Joni Wesley is a high-skilled professional, working in Conifer Financial Services main office of which is in 1096. as a Bdc Associate since 2014. This expert has earned professional experience in more than seven positions at different companies. Joni Wesley went to the University of San Francisco and received education from 2000 to 2002. San Francisco, California is the city, where this expert was known to live. Joni Wesley's email address and number are easily accessed through this website on demand.
Name variants:
Joni Wesley
Last updated May 28, 2024
Contact Information
Last Update
Jul 6, 2022
Email
jw**@dominion.com, jw**@conifer.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Portfolio Administration
3000 Sand Hill Rd, Menlo Park, CA 94025
Oct 2005 — Jun 2014
Portfolio Administration Manager
Atlanta, GA
Co-ordinated the outsourcing of the $175M lease portfolio to Bank of the West (fka Trinity Capital) for loan servicing. Oversaw the Dominion portfolio by resolving ongoing issues with the w...
May 2000 — Oct 2005
Regional Finance Specialist
420 Montgomery St, San Francisco, CA 94129
Worked with inside and Outside Regional Sales Managers in providing financing to dentists and
veterinarians for practice acquisition, start-up, expansion and relocation projects
Upon rece...
Apr 1999 — Apr 2000
Operations Supervisor
Oakland, CA
Investment Advisor with $2.5 billion assets under management. Managed 10 employees responsible
for fulfillment, account reconciliation and trade settlement.
Generated monthly activity rep...
Mar 1998 — Mar 1999
Education
Occupations
Military
Admiral
Executive
Manager
Operations Manager
Skills
Directors
Bdc