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Jon Bonica
Reporting Specialist at UBS
Jon Bonica is an accomplished professional in the financial operations and compliance realm with significant experience in various roles at innovative companies within the industry. Jon holds a Bachelor's degree from Penn State University in Business-Management, where he excelled in his studies at Smeal College of Business.
With his skill set and proficiency in financial management, Jon is currently serving as the Associate Director of Compliance & Reporting at Alto, one of the fastest-growing investment firms. In his previous role at Alto as Financial Operations Associate, Bonica brought his expertise to manage the company's daily transaction activities while providing top-notch client service.
Before joining Alto, Jon also held several positions at State Farm® and Raymond James, including Account Manager/Analyst and Wealth Management Intern, respectively.
Jon's professional background is highlighted by his experience in financial management, operations, reporting, and compliance. He possesses an excellent understanding of the industry and strives to provide top-level customer service to clients.