Jonathan Wallace serves as the Chief Financial Officer for Gateway First Bank. In this role, Jonathan will oversee all aspects of the company’s finance and accounting functions, including financial reporting, accounting operations, budgeting and forecasting, funding, and asset and liability management. Jonathan will also serve as CFO for Gateway Servco, LLC, and Gateway First Bancorp, Inc., as well as be a leader for the company in general.
With an expansive financial services background of over 24 years of experience, has served in several financial functions spanning multiple companies. Before joining Gateway, Jonathan served as Chief Financial Officer at EnerBank USA, which is a division of Regions Bank. He worked in a variety of Finance and Profitability roles, including Division Finance Executive for Strategy & Client Experience and for Enterprise Services during his 14-year career at Regions.
Jonathan is well-versed in both the mortgage and banking businesses, getting his career start in Washington Mutual’s Mortgage Capital Markets Division working on whole loan sales and securitizations. He additionally held a variety of Finance and Treasury roles supporting Retail Banking and Commercial Banking during his 10 years at Washington Mutual. He worked as a Research Analyst at Grubb & Ellis, providing market intelligence to commercial real estate brokers prior to joining Washington Mutual. He has a strong background in financial management and analysis, strategic planning, risk management, capital expenditure, and profitability analytics.
Jonathan earned his Bachelor of Science in Business Administration with a concentration in Finance & Real Estate from the University of the Pacific in Stockton, CA.