Jon Ekoniak Email & Phone Number

Senior Wealth Advisor @ Focus Partners Wealth

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Jon Ekoniak Location

Menlo Park, CA, US

Jon Ekoniak Work

2025 - now Senior Wealth Advisor @ Focus Partners Wealth
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2018 - 2025 Managing Partner and Sr. Wealth Advisor @ Bordeaux Wealth Advisors
2015 - 2017 Sr. Managing Director @ Charles Schwab

2003 - 2014 Vice President, Product Marketing and Sales Strategy and Sales and Business Development @ Oracle
1999 - 2002 Senior Equity Analyst, Software @ Piper Jaffray
1997 - 1999 Equity Analyst, Software @ Robertson Stephens
1993 - 1995 Business Consultant and Peace Corps Volunteer @ U.S. Peace Corps
1989 - 1993 Consultant @ Andersen Consulting (Accenture)

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Jon Ekoniak Education

Stanford University Graduate School of Business
MBA
1995 - 1997
Loyola Marymount University
BBA (Finance & Economics)
1985 - 1989

Jon Ekoniak Skills

Leadership
Product Marketing
Customer Experience

Consulting
Social Media
Strategic Partnerships
Financial Modeling
Business Development
Investments
Sales Enablement

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Jon Ekoniak Summary

Jon Ekoniak, based in Menlo Park, CA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Jon Ekoniak brings experience from previous roles at Bordeaux Wealth Advisors, Charles Schwab, Oracle and Piper Jaffray. Jon Ekoniak holds a 1995 - 1997 MBA @ Stanford University Graduate School of Business. With a robust skill set that includes Leadership, Product Marketing, Customer Experience, Consulting, Social Media and more. Jon Ekoniak has 8 emails and 2 mobile phone numbers on RocketReach.

Jon Ekoniak Emails

Found 8 emails

Jon Ekoniak Phone Numbers

Found 6 phone numbers

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Top Focus Partners Wealth Employees

Justin Ferri

President at Focus Partners Wealth

Boulder, CO, US
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Dhruv Gupta

Chief Financial Officer at Focus Partners Wealth

New York, NY, US
2
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John Paduano

Managing Director, Senior Portfolio Manager at Focus Partners Wealth

New York, NY, US
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Jonathan Lee

Managing Director, Research at Focus Partners Wealth

New York, NY, US
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2
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Garry Taylor

Managing Director at Focus Partners Wealth

New York, NY, US
2
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2
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Nick Giacoumakis

Managing Director and Senior Wealth Adivosr at Focus Partners Wealth

Windham, NH, US
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Kristi de Grys

Managing Director, Investments at Focus Partners Wealth

Kirkland, WA, US
2
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1
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Neil Campbell

Managing Director at Focus Partners Wealth

Atlanta, GA, US
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Michael Green

Managing Director and Senior Wealth Advisor at Focus Partners Wealth

Parsippany-Troy Hills, NJ, US
1
- focuspartners.com
1
- +1 973-605-XXXX

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