Jonathon Allen Email & Phone Number
Senior Vice President, Deposit Operations and Financial Services @ Wescom Credit Union
5 free lookup(s).
Jonathon Allen Location
- Anaheim, CA, US
Jonathon Allen Work
- 2017 - now Senior Vice President, Deposit Operations and Financial Services @
- 2024 - now AI and Financial Services Advisory Board @
- 2020 - now Board Member @
- 2013 - 2017 Group Executive, Senior Vice President @
- 2010 - 2013 National Sales Manager, Senior Vice President @
- 1996 - 2010 National Sales Manager, Senior Vice President @
- 1992 - 1996 Financial Consultant @
- 1990 - 1992 Branch Manager @
Jonathon Allen Education
- California State University-San Bernardino
(Business Administration)
1988 - 1990 - Southern Oregon University
(International Marketing)
1989 - 1989 - The Wharton School
(CEO Retreat)
2019null
Jonathon Allen Skills
- Series 24
- Wealth Management
- Series 7
- Retirement Planning
- Series 63
- Banking
- Sales Management
- Portfolio Management
- Mutual Funds
- Investments
- Financial Services
- Asset Management
- Financial Advisory
- Finance
- Risk Management
- Sales Management Coaching
- Asset Allocation
- Commercial Banking
- FINRA
- Private Banking
- Strategy
- Microsoft Office
- Account Management
Jonathon Allen Summary
- Jonathon Allen, based in Anaheim, CA, US, is currently a Senior Vice President, Deposit Operations and Financial Services at Wescom Financial. Jonathon Allen brings experience from previous roles at Multimodal, Bank Insurance and Securities Association (BISA), Citi and BancWest Investment Services. Jonathon Allen holds a 1988 - 1990 California State University-San Bernardino. With a robust skill set that includes Series 24, Wealth Management, Series 7, Retirement Planning, Series 63 and more. Jonathon Allen has 2 emails and 2 mobile phone numbers on RocketReach.
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Adriana Welch
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Mike Cederbaum
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Melissa Pederson
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Desigan Reddi
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