Jon is a Vice President of Investment Banking at Xnergy Financial, where he works on business development and capital raising for middle to large companies mainly in the technology and financial services sectors. He’s experienced in public and private equity and cross border investments between the US and China. Prior to joining Xnergy, Jon was leading its investment committee at a private equity fund to source and close new deals as well as responsible for bringing on new investors.

Jon has a Bachelor’s Degree in Managerial Economics from University of California, Davis as well as holding FINRA Series 7 & 63 licenses.