Jonathon Allen Email & Phone Number
Senior Vice President, Deposit Operations and Financial Services @ Wescom Credit Union
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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
(Captain Men's Tennis Team 1988-1990)
1988-1990 - Southern Oregon University
(International Marketing)
1989-1989 - The Wharton School
(CEO Retreat)
2019
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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Top Wescom Credit Union Employees
Darren Williams
President and CEO
Pasadena, CA, US
Gary Kokonyan
VP Business Analytics
Glendale, CA, US
Victor Lopez
Vice President - Branch Operations
Pasadena, CA, US
Maggie Pacheco
Vice President
United States
Stephanie Winkler
Vice President Human Resources
Whittier, CA, US
Mark Dy-Ragos
VP, CISO
Anaheim, CA, US
Jane Wood
COO and EVP
Pasadena, CA, US
Albert Chang
Vice President Marketing
Los Angeles, CA, US
Keith Pipes
EVP Finance and Financial Services
Pasadena, CA, US
Joseph Pellissery
CIO, Head of Technology, Digital and Payments
Los Angeles, CA, US
Adriana Welch
Senior Vice President, Branch Operations
Anaheim, CA, US
Eli Martinez
Vice President Digital Channels
California, United States
Connie Knox
President
Glendale, CA, US
Carina Hollis
Senior Vice President, General Counsel
Irvine, CA, US
Ralph Guerra
President
Yorba Linda, CA, US
Hashim Forrester
SVP Head of Remote Service Delivery Operations
Los Angeles, CA, US
Melissa Pederson
Chief Lending Officer and SVP Lending
Los Angeles, CA, US
Desigan Reddi
VP, IT Operations and Architecture
Lake Forest, CA, US
Ashley White
Senior Vice President, Chief Marketing Officer
Los Angeles, CA, US
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