JB

Jon Beller

Director, Financial Services

Jon Beller is a Director of Financial Services with extensive experience in operational excellence and digital transformation, currently leading efforts at Coastal. From 2019 to 2025, they served as SVP, Director of Salesforce COE at First United Bank, driving significant efficiency gains and cost savings through strategic program ownership. Their past roles include managerial positions at McKesson, Washington Mutual, and Indymac Bank, where they championed best practices in change management and process improvement. Jon holds a Master's Degree from the University of Texas at Dallas and a Bachelor of Arts from Austin College.

Location

McKinney, United States

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