Chief Financial Officer @ Osaic (April 2020 - October 2024)
Chief Financial Officer @ (January 2016 - April 2020)
Chief Financial Officer @ (August 2014 - December 2015)
Chief Financial Officer @ (October 2010 - July 2014)
Managing Director @ Milestone Advisors (January 2009 - January 2010)
Senior Vice President @ (January 2007 - January 2008)
Chief Financial Officer @ ResMAE Mortgage Company (January 2003 - January 2007)
CFO @ ePolicy Solutions, Inc (January 2000 - January 2003)
CFO @ Netgateway, Inc (January 2000 - January 2000)
VP and Treasurer @ Long Beach Mortgage Company (January 1998 - January 2000)
VP and Treasurer @ Avco Financial Services, Inc (January 1996 - January 1998)
Vice President @ (January 1993 - January 1996)
Vice President @ First Interstate Bank, Ltd. (January 1985 - January 1993)
Jon F. Education
USC Marshall School of Business
MBA (Finance)
1983-1985
University of California, Berkeley
BA (Economics)
1978-1982
Jon F. Skills
Banking
Capital Markets
Corporate Finance
Equities
Finance
Financial Services
Investment Banking
Loans
Mergers & Acquisitions
Private Equity
Restructuring
Risk Management
Start-ups
Valuation
Venture Capital
Start Ups
Mergers and Acquisitions
Jon F. Summary
Jon F., based in Newport Beach, CA, US, is currently a Chief Financial Officer at Beacon Pointe. Jon F. brings experience from previous roles at Osaic, United Capital Financial Advisers, LLC, loanDepot and Cetera Financial Group. Jon F. holds a 1983 - 1985 MBA in Finance @ USC Marshall School of Business. With a robust skill set that includes Banking, Capital Markets, Corporate Finance, Equities, Finance and more. Jon F. has 2 emails and 3 mobile phone numbers on RocketReach.
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