Jon Keltner

Jon Keltner has a diverse work experience starting from 2013. Jon began their career at Fisher Investments, where they worked as an Investment Associate from July 2013 to August 2014. Jon then transitioned into the role of an Investment Counselor at the same company, where they worked from September 2014 to July 2015.

Following their time at Fisher Investments, Jon joined Stock Yards Bank & Trust as an Investment Advisor & Portfolio Manager in July 2015. Jon worked in this role until July 2017.

In 2018, Jon took on multiple consultant roles. Jon first worked as an MBA Consultant at Oracle, focusing on cloud strategy from March 2018 to April 2018. Later in the year, they joined Groove id as an MBA Consultant, assisting with business model design, business plan creation, and financial forecasting for Series A fundraising. Jon worked at Groove id from September 2018 to December 2018.

From February 2019 to May 2019, Jon worked as a part-time MBA Intern at Huron Capital. Jon then joined EY-Parthenon as a Consultant in July 2019 and worked there until December 2020.

Jon's most recent position is at Apex Service Partners, where they have held two roles. Jon started as a Corporate Development Manager in December 2020 and then transitioned to the role of Director Corporate Development in June 2022. Jon is currently employed at Apex Service Partners.

Overall, Jon has demonstrated versatility in various roles within the finance and consulting industries throughout their career.

Jon Keltner's education history includes a Master of Business Administration (MBA) from the University of Michigan - Stephen M. Ross School of Business, which they obtained from 2017 to 2019. Their MBA specialized in Strategy and Finance. Prior to that, they completed their Bachelor of Business Administration (B.B.A.) in Finance and Business Management at the University of Kentucky from 2009 to 2013. In 2012, they also attended Alliance Manchester Business School for a brief period to study Business Leadership and International Management, although they did not obtain a degree from this institution.

In addition to their formal education, Jon Keltner holds the certification of Microsoft Office Specialist (MOS) Certified, although the institution from which they obtained this certification is unspecified. Jon also obtained the Series 65 certification, which was granted by the Financial Industry Regulatory Authority (FINRA).