Jonathon Allen in

Jonathon Allen

Examiner · DISC type sc
AI & Financial Services Advisory Board at Multimodal
📍 Anaheim, California, United States

Jonathon Allen is a Senior Vice President at Wescom Financial, leading Wescom Financial Services, Wescom Insurance Services, and Deposit Operations. He has a distinguished career in financial services since 1990.

He is actively involved in community initiatives like Bike MS Bay to Bay, supporting the National Multiple Sclerosis Society. His posts also indicate an interest in recruiting and team building.

He was recognized as one of the Top 20 Program Managers in the Nation by Bank Investment Consultant Magazine in 2009.

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Experience
34 Years
Current Role
AI & Financial Services Advisory Board
Job Level
Leadership
Location
Anaheim, California, United States
Personality Overview

How Jonathon shows up

Tough To Convince
Overcautious
Status Quo Seeker

They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach.

Priorities

Topics Jonathon cares about

Deposit Operations
As SVP, he leads Deposit Operations at Wescom Financial and recently posted about a managerial opportunity in this area, highlighting its importance.
Financial Services Leadership
His career progression from Financial Advisor to National Sales Manager and now SVP demonstrates a strong focus on leadership in financial services.
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Career

Work history

9-2024
AI & Financial Services Advisory Board
Multimodal
3-2020
Board Member
Bank Insurance and Securities Association (BISA)
10-2017
Senior Vice President, Deposit Operations and Financial Services
Wescom Financial
5-2013 - 10-2017
Group Executive, Senior Vice President
Citi
12-2010 - 2-2013
National Sales Manager, Senior Vice President
BancWest Investment Services
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1988 - 1990
Business Administration
California State University-San Bernardino
1989 - 1989
International Marketing
Southern Oregon University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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