See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Jon Spahn profile image

Jon Spahn

Research Analyst at Kingstone Financial
Intro Book
Seasoned professional with leadership and management expertise.
  • Claim this Profile
Location
Greater Minneapolis-St. Paul Area, US
Skills
  • Leadership
  • Teamwork
  • Customer Service
  • Event Management
  • Event Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Jon Spahn is a seasoned professional with a strong background in leadership, team management, and customer service. He has experience in event management, planning, and video editing, as well as skills in social media, marketing, and Microsoft Office. Jon has held various roles, including intern, research analyst, president, vice president, and career mentor, and has worked in industries such as finance, agriculture, and education.

Credentials

  • Bloomberg Market Concepts (BMC)
    Bloomberg
    Dec, 2020
    - Apr, 2026

Experience

  • Kingstone Financial
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Research Analyst
      • May 2024 - Present

      Kingstone Capital Partners is an independent RIA providing investment advisory as well as consulting services including strategy consulting, business transition planning, personal and corporate tax strategies, strategic acquisitions, and multi-generational family financial planning services. Dallas | Denver | San Diego | Tampa | Minneapolis

    • Intern
      • May 2022 - May 2024

  • NDSU Bison Fund
    • President
      • Apr 2023 - Present

    • Vice President of Investments
      • Apr 2022 - Apr 2023

    • Risk Manager
      • Apr 2021 - Apr 2022

    • Member & Analyst
      • Aug 2020 - Apr 2021

  • Pathway Ventures
    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Associate
      • Apr 2024 - Present

    • Vice President
      • Feb 2023 - Apr 2024

      Collaborated with a group of students to kickstart a previously created entity for a student-run venture fund, operating as a 501c3 LLC. We raised capital to start a student-run VC fund, based on the goal to invest in Fargo-Moorhead and Midwest start-ups from Pre-Seed to Series A to spread stories of founders and scale the infrastructure of the Fargo-Moorhead community• Sourced deal flow and co-investing opportunities• Established strategic partnerships with local and regional stakeholders• Managed development of a custom curriculum to teach students about venture capital, fund management, critical thinking, etc.• Raised over $100,000 for our Non-profit fund in under a year• Established a recruiting and retention strategy• Tripled the size of our team (5 to 17)• Tripled the fund's portfolio of companies

  • NDSU Career and Advising Center
    • Fargo, North Dakota, United States
    • Career Mentor
      • Jul 2022 - Apr 2024
      • Fargo, North Dakota, United States

  • AgCountry Farm Credit Services
    • Fargo, North Dakota, United States
    • Farm Credit Fellow
      • Jan 2023 - May 2023
      • Fargo, North Dakota, United States

      Participated in a fellowship program between AgCountry and NDSU (AGEC 356: Advanced Agricultural Lending) where we learned about loan structure, financial analysis, borrower-lender relationships, farm accounting, and much moreHad the privilege of working for multiple days with AgCountry loan officers on different lending cases with our class of fellows

  • Minnesota Valley Country Club
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Outside Services
      • Aug 2018 - Aug 2022

    • Caddie - “Eagle” Ranking
      • Mar 2017 - Aug 2022

  • CFA Society Minnesota
    • Fargo, North Dakota, United States
    • Institute Research Challenge (IRC) - Group Leader
      • Sep 2021 - Feb 2022
      • Fargo, North Dakota, United States

      Made it to sub-regional presentation round presenting on NYSE:ECL

  • Mystic Lake Casino Hotel
    • United States
    • Gambling Facilities and Casinos
    • 700 & Above Employee
    • Corporate Finance / Inventory Control Intern
      • Jan 2020 - Mar 2020

    • Environmental Sustainability Intern
      • Jan 2020 - Mar 2020

  • Shakopee Mdewakanton Sioux Community (SMSC)
    • Greater Minneapolis-St. Paul Area
    • Sustainability Lead
      • Oct 2019 - Jan 2020
      • Greater Minneapolis-St. Paul Area

Education

  • 2020 - 2024
    North Dakota State University
    Economics and Finance
  • 2019 - 2020
    Shakopee CAPS
    Business Administration and Management
  • 2016 - 2020
    Shakopee Senior High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Management Consulting”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles