Jonathan Williams

Portfolio Manager, Wine & Beverage Division at BMO Bank

Role
Sr Portfolio Manager at BMO
Location
Napa, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jonathan Williams

Supporting the banking needs of the wine industry Solutions for: inventory growth, equipment, real estate acquisitions, construction, leveraged buyouts, vineyard development, deposit, foreign exchange and cash management. Outside of work I volunteer in the role of President on the board of directors for the non-profit Napa Valley Marathon. A world-class marathon that has generated over $500k in the last decade in scholarships for high school students and other non-profit organizations. An Olympic and Boston marathon qualifying race driving over $13mm of impact to Napa annually!

Experience

  1. Sr Portfolio Manager

    BMO

    Jun 2023 — Present · Napa, CA, US

Education

  • Napa Valley Junior College

    Viticulture and Enology

  • Sonoma State University

    Master of Business Administration (M.B.A.), Wine Business

    2014 — 2015

  • Saddleback College

    Associate of Science - AS, Real Estate

  • Sonoma State University

    Bachelor of Arts (BA), Chemistry

    2011 — 2013

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Jonathan Williams — Sr Portfolio Manager at BMO in Napa, CA, US | Unifers