Any Question Please Contact Coach Witkop @SaintsMidget@gmail.com
Jon-Paul(JP) Witkop
Education Manhattanville College, Purchase, NY
Bachelor of Arts, 2014
Major: Finance Minor: Philosophy
GPA: 3.8
Hockey Related Activities U17 USA National Development Camp (2008)
Syracuse Stars Jr A – EJHL, now known as USPHL NCDC (2008-2010)
Grande Prairie Storm Jr A – Alberta Junior Hockey League (2010)
Merritt Centennials Jr A – British Columbia Hockey League (2011)
NCAA Men’s Ice Hockey, Manhattanville College (2011-2014)
ECAC West Hockey All-Academic Team (2011-2014)
Work Experience
Witkop Financial Group of Raymond James, San Diego, CA
Investment Advisor, April 2018 - Present
Specialize in wealth and investment management for NHL/AHL players as well as families and individuals throughout the US
Comprehensive financial/retirement planning for clients
Accredited Asset Management Specialist designation
Series 7, 65, and 63 licensed - CRD Number: 6591959
Life and Health Insurance Licensed (CA) - # 0M85778
LPL Financial, San Diego, CA
Financial Analyst, December 2016 - Present
Divisional financial support to Investor & Investment Solutions
Work with cross-functional business partners to understand and provide insights to monthly performance and forecasts
Presenting and reporting to senior management on financials
Preparing monthly executive packages and Operational volume forecasting
Fulfill ad-hoc requests to create financial models for new LPL initiatives (Integrated Advisor Office and Junior Advisor Program)
Algonquin Advisors, Greenwich, CT
Research Analyst, August 2014 – December 2016
$500M in assets under management specializing in servicing professional athletes, institutions, and ultra-high net worth families
Source new investment opportunities based on our firm’s top-down, macroeconomic investment approach
Ongoing review of investment managers and funds utilized within our hedge fund of funds, private equity fund of funds, and platform of long-only managers
Active contributor and voting member of the firm’s Investment Committee
Collaborate to tactically tilt client portfolios to take advantage of the macroeconomic landscape
Awards/Accomplishments
2013 MasterCard Worldwide Business Challenge Winner
Product Patent for Business Challenge Prototype – U.S. 14/086,693
Finished undergraduate degree in three years
ECAC West Hockey All-Academic Team 2011-2014
Manhattanville College Deans List 2011-2014
Manhattanville College Finance Award - awarded to top three students within finance program
Latin Honors, Cum Laude
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Topic: San Diego Saints Midget U16 AA Spring Clinics -Carlsbad (Read 7966 times)