Jonathan Michael
Founder-CEO at Wealth I/O- Claim this Profile
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Bio
Charles Swope
I partnered with Jonathan and his team a couple of years ago as he was creating a revolutionary marketing platform for financial advisors specifically. As each phase was designed, I took part in applying it within the construct of my business and the people I was connected to to get amazing results. Jonathan's vision and his team's performance have allowed me to be more efficient and effective in how I connect with people by leveraging digital technology to bring high value content while incorporating personal touch points along the way to create a tremendous experiential process for my contacts and clients that has allowed me to scale my business in remarkable ways. I am very happy and thankful to say that with this new platform, I have now positioned my business structure for forward thinking success.
Daniel Connelly
The software Jonathan has created is; simply put, a
Charles Swope
I partnered with Jonathan and his team a couple of years ago as he was creating a revolutionary marketing platform for financial advisors specifically. As each phase was designed, I took part in applying it within the construct of my business and the people I was connected to to get amazing results. Jonathan's vision and his team's performance have allowed me to be more efficient and effective in how I connect with people by leveraging digital technology to bring high value content while incorporating personal touch points along the way to create a tremendous experiential process for my contacts and clients that has allowed me to scale my business in remarkable ways. I am very happy and thankful to say that with this new platform, I have now positioned my business structure for forward thinking success.
Daniel Connelly
The software Jonathan has created is; simply put, a
Charles Swope
I partnered with Jonathan and his team a couple of years ago as he was creating a revolutionary marketing platform for financial advisors specifically. As each phase was designed, I took part in applying it within the construct of my business and the people I was connected to to get amazing results. Jonathan's vision and his team's performance have allowed me to be more efficient and effective in how I connect with people by leveraging digital technology to bring high value content while incorporating personal touch points along the way to create a tremendous experiential process for my contacts and clients that has allowed me to scale my business in remarkable ways. I am very happy and thankful to say that with this new platform, I have now positioned my business structure for forward thinking success.
Daniel Connelly
The software Jonathan has created is; simply put, a
Charles Swope
I partnered with Jonathan and his team a couple of years ago as he was creating a revolutionary marketing platform for financial advisors specifically. As each phase was designed, I took part in applying it within the construct of my business and the people I was connected to to get amazing results. Jonathan's vision and his team's performance have allowed me to be more efficient and effective in how I connect with people by leveraging digital technology to bring high value content while incorporating personal touch points along the way to create a tremendous experiential process for my contacts and clients that has allowed me to scale my business in remarkable ways. I am very happy and thankful to say that with this new platform, I have now positioned my business structure for forward thinking success.
Daniel Connelly
The software Jonathan has created is; simply put, a
Credentials
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AI for Leaders
Great LearningOct, 2021- Oct, 2024 -
AI For Everyone
deeplearning.aiJun, 2020- Oct, 2024 -
Certification of Membership
Leaders Excellence at Harvard SquareNov, 2016- Oct, 2024 -
Application of AI, InsurTech, and Real Estate Technology
Wharton Online -
Continuous Delivery & DevOps
University of Virginia -
Customer Analytics
Wharton Online -
Data-Driven Decision Making
PwC -
FinTech: Foundations, Payments, and Regulations
Wharton Online -
Foundations of User Experience (UX) Design
Google -
Introduction to Augmented Reality and ARCore
Google
Experience
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Wealth I/O
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United States
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Technology, Information and Internet
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1 - 100 Employee
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Founder-CEO
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Jun 2020 - Present
Pre-seed funded startup with a vision to be the leader in wealth management marketing with simple, easy-to-use experience-driven marketing technology. Pre-seed funded startup with a vision to be the leader in wealth management marketing with simple, easy-to-use experience-driven marketing technology.
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Entrepreneur Media
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Software Development
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700 & Above Employee
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Contributing Writer
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Jul 2017 - Present
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StartUs
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Russian Federation
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Human Resources Services
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Guest Author
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Jun 2015 - Present
Startus is the fastest growing career network connecting you with the European community Startus is the fastest growing career network connecting you with the European community
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JM School of Design & Business
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India
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E-Learning Providers
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Founder
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Oct 2014 - Feb 2020
400+ Students Enrolled - helped start 30+ fashion businesses from our pool of alumnae. Highlights: - Started with less than $200 and scaled revenue to about $1M. - Grew 101% YoY for first 3 years. - Launched 10-20x Marketing Campaigns YoY. - Awarded Most Emerging Private Institute for Design & Business in 2018. Lessons Learned: - Chose loan debt over seed money to avoid dilution. Couldn't recover. - Advisors/mentors - did not consult with enough mentors or advisors through the growth stage. - Re-branded at the wrong time while scaling Ops. - Should have made a faster pivot to a hybrid model of e-learning + a training centre.
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Director of Recruiting
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May 2013 - Oct 2014
I helped recruit Entrepreneurs for Versys’ incubator program that was certified by Regent University, VA. I helped recruit Entrepreneurs for Versys’ incubator program that was certified by Regent University, VA.
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Engage Group NZ
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New Zealand
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Public Relations and Communications Services
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Marketing Promoter
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May 2011 - Aug 2011
Implemented Innovative On-Street Marketing Strategies Implemented Innovative On-Street Marketing Strategies
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Education
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Auckland University of Technology
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Ebenezer International School
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Regent University
Diploma in Entrepreneurship, Entrepreneurial and Small Business Operations
Community
