Jonathan is a veteran of the BOLI/COLI and executive benefits marketplace, having worked in the market since its infancy in the early 1990’s. He has extensive experience with product design and BOLI/COLI implementation and administration. Jonathan has developed a nationwide client base and currently leads sales and administrative efforts for the Western region of the U.S. He has in-depth knowledge and experience working with both U.S. and international banking organizations.
Jonathan holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, is a Registered Securities Representative, and a licensed insurance representative.