Jonathan Wenger

Empowering Clients to Unlock Financial Potential | Strategic Wealth Planning & Education Specialist

Shippensburg, Pennsylvania, United States

About

Experience

  • Program Supervisory Analyst at U.S. Department of Veterans Affairs
    May 2024 - Present · 2 yrs 3 mos

  • Financial Services Advisor at Primerica
    Sep 2022 - Present · 3 yrs 11 mos

    Are you ready to take control of your financial future? I believe that financial security is within reach for everyone, regardless of income level. With a passion for teaching the fundamentals of personal finance, I help Main Street families and individuals build a solid foundation for making wise money choices. My approach is simple: do what's right. Every day, I work alongside my clients, raising awareness about their financial needs and collaborating to develop tailored solutions. Whether it's income protection, retirement planning, or pursuing various financial goals, we work together as a team to secure your financial well-being. Let's embark on this journey to financial empowerment together. Reach out today, and let's make your financial dreams a reality.

  • Letterkenny Army Depot ()
    • Data Manager
      Aug 2018 - May 2024 · 5 yrs 10 mos

      Work within the Directorate of Information Management (DOIM) to bridge the gap between the G3 and G6, facilitating seamless communication and collaboration between these key departments within the organization. Augmenting business processes and data discovery with Microsoft tools to integrate and embed efficient outputs and applications throughout our organization. Advised and provided data solutions to meet the specific data requirements of various production units, ensuring timely and accurate data delivery for critical operational needs. Built functional reporting and application-style data sets with SQL, optimizing data structures to deliver efficient and controlled outputs, enhancing decision-making processes across the organization. Played a pivotal role in facilitating requirements gathering, collaborating closely with Subject Matter Experts (SMEs) from all directorates of Depot Operations, ensuring that data solutions met the diverse needs of different departments. Provided invaluable analytical and technical support to report and data consumers, enabling them to make data-driven decisions and extract valuable insights from the available data. Contributed to significant IT improvements by implementing Secure File Transfer Protocol (SFTP) solutions, enhancing data security and streamlining data exchange processes within the organization. With a proven track record of bridging interdepartmental gaps, optimizing data processes, and delivering data-driven solutions, I have been instrumental in supporting the Depot Operations with their data management needs. My experience in advising, building efficient data sets, and facilitating communication has resulted in improved decision-making and operational excellence. I am passionate about leveraging data to drive success and am eager to take on new challenges in the field of data management.

    • Management and Program Analyst
      Feb 2016 - Aug 2018 · 2 yrs 7 mos

      As a seasoned Management and Program Analyst, I have had the privilege of serving in various capacities, where my analytical prowess and dedication have played a pivotal role in optimizing production support and depot operations. Here's a glimpse of my accomplishments: Production Support Analyst: I've served as a meticulous analyst for production support, focusing on identifying and addressing overarching issues across the depot. My role involved creating comprehensive reports utilizing LMP (Logistics Modernization Program) and BI (Business Intelligence) tools. These reports, including the Confirmation Report, EIDS Report, and Expenditure Report, were instrumental in measuring, tracking, and enhancing operational efficiency. Issue Resolution Expert: Collaborating closely with production teams, I've been instrumental in helping resolve issues related to project execution and LMP processes. My problem-solving skills and in-depth understanding of these processes have contributed to smoother operations and timely project delivery. Lead Data Analyst: I've had the privilege of serving as the lead analyst for data mapping and data management planning within LMP and EDW (Enterprise Data Warehouse). This role demanded precision in selecting and mapping fields, ensuring data accuracy and consistency crucial for informed decision-making. Business Intelligence Specialist: My expertise extends to selecting the right business intelligence tools for developing formulas and queries necessary for data analysis, business process implementation, problem resolution, and administrative reporting. I've consistently delivered actionable insights that empower teams to make data-driven decisions. Data Quality Advocate: I've provided invaluable perspective on data quality, fidelity, usefulness, application, and mapping. My commitment to data integrity has been pivotal in ensuring that data-driven decisions are grounded in accurate and reliable information.

