Jonathan Runyambo
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Jonathan Runyambo Email & Phone Number

Financial and Retirement Plan Associate at Daybreak Financial Partners
Location: Raleigh, North Carolina, United States 8 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Role
Financial and Retirement Plan Associate
Location
Raleigh, North Carolina, United States
Company size

Who is Jonathan Runyambo? Overview

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Quick answer

Jonathan Runyambo is listed as Financial and Retirement Plan Associate at Daybreak Financial Partners, a company with 621 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Runyambo.

Jonathan Runyambo previously worked as Associate II at Captrust and Institutional Vendor Analysis | Associate I at Captrust. Jonathan Runyambo holds Bachelor Of Arts - Ba, Economics from North Carolina State University.

Company email context

Email format at Daybreak Financial Partners

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Daybreak Financial Partners

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Profile bio

About Jonathan Runyambo

I am a dynamic and results-driven professional with over 5 years of experience in vendor management, financial analysis, strategic marketing, and business consulting. I have saved $300,000 annually for a $3 billion+ retirement plan and increased website traffic by 37% through targeted SEO and ads. My skills in SAS, advanced Excel, Microsoft Office, Descript, and Adobe Creative Suite support my strategic and innovative approach to problem-solving. Fluent in Swahili and proficient in Kinyarwanda, I bring a multicultural perspective. Passionate about finance, fintech, and continuous improvement, I am eager to leverage my expertise to drive growth and innovation. Let's connect to explore how I can contribute to your organization's success!

Listed skills include Leadership, Microsoft Office, Data Analysis, Analytical Skills, and 12 others.

Current workplace

Jonathan Runyambo's current company

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Daybreak Financial Partners
Daybreak Financial Partners
Financial and Retirement Plan Associate
Raleigh, NC, US
Employees
621
AeroLeads page
8 roles

Jonathan Runyambo work experience

A career timeline built from the work history available for this profile.

Associate Ii

Current

Raleigh, North Carolina, United States

Jan 2024 - Present

Institutional Vendor Analysis | Associate I

Raleigh, North Carolina, United States

  • Drove over $300,000 annual cost savings for a $3 billion+ 403(b) retirement plan through in-depth vendor analysis and benchmarking.
  • Implemented comprehensive fee benchmarking strategies for institutional clients with assets ranging from $100 million to $2 billion+.
  • Designed and executed financial strategies for institutional clients, optimizing recordkeeping fees.
  • Assisted in service provider selection for over 100 plan sponsors and prospects, enhancing retirement plan optimization.
  • Educated financial advisors on industry regulations and best practices, including knowledge of 408(b)(2) fee disclosures for various recordkeeping service providers enabling effective analysis and optimization of.
  • Benchmarked various retirement plans including: 401(k), 403(b), 401(a), 457, PSP, ESOP and more.
May 2022 - Jan 2024

Facility Operations Supervisor

  • Led the coordination and setup of 20+ successful events within Carmichael Complex, including various satellite facilities that generated over $100,000 in annual revenue and increased untilization of the facilities.
  • Managed daily operations of a 350,000 sq. ft. complex, leading a team of 8-12 staff members per shift.
  • Effectively managed complex through a $45 million addition and renovation project.
  • Provided exceptional customer service to ensure customer satisfaction and repeat business.
Mar 2020 - Jun 2022

Facility Operations Specialist

Raleigh-Durham, North Carolina Area

  • Complete preventative maintenance on all facility spaces in Carmichael Complex
  • Responsible for offering outstanding customer service and conduct facility audits including risk management, facility enhancement, and functionality
Sep 2019 - Mar 2020

Penstate Single

Raleigh, North Carolina, United States

  • Overhauled website design and functionality using WordPress, escalating online visibility by 60% and customer acquisition by 35%.
  • Implemented client onboarding process, improving overall efficiency.
  • Secured website hosting and optimized SEO, resulting in 90% of target keywords on first page of Google search results.
  • Developed and helped implement pricing structure for services, resulting in a 15% increase in revenue.
  • Assisted in the creation of a comprehensive marketing strategy, resulting in an increase in sales.
Dec 2021 - Apr 2022

Yellow House Builders

Raleigh, North Carolina, United States

  • Conducted comprehensive market research and technical support, contributing to a 37% surge in website traffic.
  • Collaborated with the CEO to develop a comprehensive business plan and authored compelling business proposals.
  • Devised targeted Facebook advertising campaigns, yielding $17,000 in revenue and a 45% increase in qualified leads.
Sep 2021 - Nov 2021

Financial Analyst Intern

Ideashack Inc.

Durham, North Carolina, United States

  • Assisted supply chain operation by creating purchase orders and payment application
  • Audited reimbursement receipts, claims and compiled electronic records of company cash flow
  • Processed cash receipts and verified transaction dates to ensure proper revenue cut-off
  • Created multiple cash flow analyses models to understand the company's strongest periods of the month
Jun 2019 - Aug 2019
Team & coworkers

Colleagues at Daybreak Financial Partners

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

2 education records

Jonathan Runyambo education

FAQ

Frequently asked questions about Jonathan Runyambo

Quick answers generated from the profile data available on this page.

What company does Jonathan Runyambo work for?

Jonathan Runyambo works for Daybreak Financial Partners.

What is Jonathan Runyambo's role at Daybreak Financial Partners?

Jonathan Runyambo is listed as Financial and Retirement Plan Associate at Daybreak Financial Partners.

Where is Jonathan Runyambo based?

Jonathan Runyambo is based in Raleigh, North Carolina, United States while working with Daybreak Financial Partners.

What companies has Jonathan Runyambo worked for?

Jonathan Runyambo has worked for Daybreak Financial Partners, Captrust, North Carolina State University, Business Consultant, and Ideashack Inc..

Who are Jonathan Runyambo's colleagues at Daybreak Financial Partners?

Jonathan Runyambo's colleagues at Daybreak Financial Partners include Kevin Fieldman, Jeffrey Heasley, Aif®, Ppc®, Susannah Harscher (Jones), Luke H., and Megan Loftin, Cfp®.

How can I contact Jonathan Runyambo?

You can use AeroLeads to view verified contact signals for Jonathan Runyambo at Daybreak Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Runyambo attend?

Jonathan Runyambo holds Bachelor Of Arts - Ba, Economics from North Carolina State University.

What skills is Jonathan Runyambo known for?

Jonathan Runyambo is listed with skills including Leadership, Microsoft Office, Data Analysis, Analytical Skills, Video Production, Research, Microsoft Excel, and Communication.

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