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Jon Song Email & Phone Number
Senior Managing Director, Customer Operations and Strategy
at
Ontra
1 work email found
@ontra.ai
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Managing Director, Customer Operations and Strategy
Location
San Francisco, California, United States
Company size
Who is Jon Song? Overview
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Quick answer
Jon Song is listed as Senior Managing Director, Customer Operations and Strategy at Ontra, a company with 554 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at ontra.ai and a matched LinkedIn profile for Jon Song.
Jon Song previously worked as Managing Director of Account Operations & Strategy at Ontra (Formerly Incloudcounsel) and Director of Account Operations & Strategy at Incloudcounsel. Jon Song holds Bachelor'S Degree, Economics And Political Science from Vanderbilt University.
Company email context
Email format at Ontra
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{first_initial}{last}@ontra.ai
89% confidence
AeroLeads found 1 current-domain work email signal for Jon Song. Compare company email patterns before reaching out.
Profile bio
About Jon Song
Jon Song is a Senior Managing Director, Customer Operations and Strategy at Ontra. He possess expertise in microsoft office, excel, word, powerpoint, java and 2 more skills. He is proficient in Chinese and English.
Listed skills include Microsoft Office, Excel, Word, Powerpoint, and 3 others.
Current workplace
Jon Song's current company
Company context helps verify the profile and gives searchers a useful next step.
Ontra
9 roles
Jon Song work experience
A career timeline built from the work history available for this profile.
Managing Director Of Account Operations & Strategy
Current
Sep 2021 - Present
Director Of Account Operations & Strategy
Sep 2020 - Sep 2021
Associate
Jul 2017 - Aug 2020
Investment Banking Analyst
Jun 2015 - Jun 2017
Summer Analyst
May 2014 - Aug 2014
Wealth Management Intern
- Researched potential value-based investing/socially responsible investing possibilities along with ETFs and CEFs utilizing Bloomberg Terminal and other resources
- Analyzed various securities (equities and municipals) and hedge fund strategies for potential routes of investment
- Prepared material for and participated in meetings with clients/funds such as WestEnd Advisors and Confluence Philanthropy
- Examined client accounts (average account size over $1 million) to see how returns could be increased, while also conducting research to prospect potential clients
Jun 2013 - Aug 2013
Research Intern
- Prepared client presentations and proposals (prime brokerage & living wills/resolution plans, among others) with senior managers, consultants and partners for meetings with various large global banks and other.
- Assisted potential client (global bank) on regulatory compliance, resulting in Capital Markets Advisors being hired for Dodd-Frank compliance
- Collaborated with vendors and small team consisting of myself, a senior manager and a managing director, to write material for and develop the company website, which helped support client meetings with various large.
- Published articles on relevant regulatory news on the company website through WordPress
Jun 2012 - Aug 2012
Sales And Operations Intern
Orient Securities Limited
- Traded simulation stocks, three self selected companies in medicine, property development and finance, to ~9% gains
- Analyzed Chinese stock markets and strategized possible trading strategies with brokers
- Interacted and assisted customers and aided with other office duties, such as opening accounts
Jun 2011 - Aug 2011
2 education records
Jon Song education
Bachelor'S Degree, Economics And Political Science
Education record
Montgomery Blair High School
FAQ
Frequently asked questions about Jon Song
Quick answers generated from the profile data available on this page.
What company does Jon Song work for?
Jon Song works for Ontra.
What is Jon Song's role at Ontra?
Jon Song is listed as Senior Managing Director, Customer Operations and Strategy at Ontra.
What is Jon Song's email address?
AeroLeads has found 1 work email signal at @ontra.ai for Jon Song at Ontra.
Where is Jon Song based?
Jon Song is based in San Francisco, California, United States while working with Ontra.
What companies has Jon Song worked for?
Jon Song has worked for Ontra, Ontra (Formerly Incloudcounsel), Incloudcounsel, H.I.G. Capital, and Jefferies.
How can I contact Jon Song?
You can use AeroLeads to view verified contact signals for Jon Song at Ontra, including work email, phone, and LinkedIn data when available.
What schools did Jon Song attend?
Jon Song holds Bachelor'S Degree, Economics And Political Science from Vanderbilt University.
What skills is Jon Song known for?
Jon Song is listed with skills including Microsoft Office, Excel, Word, Powerpoint, Java, Microsoft Excel, and Bloomberg Terminal.
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