Jonathon Allen

Examiner
DISC Type : sc

AI & Financial Services Advisory Board at Multimodal

Anaheim, California, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Team Building
His introduction states a successful track record in recruiting and building the best teams of Advisors and Managers in the financial services industry.

Media Appearances

Jonathon has no verified media appearances

Work History

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

Education

1988 - 1990
Business Administration from California State University-San Bernardino
1989 - 1989
International Marketing from Southern Oregon University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Anaheim, California, United States Job Level : Leadership Designation : AI & Financial Services Advisory Board at Multimodal
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Insights For Selling To Jonathon

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathon is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jonathon

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jonathon move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jonathon take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jonathon

Personality Compatibility


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