Jonathan Fichman

Fort Lauderdale, Florida, US

Jonathan's Skills
Business Development
Product Management
User Experience

Startup Experience

First time founder

Age Group


About Jonathan

Jonathan is a seasoned operations executive and entrepreneur with experience in the financial, government and non-profit sectors. His 20 plus years of senior leadership was refined across various global financial institutions, from a Wall Street consulting firm, to an innovative payment technology company, as well as a regionally significant local municipality.

Currently, Jonathan is engaged in assisting very early stage companies with strategy, capital raising, marketing, sales and many other key tasks in the development of new business. He enjoys rolling up his sleeves and diving into any project to further your business success. Jonathan has developed customized business plans tailored for capital fundraising (including venture capital) and strategic partnerships; streamlining operations, financial and sales best practices for forecasted corporate growth, and proprietary modeling, as well as the creation building financial models to show short-term and long-term predictive quantitative revenue growth.

During a decade at Bank of America/Merrill Lynch, Jonathan successfully led many international corporate initiatives, including setting up a fixed income trading desk in the Asia Pacific region. Additionally, he integrated and divested businesses for the global wealth management division, and implemented key revenue accelerators for financial advisors.

With The Township of Cherry Hill New Jersey, Jonathan authored a statewide purchasing card manual and implemented procedural guidelines that streamlined the efficiency of day-to-day municipal operations.

While at Actrade Financial Technologies, Jonathan created banking products that have become the best alternatives for short-term financing solutions. He also obtained multi-million-dollar evolving credit facilities, and developed a web-based processing mechanism for short-term borrowing. Additionally, Jonathan created a global marketing campaign that focused on banking and non-banking financials.

On Wall Street, with the Carson Group, Jonathan captured Fortune 100 companies as clients, and served as their senior analyst and advisor. With his pulse on the market, Jonathan aligned clients with large investors (buy side) and stock raters (sell side), to evaluate overall stock and corporate financial performance.

Jonathan received his MBA in Finance and Management from the University of Miami and his Bachelor’s Degree from The George Washington University. He holds a Six Sigma Black Belt accreditation and serves as a member on multiple non-profit boards.

Work Experience


C-Anax Venture and Advisory

March 2013 - Today

A management consulting company. The word "Anax" is Greek for king or lord & "C" in front of Anax simply stands for C-Suite. Assisting various companies (including early to mid-stage) with business needs.

Senior Vice President

Bank of America Merrill Lynch

June 2005 - June 2015

International Wealth Management Manage a $100 million budget for department sales & day-to-day international operations of 1600 persons.


George Washington University


1990 - 1994

University of Miami


2004 - 2006


Six Sigma Black Belt

Bank of America


Bank of America


FAU Tech Runway


Startup FIU