701 bachelor's and 197 master's degrees.

May, 31 2018 - Verified by John Carroll University
Jonathan Needham is a 2017-18 Boler School of Business scholarship winner

Jonathan Needham is a recipent of the Jason and Michelle Stevens Scholarship in Finance for the 2017-18 academic year. The Boler School of Business offers a select number of scholarship opportuni...

March, 19 2018 - Verified by John Carroll University
Jonathan Needham earns recognition as a "scholar athlete" at John Carroll

Jonathan Needham is among 235 student athletes at John Carroll University to earn a 3.25 GPA or higher during the 2016-17 academic year. Each year the Department of Athletics at John Carroll recog...

May, 18 2017 - Verified by John Carroll University
Jonathan Needham Makes the Spring 2016 Dean's List at John Carroll University

John Carroll University proudly congratulates Jonathan Needham for being named to the Spring 2016 Dean's List. Students eligible for the Dean's List must have completed a minimum of 12 semester ho...

August, 12 2016 - Verified by John Carroll University
Fundamentum Intern at Stratos Wealth Partners
Internal Asset Management Division of Stratos Wealth Partners Perform security analysis on certain equities and mutual funds alongside the Investment Committee Contact advisors regarding client paperwork and the accuracy of client documents Assist advisors in operating the Fundamentum Dashboard which allows advisors to manage accounts and access marketing materials Create scorecards on a monthly basis to rank funds that each model portfolio is invested in Teach advisors on Orion Client Portal to ensure full accessibility for their clients
December 2017 - Present

Dean's List 2 Academic Award 2 Scholarship Graduation

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