Jonathon Allen

AI & Financial Services Advisory Board

Jonathon Allen has worked in the financial services industry since 1990 and has held numerous leadership roles, including Senior Vice President at Wescom Financial since 2017. Jonathon previously served as Group Executive at Citi and National Sales Manager at BancWest Investment Services and UnionBanc Investment Services. Jonathon has a proven track record in recruiting top talent and leading successful teams across various financial sectors. Currently, Jonathon is a member of the AI & Financial Services Advisory Board and has served as a Board Member for the Bank Insurance and Securities Association since 2020. Jonathon's education includes a CEO Retreat at The Wharton School and degrees in Business Administration and International Marketing.

Location

Anaheim, United States

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