Jon Vance Email & Phone Number
Balance Sheet Management Analyst - Senior AVP @ Wells Fargo
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Jon Vance Location
- Charlotte, NC, US
Jon Vance Work
- Balance Sheet Management Analyst - Senior AVP @ (August 2026 - Present)
- Product Manager - Commercial Supply Chain Finance @ (May 2026 - July 2026)
- Senior Principal Product Manager - Oracle ALM @ (April 2015 - September 2025)
- QRM Risk Systems Specialist @ AIB (April 2013 - March 2015)
- QRM Stress Testing Forecast Analyst @ (May 2011 - April 2013)
- Data Analysis Manager @ (July 2010 - May 2011)
- ALM QRM Data Analysis Manager @ (June 2009 - July 2010)
- Sr. Asset-Liability Analyst @ (June 2004 - April 2009)
- Consultant @ Farmers and Merchants State Bank (January 2001 - January 2002)
- Bank Examiner @ Idaho Department of Finance (April 2000 - April 2001)
- Training Coordinator @ (March 1996 - April 2000)
Jon Vance Education
- UW Foster School of Business
Master of Business Administration (M.B.A.) (Strategy, Marketing, IS)
2002-2004 - Boise State University
BBA (Finance)
1996-2000 - Meridian High School 1989-1993
Jon Vance Skills
- ALM
- Access
- Accounting
- Analysis
- Analytics
- Artificial Intelligence (AI)
- Artificial Intelligence for Business
- Asset liability risk management
- Balance sheet management
- Banking
- Basel II
- Big Data Analytics
- Bloomberg
- Business Analysis
- Business Analytics
- Business Development
- Business Intelligence
- Calculus
- Change Control
- Corporate Finance
- Credit
- Credit Risk
- Data Analysis
- Data Visualization
- Derivatives
- Excel
- Finance
- Financial Analysis
- Financial Forecasting
- Financial Modeling
- Financial Planning
- Financial Risk
- Financial Services
- Financial Statement Analysis
- Financial Statements
- Fixed Income
- Forecasting
- Funds Transfer Pricing
- Future Trends
- Generative AI
- Interest Rate Risk Management
- Linear Algebra
- MDX
- Machine Learning
- Management
- Market Risk
- Microsoft Excel
- Microsoft PowerPoint
- Model Validation
- Moody's Online ALM
- OLAP
- Oracle OFSAA ALM
- Portfolio Management
- Probability
- Process Engineering
- Process Improvement
- Product Management
- Python (Programming Language)
- QRM
- QRM Quantitative Risk Management
- Quantitative Analytics
- Quantitative Risk Analysis
- Report Generation
- Risk Management
- SQL
- Software Development
- Statistical Analysis
- Strategic Financial Planning
- Strategy
- Stress Testing
- Structured Finance
- Team Leadership
- Technical Documentation
- Training & Development
- Treasury
- Treasury Management
- VBA
- Valuation
- Wolfram Language
- Development
- Social Media
- Training and Development
- We Offer Made To Measure Suits Online That Are Delivered To Your Doorstep
- Training &Amp
- Liability
- Training
- Strategic Financial
- Interest Rate Risk
Jon Vance Summary
- Jon Vance, based in Charlotte, NC, US, is currently a Balance Sheet Management Analyst - Senior AVP at Wells Fargo. Jon Vance brings experience from previous roles at Wells Fargo, Oracle, AIB and Ally Financial Inc.. Jon Vance holds a 2002 - 2004 Master of Business Administration (M.B.A.) in Strategy, Marketing, IS @ UW Foster School of Business. With a robust skill set that includes ALM, Access, Accounting, Analysis, Analytics and more. Jon Vance has 2 emails and 3 mobile phone numbers on RocketReach.
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