Jonathan Joseph

Jonathan Joseph is a hard-working and innovative professional with a diverse educational background and extensive experience in management, consulting, and finance.

He holds a Juris Doctor (J.D.) degree in Taxation from Valparaiso University School of Law, a Master of Business Administration (M.B.A.) in Accounting with a concentration in Financial Analysis from Indiana University - Kelley School of Business, and bachelor's degrees in Finance and Accounting from Indiana University and Economics and Statistics from the University of Rochester.

Jonathan has held various significant roles in organizations, including Head of Customer Success, VP of Business Development, and Strategic Growth at finally. His past experiences include positions such as Business Development Consultant at Service Products, Inc. in Chicago, Audit Staff at ORBA, and Staff Accountant at Michael E. Lipp & Associates, P.C.

His career also includes roles like Tax Clinic - Certified Legal Intern at Valparaiso University, Asset Management Intern at Lakeside Wealth Management, and Corporate Development & Finance Analyst at CME Group. Additionally, he has served as the Chief Financial Officer / Managing Partner at Miniman Fun Food and as a Financial Consultant at RightRez, Inc.

Jonathan's expertise spans areas such as corporate finance, asset management, business development, and financial analysis. He is adept at training, leading, collaborating, and evaluating in dynamic and results-oriented environments. Known for being self-starting, coachable, and effective under pressure, Jonathan brings a wealth of knowledge and skills to any team.