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Jon Kotecki Mba, Cfp® Email & Phone Number
Sr. VP - Portfolio Manager
at
Frost Bank
1 work email found
@frostbank.com
1 phone found area 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. VP - Portfolio Manager
Location
San Antonio, Texas, United States
Who is Jon Kotecki Mba, Cfp®? Overview
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Quick answer
Jon Kotecki Mba, Cfp® is listed as Sr. VP - Portfolio Manager at Frost Bank, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at frostbank.com, phone signal with area code 800, and a matched LinkedIn profile for Jon Kotecki Mba, Cfp®.
Jon Kotecki Mba, Cfp® previously worked as Vice President Sr. Financial Advisor at Citi and Financial Advisor at Usaa. Jon Kotecki Mba, Cfp® holds Mba, Consulting from Hec Paris.
Company email context
Email format at Frost Bank
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*@frostbank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jon Kotecki Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jon Kotecki Mba, Cfp®
Experienced Financial Advisor knowledgeable in investments and insurance. I have exerience in portfolio management and alternative investments, retirement and college planning, estate planning including trusts, tax planning, life insurance, long term care, and disability insurance.Strong business acumenManagerial experienceExperience in large, medium and small businessesExperience in IT
Listed skills include Strategic Financial Planning, Retirement Planning, Asset Allocation, Long Term Care, and 16 others.
Current workplace
Jon Kotecki Mba, Cfp®'s current company
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10 roles
Jon Kotecki Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Sr. Vp - Portfolio Manager
Current
Oct 2018 - Present
Vice President Sr. Financial Advisor
Starting August 2016, there was a change in the way the company decided to operate. I was given a book of 1600 clients with ~$100MM in assets to manage and we moved to a salary + revenue based payout rather than the previous salary + bonus. Initial revenue was ~$18k/month and in Jan 2016 generated $26k in revenue. Total revenue for 8/16-1/17 was.
Mar 2012 - Oct 2018
Financial Advisor
Helped members with financial and life advice. Required a quick case evaluation to identify weaknesses in their financial plan and provide solutions to close those gaps. Would provide a basic road map for clients that was easy to understand with specific actionable advice. Consistently ranked in the top 15% of advisors.
Nov 2007 - Mar 2012
Financial Planner/Advisor
Financial Planner specializing in Tax planning, Retirement Planning, Asset Allocation, Estate planning and Education planning.
Jul 2006 - Mar 2007
Financial Planner/Advisor
Financial Planner specializing in Tax planning, Retirement Planning, Asset Allocation, Estate planning and Education planning.
May 2005 - Jul 2006
Project Manager
Rfg General Contractors
Manage renovations of luxury homes, including carpenters and subcontractors. Also dealt with estimating and budgets.
Mar 2004 - May 2005
Consultant
Intranet Development/Project Planning· Planned, designed and developed the knowledge management portion of project· Optimized website as part of a team by analyzing usage statistics and consultant interviews and executing strategy usage increased over 60% and user satisfaction increased dramatically
Sep 2001 - Aug 2002
Technical Consultant
Stadtech, Inc.
Internet consultant - developing websites and other business applications. Helped build websites for Walgreens, Chicago Board of Trade, and Hyatt Gold passport among many others. Helped company develop strategy to move from a sales augmentation company to a project based company.
Jan 2000 - May 2001
It Specialist
Quality Assurance Lucent Technologies · Managed a team of twelve members based around the world as the project leader of new Ticket Tracking software· System tester of ERP software used in Lucents factories - specialized in Sales Orders section
May 1998 - Dec 1999
2 education records
Jon Kotecki Mba, Cfp® education
Mba, Consulting
Hec Paris
Bs, Math, Comp Sci.
Wheaton College
FAQ
Frequently asked questions about Jon Kotecki Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jon Kotecki Mba, Cfp® work for?
Jon Kotecki Mba, Cfp® works for Frost Bank.
What is Jon Kotecki Mba, Cfp®'s role at Frost Bank?
Jon Kotecki Mba, Cfp® is listed as Sr. VP - Portfolio Manager at Frost Bank.
What is Jon Kotecki Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @frostbank.com for Jon Kotecki Mba, Cfp® at Frost Bank.
What is Jon Kotecki Mba, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Jon Kotecki Mba, Cfp® at Frost Bank.
Where is Jon Kotecki Mba, Cfp® based?
Jon Kotecki Mba, Cfp® is based in San Antonio, Texas, United States while working with Frost Bank.
What companies has Jon Kotecki Mba, Cfp® worked for?
Jon Kotecki Mba, Cfp® has worked for Frost Bank, Citi, Usaa, Ing, and Ameriprise Financial.
How can I contact Jon Kotecki Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Jon Kotecki Mba, Cfp® at Frost Bank, including work email, phone, and LinkedIn data when available.
What schools did Jon Kotecki Mba, Cfp® attend?
Jon Kotecki Mba, Cfp® holds Mba, Consulting from Hec Paris.
What skills is Jon Kotecki Mba, Cfp® known for?
Jon Kotecki Mba, Cfp® is listed with skills including Strategic Financial Planning, Retirement Planning, Asset Allocation, Long Term Care, Strategy, Financial Planning, Finance, and Retirement.
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