    • General Supply Specialist
      May 2015 - Feb 2016 · 10 mos

      Technical Expertise: I've provided invaluable technical advice and assistance in areas such as equipment receipt, storage, classification, and disposal. My proficiency extends to equipment and material characteristics, bolstered by a solid foundation of historical data and evidence. Supply Mission Mastery: My knowledge spans the entire supply mission for Force Provider, encompassing supply chain processes from requirements determination through planning, culminating in the seamless delivery and acceptance of essential parts. Continuous Improvement: I've actively driven work improvement efforts, including manpower management, process change implementation, LEAN Six Sigma studies, and work standards enhancement. My goal is to analyze mission operations and foster continual improvement. Database Proficiency: I've leveraged my proficiency in Microsoft Office applications (Excel, Word, Outlook, and PowerPoint) to compile and edit data, enhancing process functionality and program status reporting. Effective Collaboration: I excel at collaboration, acting as a liaison between various stakeholders, including the program Logistics Management Specialist, Commodity Manager, Production Controller, and Shop Coordinator. This ensures seamless communication between the shop floor and production program management. Team Leadership: I've taken on leadership responsibilities by planning and coordinating the activities of subordinate staff, offering guidance on work efforts, and resolving operational challenges through effective communication and collaboration. Administrative Support: I've assisted management in various administrative tasks, including shop loading and scheduling, attendance tracking, training record management, internal policy development, and facilitating tours and meetings with visitors. My role includes workload monitoring to ensure optimal performance.

  • Letterkenny Munitions Center (Official) ()
    • Supply Technician Inventory
      Jun 2014 - May 2015 · 1 yr

      Extensive LMP-EWM System Expertise: Proficient in conducting thorough searches within the LMP-EWM system, delving into warehouse monitor transactions to resolve complex supply and asset discrepancies. Transaction Analysis: Skillful at researching and identifying the root causes of transaction errors and failures, providing guidance on reconciliation efforts, and ensuring accurate inventory records. Data Comparison: Experienced in comparing data across different databases (LMP-EWM vs LMP-ECC) to maintain consistency, accuracy, and proper cross-referencing, ensuring that NSN vs MANP and asset ownership details align seamlessly. Physical Inventory Management: Adept at conducting scheduled physical inventories for diverse and specialized items, with a knack for identifying discrepancies and reconstructing records to support findings. Record Adjustment Expertise: Skilled in reviewing record adjustments for accuracy and completeness, offering technical advice to resolve discrepancies, and preparing correspondence related to inventory discrepancies. Lost and Found Material Investigations: Capable of assisting in investigations for unidentified lost and found material, proactively initiating inquiries when record imbalances or losses occur. Account Transfers: Proficiently use the LMP System to facilitate smooth material ownership transfers between accounts, ensuring accurate and efficient processes. Project Leadership: Successfully led a Re-warehousing Crew, managing workload, equipment, and providing policy and procedure training. Leveraged MTMS-FM for efficient Work Order Line Item processing and material location transfers. My commitment to accuracy, attention to detail, and problem-solving abilities have consistently contributed to effective inventory management and resolution of supply chain challenges. I am eager to continue leveraging my expertise to drive success in supply and asset management.

    • Supply Technician (Shipping)
      Apr 2013 - Jun 2014 · 1 yr 3 mos

      As a seasoned Supply Technician, I bring a wealth of experience in managing the intricate world of munitions and missiles shipments. My career has been marked by a commitment to excellence in the following areas: Supply System Expertise: I possessed a seasoned and practical knowledge of the supply system and regulatory requirements, including an in-depth understanding of the technical characteristics of ammunition and explosives, supply nomenclature, and the integration of local installations into the DoD system for this specialized commodity area. I recognized the importance of other functions like property disposal, property reutilization, and data processing in relation to the supply system. Supply Principles and Methodologies: My role provided me with a strong foundation in supply principles, concepts, and methodologies, ensuring efficient and compliant operations. Shipping Coordination: Collaborating closely with transportation teams, I ensured Material Release Orders (MRO) were coordinated effectively, and shipping certification papers like Interim Hazard Classification (IHC) and Competent Authority (CA) were attached to shipments when required. I made last-minute adjustments and corrections to shipments to meet delivery dates. Problem Solving: I routinely engaged with Item Managers and supply personnel to address issues with ammunition and explosives shipments, determining immediate supply needs and suitability for specific projects. My experience honed my problem-solving skills. My extensive experience in supply management has equipped me with a deep understanding of business management, organizational processes, and facility operations. I am well-versed in navigating web-based applications and depot information systems. With a strong foundation in supply logistics and a commitment to excellence, I am well-prepared to contribute to supply chain success in any role.

