Jonah Wilson
Lincoln
Summary
Estates Specialist with experience guiding clients and legal representatives through estate administration processes. Skilled in reviewing documentation, identifying client needs, and ensuring compliance with regulatory and firm requirements. Strong background in financial services operations, documentation review, and cross-functional coordination to support timely and compliant asset transitions.
Overview
1
1
year of professional experience
Work History
Estate Specialist
Charles Schwab
Omaha
07.2025 - Current
- Analyzed client accounts to identify needs and recommend appropriate services.
- Assisted clients with account inquiries and provided timely solutions to concerns.
- Processed inheritance, divorce, and power of attorney cases.
Compliance Consultant II
Department of Economic Development
Lincoln
08.2024 - 07.2025
- Implemented corrective action plans when necessary following discovery of non-compliance issues.
- Analyzed potential areas of risk and developed strategies to mitigate such risks.
- Assisted in conducting audits to ensure adherence to regulatory standards.
Education
MASTER OF APPLIED SCIENCE - CITY DEVELOPMENT
University of Nebraska-Lincoln
Lincoln12.2023
BACHELOR OF ARTS - SOCIOLOGY
University of Washington-Seattle
Seattle01.2022
Skills
- Client account analysis
- System Implementation
- Risk mitigation strategies
- Regulatory Compliance
- Operational Enhancements
- Collaboration
- Compliance Initiatives
Accomplishments
- Academic All-American
- Dean's List
-5x NCAA All-American
- Dean's List
-5x NCAA All-American
Timeline
Estate Specialist
Charles Schwab
07.2025 - Current
Compliance Consultant II
Department of Economic Development
08.2024 - 07.2025
MASTER OF APPLIED SCIENCE - CITY DEVELOPMENT
University of Nebraska-Lincoln
BACHELOR OF ARTS - SOCIOLOGY
University of Washington-Seattle