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Jon is the President/CEO of Callahan & Associates and the Vice President and Assistant Treasurer for TRUST Mutual Funds. He also serves as esteemed member on the Board of Directors for Callahan & Associates as well as myCUmortgage. Prior to taking the reins as managing partner for Callahan, Jon was responsible for leading sales and marketing for the TRUST Mutual Funds, which supports credit union investments through professionally managed mutual funds. He also served as President and CEO of Credit Union Student Choice, a private, credit union-owned student lending CUSO.
Jon’s impressive leadership at Credit Union Student Choice grew the student lending start up to over 50,000 loans originated representing balances in excess of $1.2 billion all while delivering a 50% return on equity to the 230 credit union partners. Jon is a seasoned financial services professional with nearly 15 years of credit union experience. He has extensive knowledge on the opportunities and challenges faced by the industry and a demonstrated talent for leading successful financial ventures. His proven ability to bring people together for the advancement of shared ideas, coupled with his amicable presentation style, creates the ideal environment for innovation incubation and ideation collaboration. His presentations consistently deliver impactful messages that move credit unions’ towards successful outcomes.
Jon earned a Bachelor of Arts degree in political science from Denison University in Granville, OH, and an MBA from the Kogod School of Management at American University in Washington, DC. He also holds FINRA license series 6 and 63.
More purpose trumps maximizing profit at the world’s largest asset manager. Member-owned financial cooperatives should take note.
Strategic decisions made around three essential elements will prove critical to the future success of the credit union movement.
Callahan's Managing Partner Jon Jeffreys discusses the new ownership model and how it benefits both employees and the credit union industry.
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A Mr. Rogers commencement speech shows how business theories can inspire the human dimension of credit union service.
The industry is safe, but it’s not sound. Today’s political climate is right for the regulator to take on a new role as the movement’s champion.