Jonathan Kallensee

Jonathan Kallensee, CRPC®, has extensive experience in the investment and financial services industry, beginning with an internal wholesaler role at Columbia Management from May 2005 to December 2009, where responsibilities included promoting mutual funds across North Carolina, South Carolina, and Virginia. Following this, Jonathan served as Regional Vice President for Tri Channel Oklahoma and Arkansas, managing mutual fund sales to various financial firms. A stint as a Financial Advisor at Morgan Stanley, Inc. occurred between May 2005 and August 2006. From December 2013 to October 2025, Jonathan worked at Columbia Threadneedle Investments, US, where recognition included receiving the 2013 Broker Dealer Rising Star Award while serving as Regional Advisor Consultant and later as Senior Regional Advisor Consultant. Currently, Jonathan holds the position of Account Manager at PIMCO, starting in October 2025. Jonathan's academic background includes graduating from Western Carolina University.