With over 17 years of experience in corporate trust and agency services, he specializes in escrow and paying agency mandates, helping clients navigate complex financial transactions.
Jonathan focuses on expanding Kroll’s Agency and Trustee Services presence on the West Coast, leading business development efforts and working closely with clients, legal teams and financial institutions to structure and manage transactions efficiently.
Before joining Kroll, he held roles at Wells Fargo Corporate Trust and Citi Private Bank Law Firm Group, gaining extensive experience in trust and fiduciary services.
He holds an MBA in finance from Saint Mary’s College of California.
