Principal - GBA
Jon has enjoyed a successful career in employee benefits in both the insurer and broker/consultant fields, nearly all of it in the Bay Area. He started with a large national carrier where he advanced in both the underwriting and account management disciplines. Jon moved to the broker/consulting world over 20 years ago and has worked in both regional and national organizations in various capacities as a consultant, operations manager, and sales leader.
Jon has been involved in the review, analysis and integration of new companies for much of the last 10 years and brings a deep understanding of the challenges and opportunities that come from change. In his consulting practice, he has developed a specific interest in helping organizations find the balance between their budgetary constraints and the needs/expectations of the employee base. As an operations manager, he is actively involved in both process analysis and improvement, and M&A opportunities. Jon’s particular expertise is in larger multi-site, multi-plan programs.
Jon is a graduate of Carnegie-Mellon University (Pittsburgh, PA) and has spent most of the last 20 years enjoying life in the North Bay with his wife Sandy and their children. They are actively involved in numerous non-profit organizations that address the needs of the developmentally delayed adult population. He is an avid baseball fan and player… Go Giants!