Jonathan Fuller
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Jonathan Fuller Email & Phone Number

Manager, Portfolio Strategy at Savant Wealth Management
Location: Greater Rockford Area, United States 10 work roles 3 schools
2 work emails found @savantcapital.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email j****@savantcapital.com
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Current company
Role
Manager, Portfolio Strategy
Location
Greater Rockford Area, United States
Company size

Who is Jonathan Fuller? Overview

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Quick answer

Jonathan Fuller is listed as Manager, Portfolio Strategy at Savant Wealth Management, a with 488 employees, based in Greater Rockford Area, United States. AeroLeads shows a work email signal at savantcapital.com and a matched LinkedIn profile for Jonathan Fuller.

Jonathan Fuller previously worked as Senior Analyst, Portfolio Strategy at Savant Wealth Management and Investment Research Analyst at Savant Wealth Management. Jonathan Fuller holds Bachelor’S Degree, Business Economics from Beloit College.

Company email context

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{first}.{last}@savantcapital.com
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Profile bio

About Jonathan Fuller

Jonathan Fuller is a Manager, Portfolio Strategy at Savant Wealth Management. He possess expertise in public speaking, microsoft excel, powerpoint, customer service, microsoft office and 8 more skills.

Listed skills include Public Speaking, Microsoft Excel, Powerpoint, Customer Service, and 9 others.

Current workplace

Jonathan Fuller's current company

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Savant Wealth Management
Savant Wealth Management
Manager, Portfolio Strategy
Rockford, IL, US
Employees
488
AeroLeads page
10 roles

Jonathan Fuller work experience

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

Development Call Center Manager

Janesville/Beloit, Wisconsin Area

I was hired to oversee the transition of the Beloit College Phonathon program from an externally managed program to an internal program run solely within our Development team. The focus of my work was transforming the Phonathon program from a tool used purely for fundraising, into a multi-purpose channel that contributes to fundraising, stewardship, and donor engagement. Notable Accomplishments:-Increased YoY donor fulfillment through phone channels by over 40% in one year.-Improved prospect contact rate from 1 per 22 calls to 1 per 14 calls in the first year.-Reduced our cost per dollar earned from call center operations by approximately 10%.My primary responsibilities included:-Hiring, training and managing 20+ employees-Writing caller scripts/training materials/updates on Beloit College activities-Pre-campaign analysis to determine segmentation, messaging, and goals-One on one coaching of employees to improve call quality-Post-campaign analysis focused on process improvement and data integrity-Collaboration with other departments to share information relevant to specific constituent groups-Responsible for identifying donors with major giving or bequest giving capacityAdditional responsibilities and projects:-Calculating prospect ask amounts based on past giving metrics-Implementation of new call center software-Designing and carrying out survey calling for other college departments-Coordinating the Alumni Board recognition committee efforts to select alumni award recipients-Organizing class Reunion Committees

Jun 2016 - Jun 2017

Co-Founder & Cfo

The Snack Shack

Janesville/Beloit, Wisconsin Area

I co-founded, operated, and managed a convenience store on my college's campus. My two partners and I operated this business for four semesters, during which we were able to more than double our revenue each semester. We did this by surveying our customer base to find market gaps, consistently adding product offerings to fill these gaps, and negotiating deals with premium vendors to allow us to sell signature items that could not be obtained anywhere else in Beloit. We also achieved greater than a 50% share of our total addressable market on our college campus through various marketing and outreach strategies as well as promotional events.This business model proved successful enough to win us a grant to attend the Collegiate Entrepreneurs Organization conference in the Fall of 2014. During our senior year, my partners and I made a deal with a group of younger students to mentor them and teach them to run the business after we graduated in return for a set profit-sharing plan. My personal responsibilities included: - Managing inventory, developing pricing strategies, and financial record keeping- Using sales data to forecast demand- Fulfilling orders and ensuring customer satisfaction- Developed a receipt and sales tracking system- Designing and carrying out surveys-Negotiating deals to provide food offerings at specific Beloit College events

