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Jonathan Dunning Email & Phone Number
Plan Services Consultant III
at
TruStage
1 work email found
@cunamutual.com
4 phones found area 303, 321, and 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Plan Services Consultant III
Location
Travis County, Texas, United States
Who is Jonathan Dunning? Overview
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Quick answer
Jonathan Dunning is listed as Plan Services Consultant III at TruStage, based in Travis County, Texas, United States. AeroLeads shows a work email signal at cunamutual.com, phone signal with area code 303, 321, 800, and a matched LinkedIn profile for Jonathan Dunning.
Jonathan Dunning previously worked as Plan Consultant at Trustage and Conversion Consultant at Charles Schwab. Jonathan Dunning holds Ba, Modern Languages - German from Metropolitan State University Of Denver.
Company email context
Email format at TruStage
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{first}.{last}@cunamutual.com
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AeroLeads found 1 current-domain work email signal for Jonathan Dunning. Compare company email patterns before reaching out.
Profile bio
About Jonathan Dunning
With more than 14 years of Defined Contribution experience in consulting, implementation, customer service, Plan reconciliation, 5500 preparation, non-discrimination testing, loan and distribution calculation, Jon proves his ability to educate and responsibly care for the retirement needs of companies of various sizes and types.
Listed skills include Finance, Analysis, Customer Service, Financial Analysis, and 2 others.
Current workplace
Jonathan Dunning's current company
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9 roles
Jonathan Dunning work experience
A career timeline built from the work history available for this profile.
Plan Consultant
Conversion Consultant
Nov 2016 - Dec 2019
Defined Contribution Compliance Specialist
Tested more than 40 Defined Contribution Plans a year ranging from small to large sized companiesPrepared various Internal Revenue Service (IRS) forms to insure compliance with IRS and Department of Labor regulationsCommunicated details of Plan Documents, non-discrimination testing and 5500s to clients and Relationship ManagersReviewed documents requested by outside auditors to ensure high quality and reconciled Sponsor Fee Disclosures for audit and 5500 preparation purposes
Aug 2011 - Nov 2016
Retirement Plans Representative
Researched distribution and loan requests to verify compliance with plan document as well as federal guidelinesAnalyzed and resolved trading, tax, invoice and other issues relating to client accountsProvided support to clients in placing mutual fund trades and answered general questions related to stock and alternative assets
Jun 2010 - Aug 2011
Assistant Plan Analyst
Retirement Planning Services, Inc.
Liaison between the custodian and the client as plan administrator, helping with distributions, loan requests, and out-of-balance activity within retirement plansReconciled payroll contributions and loan payments before transferring data to investment custodiansAnnually tested 401(k) and 403(b) Plans to ensure compliance with Department of Labor and Internal Revenue Service guidelines
Apr 2009 - Jun 2010
Financial Planning Assistant
Charter Financial Resources, Llc
Helped perform account reconciliation and analysis as well as fund tracking to ensure proper money transfer proceduresMaintained a large database of client names, contact information, communication records, and account details
Mar 2007 - Apr 2009
Productivity Consultant
Assisted customers to develop individualized planning systems to best meet their needs and presented the FranklinCovey planning system to executives and individual customersI developed and maintained corporate clients through marketing and service and the training and orientation of new employees allowed me to demonstrate my leadership skills
Aug 2004 - Jul 2007
Marketing Intern
Helped the production coordinator to review and produce various aspects of the HGTV show, Generation RenovationAssisted in the creation of a post production deliverables book that would go to HGTV
Jun 2006 - Aug 2006
1 education record
Jonathan Dunning education
FAQ
Frequently asked questions about Jonathan Dunning
Quick answers generated from the profile data available on this page.
What company does Jonathan Dunning work for?
Jonathan Dunning works for TruStage.
What is Jonathan Dunning's role at TruStage?
Jonathan Dunning is listed as Plan Services Consultant III at TruStage.
What is Jonathan Dunning's email address?
AeroLeads has found 1 work email signal at @cunamutual.com for Jonathan Dunning at TruStage.
What is Jonathan Dunning's phone number?
AeroLeads has found 4 phone signal(s) with area code 303, 321, 800 for Jonathan Dunning at TruStage.
Where is Jonathan Dunning based?
Jonathan Dunning is based in Travis County, Texas, United States while working with TruStage.
What companies has Jonathan Dunning worked for?
Jonathan Dunning has worked for Trustage, Charles Schwab, Lincoln Trust Company, Retirement Planning Services, Inc., and Charter Financial Resources, Llc.
How can I contact Jonathan Dunning?
You can use AeroLeads to view verified contact signals for Jonathan Dunning at TruStage, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Dunning attend?
Jonathan Dunning holds Ba, Modern Languages - German from Metropolitan State University Of Denver.
What skills is Jonathan Dunning known for?
Jonathan Dunning is listed with skills including Finance, Analysis, Customer Service, Financial Analysis, 401 Retirement Savings Plans, and Financial Services.
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