Jonathan Powell is a Senior Managing Principal of CEG Worldwide. Powell's expertise in developing top-performing financial advisors is a great asset to the clients he serves through CEG. Working with many of the nation's top financial firms, he enjoys helping advisors transform their professional and personal lives by using CEG Worldwide's research-backed principles. Powell has hired and coached hundreds of the industry's top financial advisorsin multiple distribution channelsfor more than 25 years. After starting his career as an independent financial planner in the San Francisco Bay area, he went on to spend more than two decades with Citigroup before retiring to pursue his passion for training and coaching.\nIn his lengthy career, Powell has managed branches for Smith Barney and led Citibank's West Coast brokerage business, overseeing 290 financial advisors and 20 managers. Since joining CEG Worldwide, Powell has made a major impact at the firm. He delivered over 20 keynote speeches and 100 training classes in 2009 alone in the U.S. and Canada.\nPowell earned a BA in economics from Stanford University and holds the CFP designation. He is a co-author of Breaking Through: Building a World-Class Wealth Management Business.
Like what you see? Make sure you're getting it all
Tax Pro Today is the leading information resource for tax preparers and tax professionals – serving the community of practitioners who provide tax preparation, planning and consulting services to individuals and small businesses.