Jan 2014 - Dec 2015

Strategy/Business Development Intern

Portland, Maine Area

This position was a summer internship working within the Strategy and Business Development Team at the Council on International Educational Exchange. The primary focus of my internship was an independent project performing in-depth market analysis on the travel patterns and preferences of the baby boomer generation. I used this research to shape and present a business plan to company executives for launching a series of International Experiential Learning programs. Some of the key responsibilities and outcomes of my project included:- Large scale data collection and analysis to produce an accurate market snapshot- Modeling a complete business plan for a series of market expansion programs- Planning a pilot program to Cuba and proposing multiple options for program expansion- Produced a written report summarizing my findings for company executives- Gave a final presentation on my findings and proposals which was presented to company executives and broadcast internationally for remote staff

Jun 2015 - Aug 2015

Quality Assurance Technician

Darien, Wisconsin

In my role as a QA Technician I was responsible for overseeing quality control across multiple operational lines. The primary tasks performed included conducting hourly quality assurance tests and entering the results into corresponding software programs to ensure quality standards were met. Other duties included performing pre-operation checks to make sure appropriate sanitation standards were met before food production.

May 2014 - Jul 2014

Manager

Troy & Eli Music

Janesville/Beloit, Wisconsin Area

As manager for a local music group I oversaw the contract negotiations as well as booking and travel details in preparation for shows. I also ensured online orders were fulfilled and artists were paid accordingly.

Sep 2012 - Aug 2013

Customer Service Associate

Volcano Falls Fun Park

Loves Park, Illinois

As part of the outdoor staff I was responsible for ensuring customer safety and satisfaction for multiple attractions. I also handled cashier and maintenance responsibilities as necessary.

Jun 2010 - Aug 2013
Team & coworkers

Colleagues at Savant Wealth Management

Other employees you can reach at savantwealth.com. View company contacts for 488 employees →

3 education records

Jonathan Fuller education

Bachelor’S Degree, Business Economics

Activities and Societies: Varsity Football, Varsity Track, Alpha Zeta Chapter of Sigma Chi, Amnesty International Club

Dutch Business Culture

I studied abroad at the University of Amsterdam for the Spring semester of 2015. My courses included: Dutch Business Culture.

Education record

Boylan High School
FAQ

Frequently asked questions about Jonathan Fuller

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

What company does Jonathan Fuller work for?

Jonathan Fuller works for Savant Wealth Management.

What is Jonathan Fuller's role at Savant Wealth Management?

Jonathan Fuller is listed as Manager, Portfolio Strategy at Savant Wealth Management.

What is Jonathan Fuller's email address?

AeroLeads has found 2 work email signals at @savantcapital.com for Jonathan Fuller at Savant Wealth Management.

Where is Jonathan Fuller based?

Jonathan Fuller is based in Greater Rockford Area, United States while working with Savant Wealth Management.

What companies has Jonathan Fuller worked for?

Jonathan Fuller has worked for Savant Wealth Management, Matthew Berry'S Fantasy Life, Beloit College, The Snack Shack, and Ciee Council On International Educational Exchange.

Who are Jonathan Fuller's colleagues at Savant Wealth Management?

Jonathan Fuller's colleagues at Savant Wealth Management include Hayden Barnes, Matthew Fennell, Jacob Danowski Cfp® Cepa, Angela Bonnie, and Isabelle Pierpont.

How can I contact Jonathan Fuller?

You can use AeroLeads to view verified contact signals for Jonathan Fuller at Savant Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Fuller attend?

Jonathan Fuller holds Bachelor’S Degree, Business Economics from Beloit College.

What skills is Jonathan Fuller known for?

Jonathan Fuller is listed with skills including Public Speaking, Microsoft Excel, Powerpoint, Customer Service, Microsoft Office, Microsoft Word, Higher Education, and Research.

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