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☑ 4 successful Exits ☑ Consulted with 450+ businesses, small and large (pre-revenue to $250M+ ARR)☑ Spent 2 decades helping business owners and real estate owners obtain funding ($1.25B+)
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Ceo. FounderLevelupProvo, Ut, Us -
Ceo + FounderLevelup Apr 2024 - PresentProvo, Ut, Us- Building something awesome. Details coming soon. -
Strategic AdvisorProvencfo Dec 2023 - Mar 2024Provo, Ut, Us- Provided transition services to the new owners of ProvenCFO -
Ceo + FounderProvencfo Jul 2017 - Nov 2023Provo, Ut, Us★ Completed successful exit Nov 2023 ★ - Provided managerial & financial accounting services to 300+ US small & medium businesses- Clients included Startups (pre-seed/seed/Series A & B), PE, Family Offices, and VC Portfolio Companies- Facilitated $150MM+ ABL, SBA, & CRE financial transactions for ProvenCFO clients
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Ceo + FounderYaygood Aug 2018 - Aug 2019★ Completed successful exit Aug 2019 ★ - Popcorn fundraising focused on schools, churches, youth groups, and sports organizations -
CeoMom And Popcorn Sep 2014 - Nov 2018★ Completed successful exit Nov 2018 ★ - Identified and developed new sales channels to facilitate growth- Expanded sales revenue channels by improving existing product offering- Increased annual revenues by 300% within the first 36 months of acquisition -
Ceo + FounderRockfund Sep 2016 - May 2017Mckinney, Tx, Us☆ Closed business May 2017 ☆ - Developed proprietary software to facilitate CRE finance transactions- Funded CRE loans, including small business loans (SBA, balance sheet, and conventional debt) -
Managing Partner + FounderZenkeep Jan 2014 - Dec 2016Mckinney, Tx, Us★ Completed successful exit Oct 2016 ★- Launched a cloud-based accounting firm - Provided accounting support to over 70 businesses, ranging from startup to $50MM+ in ARR -
Financial AdvisorMorgan Stanley Feb 2013 - Apr 2014New York, Ny, Us- Financial advisor to high-net-worth families & self-employed individuals - Platinum Service Group member within MS Private Bank based on volume -
Relationship ManagerAmericanwest Bank Oct 2011 - Feb 2013Us- Specialized in construction finance, and jumbo portfolio products in CA- Chairman's Club Award recipient -
Ceo + FounderRenoak Sep 2007 - Oct 2011☆ Closed business Oct 2011 ☆- Brokered/Advised on $250MM+ funded residential/commercial debt transactions- Developed expertise in SBA 7(a) & 504, ABL, and commercial real estate debt
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Senior Loan ConsultantCountrywide Sep 2003 - Aug 2007Charlotte, Nc, Us- Funded $480MM+ in residential 'A' jumbo/super-jumbo products- Earned #1 loan originator award in Northern California region and #10 in the US residential retail markets -
Assistant Bank ManagerWashington Mutual Bank Jun 2002 - Sep 2003- Partnered with local business leaders and increased lending volumes to $5MM+/mo- Grew bank deposits from $0 to $3MM+ within 12 months of branch opening
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Pace Management TraineeWashington Mutual Bank Nov 2001 - Jun 2002- Worked in five different branch locations and learned every facet of retail bank management- Added new clientele to each of the five locations by increasing consumer lending activities
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Systems AnalystAlbertsons Jun 2000 - Oct 2001Boise, Idaho, Us- Provided technical support to retail point of sale staff across the US
Jon Willson Skills
Jon Willson Education Details
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Naveen Jindal School Of Management, Ut DallasAccounting And Finance -
University Of South Africa/Universiteit Van Suid-AfrikaIndustrial Psychology
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Ensign CollegeInformation Technology
Frequently Asked Questions about Jon Willson
What company does Jon Willson work for?
Jon Willson works for Levelup
What is Jon Willson's role at the current company?
Jon Willson's current role is CEO. Founder.
What is Jon Willson's email address?
Jon Willson's email address is jo****@****eep.com
What is Jon Willson's direct phone number?
Jon Willson's direct phone number is +121457*****
What schools did Jon Willson attend?
Jon Willson attended Naveen Jindal School Of Management, Ut Dallas, University Of South Africa/universiteit Van Suid-Afrika, Ensign College.
What skills is Jon Willson known for?
Jon Willson has skills like Banking, Finance, Credit, Loans, Management, Leadership, Financial Analysis, Mortgage Lending, Portfolio Management, Financial Modeling, Business Strategy, Consumer Lending.
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