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Jon Lunitz

CX Strategist, Podcast Host, Author, General Manager @ibex Financial

Jon Lunitz is a seasoned executive in the financial services sector, currently serving as the Senior Vice President and General Manager at Ibex Financial. He has extensive experience in various aspects of finance, including strategy development, client services, financial modeling, and project management.

Education

  • Bachelor of Business Administration (BBA) from the University of Georgia - Terry College of Business, focusing on Banking, Corporate Finance, and Securities Law.
  • Master of Business Administration (MBA) from Georgia State University - J. Mack Robinson College of Business.
  • Holds certifications as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College of Financial Services.

Career Highlights

  • Ibex Financial: Served as SVP & General Manager from 2019 to 2022, focusing on sales and marketing strategies within the financial services industry.
  • VXI Global Solutions, LLC: Worked as Vice President of Global Accounts from 2017 to 2019.
  • Citi: Held various senior roles including Senior Vice President of Global Resource and Location Strategy and Vice President positions in Alternative Work Strategies and Strategic Partner Accounts from 2001 to 2016.

Contributions and Expertise

Jon Lunitz is known for his strategic approach to business planning and operational efficiency. His specialties include:

  • Strategic sourcing and operational business planning.
  • Client relationship management and business process outsourcing.
  • Leadership development and risk management.

He has also been active in industry organizations, serving as Co-Chair for the Florida Chapter of the International Association of Outsourcing Professionals (IAOP) from 2015 to 2020.

In addition to his executive roles, Lunitz has contributed to discussions on fintech innovations and their implications for customer engagement in both financial services and utilities. He emphasizes the importance of leveraging data to enhance customer experiences and remain competitive against emerging fintech solutions.123

Highlights

Nov 11 · theorg.com
Jon Lunitz - Sales Director at DATAMARK | The Org
Jan 1 · intail.ai
Jon Lunitz, Datamark Inc | Find your best path for intro - Intail AI
Big Tech Lessons from FinTech to Utilities - Energy Central

Related Questions

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Jon Lunitz
Jon Lunitz, photo 1
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Location

Jacksonville, Florida