Jonathan Lefor Email & Phone Number
VP Balance Sheet Risk @ Corporate One Federal Credit Union
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Jonathan Lefor Location
- Columbus, OH, US
Jonathan Lefor Work
- VP Balance Sheet Risk @ (January 2025 - Present)
- AVP Credit Risk Manager @ (March 2022 - January 2025)
- Senior Investment Credit Analyst @ (August 2017 - March 2022)
- Investment Credit Analyst @ (August 2016 - August 2017)
- Paraplanner @ Comprehensive Wealth Partners a Financial Advisory Practice of Ameriprise Financ (July 2012 - January 2016)
- Paraplanner @ Montgomery and Associates, A private wealth advisory practice of Ameriprise Fina (February 2010 - June 2012)
- Financial Advisor @ (May 2008 - November 2009)
- Member Service Supervisor @ CME Federal Credit Union (May 2004 - April 2007)
Jonathan Lefor Education
- Ohio University
Master of Financial Economics (Financial Economics)
2011-2012 - Cedarville University
Bachelor of Arts (Political Science)
2001-2003 - Clark College
(General Studies)
1999-2001
Jonathan Lefor Skills
- Finance
- Asset Management
- Strategic Financial Planning
- Financial Planning
- Retirement Planning
- Risk Management
- Investments
- Wealth Management
- Mutual Funds
- Investment Strategies
- Series 7
- Leadership
- Asset Allocation
- Portfolio Management
- Financial Analysis
- Financial Services
- Securities
Jonathan Lefor Summary
- Jonathan Lefor, based in Columbus, OH, US, is currently a VP Balance Sheet Risk at Corporate One Federal Credit Union. Jonathan Lefor brings experience from previous roles at Corporate One Federal Credit Union and Comprehensive Wealth Partners a Financial Advisory Practice of Ameriprise Financ. Jonathan Lefor holds a 2011 - 2012 Master of Financial Economics in Financial Economics @ Ohio University. With a robust skill set that includes Finance, Asset Management, Strategic Financial Planning, Financial Planning, Retirement Planning and more. Jonathan Lefor has 5 emails and 3 mobile phone numbers on RocketReach.
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