Jonathon Coffman
St. Louis
Summary
International event and travel professional experienced in corporate meetings, incentive programs, and global logistics. Skilled at managing supplier relationships and delivering exceptional client experiences across diverse destinations.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Travel Director
Maritz
06.2024 - Current
- Travel internationally and domestically 280+ days a year to manage onsite event operations, including supplier management, executive coordination, crisis resolution, and billing reconciliation.
- Act as the primary point of contact for clients, vendors, and on-site teams, ensuring alignment on event objectives, hotel operations, and handling real time issues.
- Lead programs overseeing the scheduling and smooth operations.
- Aligned partnerships with clients include AT&T, Edward Jones Financial, Merz, and Coca-Cola.
Investment Analyst
Charles Schwab
08.2023 - 06.2024
- Identified operational gaps and led cross-team efforts to optimize systems and deliver a higher standard of client service.
- Responsible for the transition of new clients from TD Ameritrade during the major transitional periods.
Investment Services Intern
Charles Schwab
06.2023 - 08.2023
- Constructed a project focused on the great wealth transfer, identifying opportunities for enhancing Schwab's operational processes and client experiences.
- Participated in a wide array of seminars and meetings, engaging with professionals such as managing directors, and leaders throughout the organization.
Education
Bachelor of Science - Finance
Saint Louis University
St. Louis, MO05-2024
Skills
- Client Relationship Management
- Project Management
- Analytical Problem-Solving
- Microsoft Office Suite
- Communication and Presentation
- Networking and Relationship Building
Certification
- Microsoft Office Excel 2016 Certification - August 2023
- Bloomberg Financial Certification - October 2023
- FAA Private Pilot - April 2022
Timeline
Travel Director
Maritz
06.2024 - Current
Investment Analyst
Charles Schwab
08.2023 - 06.2024
Investment Services Intern
Charles Schwab
06.2023 - 08.2023
Bachelor of Science - Finance
Saint Louis University