    • Supply Technician (Receiving)
      May 2012 - Apr 2013 · 1 yr

      As a Supply Technician handling diverse responsibilities in ammunition receipt processing and inventory management, here are some highlights of my past roles and accomplishments: Document Processing Expertise: I excelled in performing document processing duties within an ammunition receipt posting environment, working with inbound shipments encompassing a wide range of freight and materials. My attention to detail ensured accurate and efficient handling of receipt documents and work order line items. Strategic Stockpile Management: I demonstrated proficiency in developing, planning, and adjusting the storage stockpile for ammunition and explosives, including chemical ammunition, guided missiles, and missile components. My ability to manage inventory efficiently contributed to streamlined operations. Work Order Management: I specialized in processing Work Orders to completion, ensuring the accuracy of records and material movements. My dedication to detail-oriented work played a critical role in maintaining inventory accuracy. Logistics Coordination: I successfully scheduled and coordinated receiving appointments with various carriers and customers, utilizing the Carrier Appointment System (CAS). Additionally, I handled the scanning of accountable documents for accurate record-keeping. Compliance and Documentation: I maintained strict adherence to local policies and DA Regulations while handling CAT I or II receipts. I generated necessary receipt documentation for inbound receipts using systems like LMP and MTMS-FM. My commitment to compliance and meticulous record-keeping was integral to the process.

  • Letterkenny Army Depot ()
    • Material Examiner and Identifier
      Jan 2011 - May 2012 · 1 yr 5 mos

      Proficiently determined the identity, operational characteristics, and conditions of various materials, including component parts, assemblies, mechanical, environment control systems, pneumatic, and hydraulic assemblies. Meticulously identified material condition, assessed serviceability, and assigned proper condition codes, taking proactive actions for material disposition when necessary. Expertly identified packaging requirements, considering factors like precious metals, hazardous materials, Electronic Static Discharge (ESD) sensitivity, fragile conditions, shelf life requirements, and hazardous contents. Conducted comprehensive research and causative analysis to rectify stock record balance discrepancies, providing essential documentation, national stock/part numbers, nomenclatures, quantities, and condition codes. Collaborated closely with Quality Control, production planning and analysis, and supervisors to ensure material acceptance, research, and proper disposition. Accomplishments: Recorded, researched, analyzed, maintained, and controlled critical records and reports essential for the acceptance, issue, and shipping of production assets. Assured the completion of documentation, periodic inventories, and all other actions related to asset movement. Played a pivotal role in planning, coordinating, and evaluating various phases of the supply mission for Force Provider, demonstrating a profound knowledge of equipment assemblies and materials. Successfully completed operational tests on mechanical systems used in Force Provider Systems, ensuring their reliability and functionality. Operated heavy equipment with precision to efficiently move, load, unload, and maneuver large assets, adapting to diverse terrains and load conditions.

    • Packer
      Sep 2009 - Jan 2011 · 1 yr 5 mos

      I've contributed to the success of various projects in the following ways: Expert Tricon Container Packing: I excel in packing tricon containers with precision and care. My ability to select the most appropriate packing methods and materials based on factors such as class, weight, size, and shape of items has consistently ensured safe and secure transportation. Diverse Packing Abilities: Whether it's packing items in boxes, metal containers, or cartons, I have demonstrated my versatility in handling various materials. This adaptability has enabled me to meet diverse packaging requirements effectively. Thorough Documentation: I place a high emphasis on documentation accuracy. Throughout my career, I've meticulously verified items against documents, ensuring correct stock, model, serial number, nomenclature, quantity, and unit of issue. My attention to detail has been instrumental in preventing discrepancies and ensuring smooth operations. Skilled Fabrication: I possess expertise in carton fabrication for special purposes and materials. I am proficient in operating stencil cutters, heat sealers, and banding equipment, contributing to the customization of packaging solutions. Efficient Record Keeping and Material Management: I am adept at creating computer files to record shipments, maintain inventory, track material requirements, and document job processes. Additionally, my ability to project material requirements and initiate orders streamlines supply chain operations.