Jonathan Han Email & Phone Number

Irvine, CA, US

Minneapolis, MN, US

Confluence Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Eden Prairie, MN, US

• Oversaw multiple SaaS/FinTech business transformation projects resulting in 100x efficiency improvements for 200+ employees across Finance and Industry Relations.
• Led $10B annual Medicare federal government regulatory program for 70 clients.
• Led team that developed first SaaS platform to provide end-to-end financial view connecting business units to individual transactions, ensuring HIPAA/PHI compliance.
• Managed key financial analytics for 1.8 billion annual pharmacy transactions.
• Oversaw data analysis and automation for 60 million healthcare members for quarterly earnings filings

• Developed and executed tax-efficient equity portfolio strategies for clients.
• Managed investment performance reviews and economic analysis reports, along with client communication on performance attributions. Industries include technology, agriculture, biotech, FinTech, and logistics.

City Of Industry, California, US

• Led M&A activities for over 50 target companies, including sourcing, evaluation, and negotiation.
• Led expansion of channel partnership with ShopRunner, which resulted in scaling revenue by $90M annnually, 350,000 new customers, and $1M in cost savings.
• Developed channel partnership with eBay, which resulted in expanding 15,000 SKUs and over $50M in annual revenue.
• Created new strategic partnerships, including with Overstock.com, Build.com, and US Auto Parts, which resulted in over $20M revenue and $2M margin expansion annually.
• Oversaw international market expansion planning for 7 countries in Asia, Europe, Latin America, and Africa.

Boston, MA, US

• Scaled revenue by 2x and EBITDA by 5x within 24 months.
• Co-led sale of the company to EdTech firm, increasing Enterprise Value by 100x.
• Improved gross margin by 260% from existing business lines by establishing new business in partnership with top 3 national textbook wholesalers.
• Managed a team across business operations, including Digital Marketing, Product Development, Seller Services, and Customer Service.

City Of Industry, California, US

• Co-led the launch of Newegg Canada in 5 months from the plan’s inception, the fastest expansion in the company’s history, that contributed over $50M in revenue and $2M in income annually.
• Scaled revenue by $300M annually, by growing affiliate marketing program through a partnership with Commission Junction.
• Achieved annual savings of over $9.9M, by leading corporate cost control program, including a cost recovery program with UPS that resulted in over $2.6M recovered in adjustments to overbilled freight expenses, and an.
• Co-chaired the corporate recruitment committee, which resulted in the hiring of 5 Vice Presidents, 9 Directors, and 10 senior managers.

Palo Alto, CA, US

• Managed cross-functional team of 30 people to integrate and streamline the Solaris Enterprise Patch Manager Software product portfolio across 4 different organizations, resulting in 1.5 million customer installations.
• Developed the business plan, product launch and marketing strategy for the Sun Change Manager Enterprise Management Software,
• Trained over 1,500 customers and field sales representatives on systems management products.

Santa Clara, California, US

• Managed international PC and motherboard manufacturer accounts in Northern California. Customers included HP, Sequent Computer, Samsung, and Fry’s Electronics.
• Increased year-to-year billings over 90% annually, generating over $48 million in annual revenues.

Mba

Bs, Electrical Engineering