Jonathan Covington
Dallas,TX
Summary
Strong leader highly effective at working with co-workers of all levels and backgrounds to improve client experience and outcomes. Friendly and personable with adaptable approach. Analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
Work History
FINANCIAL ADVISOR
Vanguard
04.2022 - Current
- Coaching new advisors in Mass Affluent to help them develop their skills as an advisor in both their knowledge and presentation to clients.
- DAP SME, leading Mass Affluent through the transition to DAP by providing coaching and solutions for overcoming issues and uncommon situations with the new DAP platform. Discovered and escalated issues to senior leadership quickly to address a major issue with clients being invested incorrectly after transitioning to the DAP platform.
- WebEx SME, coaching advisors across Texas and other sites in how to position WebEx with clients as well as improve their efficiency in getting clients on WebEx, resulting in Dallas MA advisors exceeding the 40% WebEx usage goal.
- Member of the Advisor Counsel providing direct feedback to senior leadership on current initiatives and upcoming plans for Mass Affluent advisors.
- ASG and Sales Team Huddle trainings to connect directly with the reps to clarify procedures, share process improvements, and foster collaboration to improve client outcomes.
- Meet with clients to provide expertise and knowledge of financial planning and strategies.
FINANCIAL ADVISOR/ FINANCIAL PLANNER
49 Financial
03.2019 - 04.2022
- Provide clients with in depth financial plans to meet financial goals
- Responsible for finding prospective clients, determining needs, developing plan to meet needs, presenting financial plan and onboarding as new clients
- Meet with clients to provide expertise and knowledge of planning and strategies
- Train and support other advisors in development of in depth financial planning, analysis and distribution planning for clients
- Helped company through multiple transitions including changing RIAs and providing smooth transition for clients and accounting
- Develop and present alternative investment strategy ideas.
HOME RENOVATIONS CONTRACTOR
, The Chatham Collective
10.2018 - 02.2019
- Completed home renovations from demolition through project completion
- Extensive knowledge of all construction project requirements and skills
- Projects included: removal and relocation of kitchen, bathroom expansions and remodels, outdoor kitchens, load bearing wall removal and structural reinforcement, and door installations.
AEROSPACE ENGINEER / BUSINESS DEVELOPMENT
Aerospace QRD
06.2014 - 09.2018
- Business Development duties included customer support/project manager for Spirit Airlines, interviewing engineering candidates, develop and cultivate relationships to seek out new customer opportunities.
- Responsible for scoping requests for engineering support from customers to determine hours required, feasibility, and personnel with required experience level
- Designed aircraft structural repairs and provided detailed repair installation instructions and structural substantiation showing validity of repairs and compliance with applicable FAA regulations
- Other duties included training newly hired engineers, customer service for engineering services, providing AOG off hours engineering support, on-site customer support, and process improvements both internally and in support of customers
SUSTAINMENT ENGINEER
L-3 Communications MID
08.2010 - 06.2014
- Aircraft Project Management to meet cost and schedule requirements.
- Recruiting new engineers by attending college career fairs alongside senior management. Providing feedback on potential candidates to the hiring managers.
- Designed aircraft structural repairs and detailed repair installation instructions
- Coordinated repair efforts with Technicians, Supervisors, Stress Engineering, Design Engineering, Part Fabrication Shops, Customers, and Aircraft Management to meet cost and schedule requirements.
SUSTAINMENT ENGINEER
L-3 Communications MID
05.2009 - 08.2009
- Designed aircraft structural repairs and detailed repair installation instructions under close review by Sustainment Engineering Mentor.
Education
B.S | Aerospace & Mechanical Engineering -
Graduate Oklahoma State University
Stillwater, OK2010
Skills
- Series 7, 63, 65 licenses
- DAP and WebEx SME
- Coaching and Training
- Interviewing and Recruiting
- Process Improvement
- Site Lead for Vanguard Blood Drives
- Leadership
- Cross Team Collaboration
- Relationship building and management
- Financial Planning
- Sales
Timeline
FINANCIAL ADVISOR
Vanguard
04.2022 - Current
FINANCIAL ADVISOR/ FINANCIAL PLANNER
49 Financial
03.2019 - 04.2022
HOME RENOVATIONS CONTRACTOR
, The Chatham Collective
10.2018 - 02.2019
AEROSPACE ENGINEER / BUSINESS DEVELOPMENT
Aerospace QRD
06.2014 - 09.2018
SUSTAINMENT ENGINEER
L-3 Communications MID
08.2010 - 06.2014
SUSTAINMENT ENGINEER
L-3 Communications MID
05.2009 - 08.2009
B.S | Aerospace & Mechanical Engineering -
Graduate Oklahoma State University
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