Jon Wolfe

Experience

• 

  Wipfli LLP

  Dec 2011 - Feb 2017

  • Senior Accountant - Audit Financial Institutions

    Dec 2014 - Feb 2017

  • Staff Accountant

    Dec 2011 - Dec 2014
• 

  Anchor Bank, N.A.

  Feb 2017 - Apr 2017

  Senior Internal Auditor
• 

  Platinum Bank

  Apr 2017 - now

  As CFO, overseeing the finance, risk management, and human resource teams. Responsible for the financial health of the bank by managing all financial-related activities, including accounting, regulatory reporting, liquidity, and asset/liability management, recruiting top talent, and fostering our vision, mission, and values. Member of the Executive Leadership team, driving EOS integration.AGILE LOCAL DECISION MAKINGWe understand your challenges, because we, too, are a growth-oriented business. Our business-savvy professionals offer advice and insights that you will likely find unique to the business banking world. You know your business better than anyone, and Platinum Bank respects and appreciates this. At Platinum, you’ll get fast, straightforward answers because our decisions are made locally. By collaborating with you to completely understand your goals, we can assist you more efficiently while getting to ‘yes’ faster.A STRATEGIC BUSINESS PARTNERPlatinum is more than an outside extension of your business – we are your strategic business partner, ready to assist you and your business with a portfolio of resources, products, and services that you won’t find anywhere else in the industry. Platinum’s capabilities rival those of the large, national banking institutions whose focus and personal attention to your needs may go neglected.CREATIVE BANKING SOLUTIONSPlatinum Bank is here with strategic advice and a product portfolio to help you achieve your business goals and dreams.• Working Capital Credit Lines• SBA Loans• Real Estate Finance• Commercial Construction Loans• Equipment Finance• Tailored Business Checking Accounts• Money Market Accounts• Remote Deposit & Mobile Remote Deposit• Online & Mobile Banking• Full Suite of Cash Management Products & Services Show less

  • Chief Financial Officer

    Nov 2020 - now

  • Controller

    Apr 2017 - Nov 2020