Jon Finn is a Senior Vice President at CAIS, specializing in Client Operations and Advisor Services. With an entrepreneurial mindset, they possess a robust background in Investor Relations and Relationship Management, championing innovation within the Financial Services industry. Previously, Jon served as a Relationship Manager at CW Advisors and worked as a Finance Manager at Heartland Waste Solutions, Inc. They also completed a Wealth Management internship at The Mather Group. Currently, Jon is pursuing dual BBA degrees in Finance and Economics at The University of Iowa Tippie College of Business, both with University Honors.
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