Summary
Overview
Work History
Education
Skills
Certification
Volunteer Involvement
Timeline
Generic

Jonathan M. Towner

Atlanta

Summary

Compliance analyst with extensive experience in developing and implementing evaluation and training programs to enhance compliance standards. Proven ability to maintain integrity and focus in all professional endeavors. Several years of experience in analytics roles, targeting challenging positions that offer growth opportunities.

Overview

3
3
years of professional experience
1
1
Certification

Work History

OBA Compliance Analyst

Primerica
Duluth
12.2024 - Current
  • Monitor, review, and investigate outside business activities (OBAs) submitted by field representatives.
  • Collaborate with internal departments to ensure compliance with internal policies and financial regulatory expectations.
  • Assist with risk assessment strategies, and ongoing development of compliance procedures.

Licensing Compliance Analyst & Coach

Primerica
Duluth
08.2024 - 12.2024
  • Designed and implemented a VBA-based reporting pathway for monitoring exam irregularities among future representatives.
  • Identified patterns tied to specific RVPs, enabling the company to address integrity issues proactively.
  • Created analytics dashboards and compliance reports using SQL, Excel, and Power BI to track exam trends and risk behaviors.
  • Partnered with leadership to establish data-driven practices aligned with regulatory frameworks.

Sales and Data Analyst Intern

Order Eats
Birmingham
05.2022 - 12.2022
  • Implemented CRM HubSpot into daily operations and trained staff on use.
  • Collaborated with executive leadership to build sales strategies.
  • Applied SQL, Python, and Tableau to conduct market research and improve business processes.

Education

Bachelor of Science - Business Administration, Finance and Data Analytics

Samford University
Birmingham, AL
08-2024

Skills

  • SQL and VBA
  • Data analysis and visualization
  • Microsoft Office suite
  • Relationship management
  • Policy and regulatory compliance
  • Auditing and compliance procedures
  • Financial analysis

Certification

  • Securities Industry Essentials (SIE)
  • FINRA Series 6
  • FINRA Series 26

Volunteer Involvement

  • Regions New Venture Business Plan Challenge, 2021
  • English Learners Mentor, Homewood High School, 2021–2023
  • Turning Points, Samford Foundation, 2022–2024
  • Golf Club, 2022–2024
  • Tennis Club, 2023–2024
  • Operation Christmas Child, 2020–2025
  • Tuscaloosa Metro Animal Shelter, 2022–2024

Timeline

OBA Compliance Analyst

Primerica
12.2024 - Current

Licensing Compliance Analyst & Coach

Primerica
08.2024 - 12.2024

Sales and Data Analyst Intern

Order Eats
05.2022 - 12.2022

Bachelor of Science - Business Administration, Finance and Data Analytics

Samford University

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Jonathan M. Towner