Jonathan Wellum
Jonathan Wellum
Member for 4 months
4 ratings & reviews completed
Average rating:
Reputation: 40
| Title | Financial Analyst |
|---|---|
| Job Type | Analyst |
| Department | Finance and Accounting |
| Company | ROCKLINC Investment Partners Inc. |
| Industry | Investment Management |
| Size | 1-10 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
FactSet Workstation | 2 years | |
Morningstar Direct | 2 years | |
Quartr | 2 years | |
Microsoft Excel |
Badges
Pundit- Financial Risk Management
Pundit- Investment Portfolio Management
Pundit- Financial Research
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| FactSet Workstation | Oct 21, 2025 | Read Review | |
| Quartr | Oct 25, 2025 | ||
| Microsoft Excel | Oct 25, 2025 | ||
| Morningstar Direct | Oct 25, 2025 |