Jonathon Swanson

Account Executive at iConnect Inc

Jonathon Swanson has over 10 years of work experience in the financial sector. Jonathon started their career as a Manager at Longhorn Steakhouse in 2006 and then worked as a Financial Advisor at Edward Jones from 2008 to 2009. From 2009 to 2012, they worked at Fifth Third Securities as a Licensed Banker/Investment Representative, where they achieved top rankings and exceeded revenue goals. Jonathon then held positions at various banks, including Bank of America as Vice President, Small Business Banker from 2012 to 2013, Wells Fargo as Regional Bank Private Banker from 2013 to 2014, and Bank of the West as Senior Private Client Advisor I, Vice President from 2014 to 2016. Jonathon is currently working as an Account Executive at iConnect, starting in 2016. Throughout their career, they have demonstrated strong sales skills, leadership ability, and expertise in financial products and services.

Jonathon Swanson attended Saginaw Valley State University from 2001 to 2003, where they studied Business Administration and Management, General. After that, they went on to Grand Valley State University from 2003 to 2006, where they obtained a Bachelor of Science degree in Business Management and Tourism Systems. In addition to their degrees, Jonathon also obtained a certification in CWS from the Cannon Financial Institute in March 2016.

Links

Previous companies

Edward Jones logo
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Timeline

  • Account Executive

    July 1, 2016 - present