Jonathan Billiot Location
- Austin, TX, US
Jonathan Billiot Work
- 2022 - now Family Office Captain @
- 2022 - now Co-Founder and COO @
- 2018 - 2022 Senior Project Manager @
- 2017 - 2019 Chief Compliance Officer @
- 2016 - 2018 Director of Client Services @
- 2014 - 2016 Senior Credit Analyst | Relationship Manager Training Program @
- 2012 - 2012 Regional Security Office Intern @
Jonathan Billiot Education
- Quantic School of Business and Technology
Master of Business Administration - MBA
2021 - 2022 - Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA) (Finance, Economics, & Public Aministration)
2009 - 2014 - Louisiana School for Math, Science, and the Arts (LSMSA)
High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
2007 - 2009
Jonathan Billiot Skills
- Organization Skills
- Planning Advice
- Insurance Planning
- Estate Planning
- Communication
- Account Administration
- Investment Advisory Services
- Financial Planning Software
- Series 65
- Financial Advisory
- Private Clients
- Business Relationship Management
- Certified Financial Planner
- Regulatory Compliance
- Compliance Program Management
- SOP Development
- Business Process Improvement
- Credit Underwriting
- Business Development
- Loan Administration
- Financial Statement Analysis
- Commercial Banking
- Commercial Real Estate Transactions
- Middle Market Lending
- Financial Modeling
- Entity Structuring
- Tax Planning
- Data Analysis
- Qualified Plan Design
- Financial strategy
- Financial Services
- Customer Service
- Public Speaking
- Financial Analysis
- Underwriting
- Middle Market
- Credit Analysis
- Event Planning
- Microsoft Excel
- Microsoft Word
- Finance
- Critical Thinking
- Analysis
- Management
- Leadership
- Microsoft Office
- Social Media
Jonathan Billiot Summary
- Jonathan Billiot, based in Austin, TX, US, is currently a Family Office Captain at Ark Financial. Jonathan Billiot brings experience from previous roles at Anthem Boutique and Ark Financial. Jonathan Billiot holds a 2021 - 2022 Master of Business Administration - MBA @ Quantic School of Business and Technology. With a robust skill set that includes Organization Skills, Planning Advice, Insurance Planning, Estate Planning, Communication and more. Jonathan Billiot has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jonathan Billiot
John Billiot
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Jonathan Billiot
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Top Ark Financial Employees
Kevin Mischnick
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Nathan Siewert
Associate Family Office Director
Austin, TX, US
Matthew Goff
Chief Investment Officer
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Chris Hildreth
General Counsel and Strategist
Austin, TX, US
Matt Moore
Family Office Director
Waco, TX, US
Israel Askew
Chief Strategist
San Antonio, TX, US
Suzanne Stevens
Client Services Associate
Dallas, TX, US
Virgie Bullie
Financial Services Professional
United States
Jonathan Billiot
Family Office Captain
Austin, TX, US
Cory Hatch
Ark Academy Manager
Austin, TX, US
Chris Wike
Family Office Director
Austin, TX, US
Jack Higginson
Family Office Advisor
Austin, TX, US
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