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Jonathan J. Billiot, Mba, Cfp® is listed as Family Office Captain ➥ Financial Planning & Analysis | Business Transformation | Investment Management | Financial Reporting | Risk Management | Compliance at Ark Financial, a company with 23 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at arkfinancial.com and a matched LinkedIn profile for Jonathan J. Billiot, Mba, Cfp®.
Jonathan J. Billiot, Mba, Cfp® previously worked as Family Office Captain at Ark Financial and Senior Project Manager at Ark Financial. Jonathan J. Billiot, Mba, Cfp® holds Master Of Business Administration - Mba from Quantic School Of Business And Technology.
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AeroLeads found 2 current-domain work email signals for Jonathan J. Billiot, Mba, Cfp®. Compare company email patterns before reaching out.
➥ I am an analytical, multi-faceted, and focused professional with a seasoned finance background, a history of optimizing and scaling day-to-day operations, and a talent for aligning teams around common goals. I combine over 10 years’ experience providing financial leadership and investment guidance for multiple high-profile organizations; ensuring clients and entrepreneurs are optimally positioned to deliver against their financial goals; delivering a highly differentiated customer experience throughout the investment process; and carefully shaping the procedures and policies that sustain an efficient, productive, and highly competitive organization.➥ I excel at building trusted-advisor relationships with clients of all levels, training top-tier teams of financial advisors, analyzing and minimizing clients’ tax liabilities, promoting best practices of wealth accumulation, sustainably mitigating investment risk, and facilitating strong audit performance. ➥ I am a supportive team leader with a strong ability to take charge of projects, train and empower others, and motivate those around me to do their best work. I believe a leader’s primary duty is to cultivate, professionally develop, and grow confidence in his team. I have the ability, expertise, and coaching skills to drive my team to success.➥ I have the communication skills to clearly articulate my vision, persuade people to take action, and get the ball rolling in the right direction. Whether I’m sending out emails, communicating with a customer, presenting to a crowd, or anything in between; I communicate quickly, accurately, and effectively.☛ Key Skills ☚ ✦ Strategic Planning & Execution✦ Investment Management✦ Financial Planning & Analysis✦ Relationship Management✦ Operational Change Management✦ Data Analysis • Process Improvement✦ Team Leadership & Development✦ Business Transformation✦ Risk Management & Mitigation✦ Financial Reporting✦ Regulatory Compliance
Listed skills include Customer Service, Public Speaking, Financial Analysis, Event Planning, and 12 others.
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A career timeline built from the work history available for this profile.
Austin, Texas, United States
Ark Financial is a Multi-Family Office firm, with broad investment, insurance, and strategic capabilities that enables first-generation entrepreneurs to achieve their wealth accumulation and legacy goals. ⌨ Learn more about our services at: www.arkfinancial.com As Family Office Captain, I am accountable for leading a team of client-facing Advisors, CPAs.
Austin, Texas
As Senior Project Manager, I was responsible for leading a range of client engagements to provide business, investment, and financial solutions for 30+ first-generation entrepreneurs representing $60K+ in monthly recurring revenue. Some of my additional contributions include:➥ Built relationships with client-side teams at the executive and C-suite levels.
Austin, Texas
As Chief Compliance Officer, I was tasked with developing an integrated compliance program from the ground up for a high-growth Registered Investment Advisory (RIA) institution with $80MM+ in Assets Under Management (AUM). Some of my additional contributions include:➥ Evaluated and mitigated compliance, legal, and regulatory risk related to investments.➥.
Austin, Texas
I joined Ark Financial in 2016, where I managed the financial planning and implementation process to deliver insurance and investment solutions for clients. Some of my key contributions include:➥ Serviced investment accounts and insurance policies; ensured financial planning KPIs were consistently met.➥ Stabilized the high turnover rate, laying the.
Austin, Texas Metropolitan Area
In 2022, my wife and I founded and currently operate an online clothing boutique to provide high-end apparel and simultaneously give back to the local community.I oversee all aspects of day-to-day activities to ensure the profitable operation of the business, including: branding, marketing, pricing, product placement, supply chain management, accounting.
Dallas, Texas
I joined Comerica Bank in 2014 to participate in the coveted Relationship Manager Training Program. Some of my key contributions include:➥ Supported Loan Officers by structuring and underwriting C&I loans, lines of credit, SBA loans, EXIM lines of credit, and CRE construction and permanent credit facilities.➥ Evaluated financial statements as well as.
Rabat, Morocco
Other employees you can reach at arkfinancial.com. View company contacts for 23 employees →
Suzanne Stevens
Colleague at Ark FinancialDallas, Texas, United States, United States
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KW
Kyle Werych
Colleague at Ark FinancialAustin, Texas Metropolitan Area, United States
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MG
Matthew Goff
Colleague at Ark FinancialAustin, Texas, United States, United States
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KC
Kylie Chapman
Colleague at Ark FinancialAustin, Texas, United States, United States
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CC
Chris Chapman
Colleague at Ark FinancialAustin, Texas, United States, United States
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JB
Jan Baraniecki
Colleague at Ark FinancialTravis County, Texas, United States, United States
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VA
Valeria Alvarado
Colleague at Ark FinancialTempe, Arizona, United States, United States
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CW
Chris Wike
Colleague at Ark FinancialAustin, Texas, United States, United States
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VD
Vattipally Divya
Colleague at Ark FinancialSecunderābād, Telangana, India, India
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TR
Tanni Ramesh
Colleague at Ark FinancialHyderabad, Telangana, India, India
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Activities and Societies: Baylor Interdisciplinary Core, Business Fellows
Activities and Societies: Spanish Club, National Honor Society, LaSCO, Interclub Council, Newspaper
Quick answers generated from the profile data available on this page.
Jonathan J. Billiot, Mba, Cfp® works for Ark Financial.
Jonathan J. Billiot, Mba, Cfp® is listed as Family Office Captain ➥ Financial Planning & Analysis | Business Transformation | Investment Management | Financial Reporting | Risk Management | Compliance at Ark Financial.
AeroLeads has found 2 work email signals at @arkfinancial.com for Jonathan J. Billiot, Mba, Cfp® at Ark Financial.
Jonathan J. Billiot, Mba, Cfp® is based in Austin, Texas Metropolitan Area, United States while working with Ark Financial.
Jonathan J. Billiot, Mba, Cfp® has worked for Ark Financial, Snazzé Boutique, Comerica Bank, and U.S. Department Of State.
Jonathan J. Billiot, Mba, Cfp®'s colleagues at Ark Financial include Suzanne Stevens, Kyle Werych, Matthew Goff, Kylie Chapman, and Chris Chapman.
You can use AeroLeads to view verified contact signals for Jonathan J. Billiot, Mba, Cfp® at Ark Financial, including work email, phone, and LinkedIn data when available.
Jonathan J. Billiot, Mba, Cfp® holds Master Of Business Administration - Mba from Quantic School Of Business And Technology.
Jonathan J. Billiot, Mba, Cfp® is listed with skills including Customer Service, Public Speaking, Financial Analysis, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, and Credit Analysis.
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