Jonathan Barrios

Senior Associate, Sales Development

2023 - Current

Associate, Lending & Trading

2022 - 2023

Associate, Lending

2022 - 2022

Data Analyst

2021 - 2022

Economic and Research Analyst

2019 - 2019

The James Madison Institute is a free-market think tank headquartered in Tallahassee, Florida and is a member of the State Policy Network. In this role, I gathered economic and statistical data from varying States in order to develop bi-weekly analysis reports highlighting macroeconomic trends and potential restraints of existing monetary policies. As a project leader, I condensed database research and analyzed policy parameters to explain the difference between targeted market structures of various countries in Asia, Latin America, and Europe.

FSU Sales Representative

2016 - 2019

Lifestylez Productions represents a variety of ski and snowboarding tours to college and alumni groups at discounted packages focused in North America and Switzerland. Retained as a sales representative for three years, selling a yearly collegiate ski-trip experience. Secured over $40,000 in total sales. Maintained a client retention rate of 92%, credited to my initiative in organizing my customer group’s travel plans, living accommodations, and general itinerary each year. Enhanced my fluency with targeted Google Ads and Facebook Marketing to educate sales team, averaging yearly sales of 17%.

Finance Associate

2018 - 2018

Associate for a wealth management team that managed a client investment portfolio of $200M. Responsibilities included assisting in new client acquisition, market research of retirement investment trends, and ongoing client management. Developed market projects that increased prospective client engagement by 22%. Gained proficiency in 401(k) rollovers, Annuities, IRA accounts, and 529 plans.