Directory
>
Jonathon Allen
Jonathon Allen
Board Member | BISA
Anaheim, California, United States
Jonathon Allen
Summary
Jonathon Allen is a seasoned financial services professional with over three decades of experience in the industry. He has held various leadership roles, including President of Wescom Financial Services, where he oversees multiple business lines. His career highlights include being recognized as one of the Top 20 Program Managers in the Nation by Bank Investment Consultant Magazine in 2009. Jonathon has a strong background in team building and sales management, having successfully led teams across multiple states. He is actively involved in several internal committees focused on diversity, equity, and inclusion, as well as project management. Jonathon's educational background includes studies at The Wharton School and California State University-San Bernardino. He is passionate about financial advisory and wealth management, and he continues to drive innovation in the financial services sector.
Jonathon Allen
Work Experience
Board Member at
BISA
March 2020 - Present
Senior Vice President, Deposit Operations and Financial Services at
Wescom Central Credit Union
October 2017 - Present
Group Executive, Senior Vice President at
Citi
May 2013 - October 2017
National Sales Manager, Senior Vice President at
BMO
December 2010 - February 2013
National Sales Manager, Senior Vice President at
U.S. Bancorp Advisors, LLC
October 1996 - April 2010
Financial Consultant at
Atlas Securities
July 1992 - October 1996
Branch Manager at
World Savings
July 1990 - July 1992
Jonathon Allen
Education
Wharton School
January 2019
California State University, San Bernardino
January 1988 - January 1990
January 1989 - January 1989
Frequently Asked Questions about Jonathon Allen
What is Jonathon Allen email address?
Jonathon Allen's primary email address is ******@bisanet.org. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jonathon Allen work for?
Jonathon Allen is a Board Member at BISA, a company specializing in Security brokers & dealers.
Where Jonathon Allen graduated from?
Jonathon Allen holds a degree in Ceo Retreat from Wharton School.
How can I directly contact Jonathon Allen?
To contact Jonathon Allen directly, you can use the email address ******@bisanet.org. Complete contact information is available upon registration with Muraena.
Who is Jonathon Allen?
Jonathon Allen is a seasoned financial services professional with over three decades of experience in the industry. He has held various leadership roles, including President of Wescom Financial Services, where he oversees multiple business lines. His career highlights include being recognized as one of the Top 20 Program Managers in the Nation by Bank Investment Consultant Magazine in 2009. Jonathon has a strong background in team building and sales management, having successfully led teams across multiple states. He is actively involved in several internal committees focused on diversity, equity, and inclusion, as well as project management. Jonathon's educational background includes studies at The Wharton School and California State University-San Bernardino. He is passionate about financial advisory and wealth management, and he continues to drive innovation in the financial services sector.
Jonathon`s contact details
******@bisanet.org
******@wescom.org
Colleagues
Divisional President