Jonathan Billiot Location
- Austin, TX, US
Jonathan Billiot Work
- 2022 -now Family Office Captain @
- 2018 -2022 Senior Project Manager @
- 2017 -2019 Chief Compliance Officer @
- 2016 -2018 Director of Client Services @
- 2022 -now Co-Founder and COO @
- 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 Ark Financial and Anthem Boutique. 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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