Financial Planning Associate
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jonathan Gillam, Fmva® Email & Phone Number
Financial Planning | Dedicated to Guiding Clients Toward Financial Goals with Integrity and Expertise
at
Blue Trust
1 work email found
@fastwaterheater.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning | Dedicated to Guiding Clients Toward Financial Goals with Integrity and Expertise
Location
Greater Seattle Area, United States, United States
Who is Jonathan Gillam, Fmva®? Overview
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Quick answer
Jonathan Gillam, Fmva® is listed as Financial Planning | Dedicated to Guiding Clients Toward Financial Goals with Integrity and Expertise at Blue Trust, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at fastwaterheater.com and a matched LinkedIn profile for Jonathan Gillam, Fmva®.
Jonathan Gillam, Fmva® previously worked as Financial Planning Associate at Blue Trust and Billing & Payments Operations Specialist at Vendara (Formerly Choice Merchant Solutions). Jonathan Gillam, Fmva® holds Bachelor Of Business Administration - Bba, Concentrations In Finance & Management from The Master'S University.
Company email context
Email format at Blue Trust
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*@fastwaterheater.com
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AeroLeads found 1 current-domain work email signal for Jonathan Gillam, Fmva®. Compare company email patterns before reaching out.
Profile bio
About Jonathan Gillam, Fmva®
I am committed to advancing my expertise in technical financial planning while integrating Biblical principles into customized strategies that empower clients to achieve their goals. My responsibilities include supporting client meetings, managing investments, assisting with tax planning, and crafting comprehensive financial reports. With a deep commitment to Blue Trust’s core values and compliance standards, I strive to provide precise, values-driven financial advice. Utilizing advanced tools like eMoney and Orion, I am dedicated to delivering exceptional service tailored to each client's unique financial journey.
Listed skills include Leadership, Variance Analysis, Scenario Analysis, Microsoft Powerpoint, and 16 others.
Current workplace
Jonathan Gillam, Fmva®'s current company
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7 roles
Jonathan Gillam, Fmva® work experience
A career timeline built from the work history available for this profile.
Billing & Payments Operations Specialist
Working closely with merchants, banks, payment processors, agency partners, and senior management to ensure accurate and timely payment of sales commissions, as well as to streamline existing processes and provide clear communication to internal and external stakeholders.
Jul 2024 - Aug 2024
Business Analyst
Liason between the technology and the business. Working cross functionally between different departments to analyze the business by providing insights to executive management, by providing actionable information to department managers and by providing value to the shareholders and employees.
Sep 2020 - Oct 2023
Office Intern
May 2019 - Sep 2019
Office Assistant
Jun 2018 - Aug 2018
Club Pride
May 2017 - Aug 2017
Grounds Maintenance
Alderwood Community Church
Aug 2013 - May 2016
2 education records
Jonathan Gillam, Fmva® education
Bachelor Of Business Administration - Bba, Concentrations In Finance & Management
Financial Modeling & Valuation Analyst (Fmva)®
FAQ
Frequently asked questions about Jonathan Gillam, Fmva®
Quick answers generated from the profile data available on this page.
What company does Jonathan Gillam, Fmva® work for?
Jonathan Gillam, Fmva® works for Blue Trust.
What is Jonathan Gillam, Fmva®'s role at Blue Trust?
Jonathan Gillam, Fmva® is listed as Financial Planning | Dedicated to Guiding Clients Toward Financial Goals with Integrity and Expertise at Blue Trust.
What is Jonathan Gillam, Fmva®'s email address?
AeroLeads has found 1 work email signal at @fastwaterheater.com for Jonathan Gillam, Fmva® at Blue Trust.
Where is Jonathan Gillam, Fmva® based?
Jonathan Gillam, Fmva® is based in Greater Seattle Area, United States, United States while working with Blue Trust.
What companies has Jonathan Gillam, Fmva® worked for?
Jonathan Gillam, Fmva® has worked for Blue Trust, Vendara (Formerly Choice Merchant Solutions), Fast Water Heater Company, Mill Creek Community Association, and La Fitness.
How can I contact Jonathan Gillam, Fmva®?
You can use AeroLeads to view verified contact signals for Jonathan Gillam, Fmva® at Blue Trust, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Gillam, Fmva® attend?
Jonathan Gillam, Fmva® holds Bachelor Of Business Administration - Bba, Concentrations In Finance & Management from The Master'S University.
What skills is Jonathan Gillam, Fmva® known for?
Jonathan Gillam, Fmva® is listed with skills including Leadership, Variance Analysis, Scenario Analysis, Microsoft Powerpoint, Trend Analysis, Financial Modeling, Forecasting, and Pitchbooks.
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