Director of Investments, Retirement Planning and Strategy @ Burton Financial (August 2019 - March 2023)
Administrator @ (August 2022 - Present)
Director of Investments, Planning and Strategy @ Burton Financial (August 2019 - March 2023)
Financial Analyst • Program Cost Schedule Control @ (June 2019 - August 2019)
Technician @ Mellor Engineering (March 2016 - June 2019)
Technician @ (February 2015 - March 2016)
Jon Workman Education
Weber State University
Finance (Finance)
2015-2019
Jon Workman Skills
Hazardous Materials
Private Equity
Tax Planning Strategies
Life Insurance
Investment Strategies
Estate Planning
Retirement Planning
Portfolio Management
Expense Management
Budget Management
Cost Management
Cost Reduction
Compensation & Benefits
Business Strategy
Healthcare Management
Operations Management
Referral Development
Marketing
Marketing Strategy
Project Management
Human Resources (HR)
Medical Practice Management
Office Administration
Team Leadership
Communication
Microsoft Office
Environmental Compliance
Quality Assurance
Microsoft Excel
Hazardous Waste Management
RCRA
Cryptocurrency
Blockchain
Cost Accounting
Financial Operations
Financial Analysis
Business Analysis
Alternative Investments
Jon Workman Summary
Jon Workman, based in Lancaster, PA, US, is currently a Chief Operating Officer at Conestoga Oral Surgery. Jon Workman brings experience from previous roles at Burton Financial, Conestoga Oral Surgery and Northrop Grumman. Jon Workman holds a 2015 - 2019 Finance in Finance @ Weber State University. With a robust skill set that includes Hazardous Materials, Private Equity, Tax Planning Strategies, Life Insurance, Investment Strategies and more. Jon Workman has 1 emails and 2 mobile phone numbers on RocketReach.
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