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Experienced leader and organizational change agent. Bring passion and enthusiasm to client engagements with the goal of delivering superior outcomes.
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Practice LeadBrixey & MeyerDayton, Oh, Us -
Shareholder And Business Advisory Practice LeaderBrixey & Meyer Jan 2022 - Present -
Practice LeadBrixey & Meyer Sep 2018 - PresentDayton, Ohio Area -
Business Advisory Services ManagerBrixey & Meyer Oct 2016 - PresentDayton, Ohio Area-Lead clients through business technology strategy projects-Support and nurture organizational change agents-Optimize operating models -
Board MemberKids Read Now, Inc. May 2019 - PresentTroy, Ohio -
Director, Data, Reporting And OperationsFort Washington Investment Advisors, Inc. Apr 2015 - Oct 2016-Direct multi-year data strategy program-Oversee all investment management software vendors and budget-Oversee all HR activities for reporting, data, business analysis and operations teams (13 employees)-Oversee IT work program from the business perspective -
Manager, Business Analysis And Investment OperationsFort Washington Investment Advisors, Inc. 2007 - May 2015Cincinnati, Ohio-Oversee IT work program from business perspective-Provide strategic guidance and program oversight for business projects-Manage all high profile, high priority projects; system selections/implementations, business acquisitions, other major business changes-W&S department of the year nominee-W&S employee of the year nominee -
Commodities BrokerAdm Investor Services 2005 - 2007-Manage clients' commodity trading portfolios-Analyze commodity markets and provide guidance to clients-Oversee client on boarding activities and ongoing relationship management
Jonathan Trunk Skills
Jonathan Trunk Education Details
Frequently Asked Questions about Jonathan Trunk
What company does Jonathan Trunk work for?
Jonathan Trunk works for Brixey & Meyer
What is Jonathan Trunk's role at the current company?
Jonathan Trunk's current role is Practice Lead.
What is Jonathan Trunk's email address?
Jonathan Trunk's email address is j.****@****ail.com
What is Jonathan Trunk's direct phone number?
Jonathan Trunk's direct phone number is +151336*****
What schools did Jonathan Trunk attend?
Jonathan Trunk attended Xavier University, Xavier University.
What skills is Jonathan Trunk known for?
Jonathan Trunk has skills like Strategy, Management, Investments, Business Process Improvement, Portfolio Management, Business Analysis, Financial Modeling, Financial Analysis, Equities, Asset Management, Bloomberg.
Who are Jonathan Trunk's colleagues?
Jonathan Trunk's colleagues are Daniel Husmann, James Trevino, Cpa, Annie Alexander, Chase Robinson, Megan Ebbrecht, Lauren Silva, Cpa, Claire Buchenroth.
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