Jan Koenig Email & Phone Number

Jan Koenig

Vice President Financial Wellness at Summit Credit Union | Greater Madison Area

Jan Koenig Socials
About Jan Koenig

Jan Koenig serves as the Vice President of Financial Wellness at Summit Credit Union, where he plays a pivotal role in enhancing the financial literacy and well-being of employees and members alike. With a results-oriented mindset, Jan has successfully spearheaded initiatives that transform visions into actionable strategies, aligning organizational goals with the needs of the community. His expertise in strategic planning and management has been instrumental in standardizing and developing new processes and procedures, including prospect guidelines and cross-departmental workflows. These efforts not only streamline operations but also bolster the scalability of the Financial Wellness for Employees by Summit department.

In his current role, Jan leads the onboarding and training of Salesforce, customizing the platform to meet the unique needs of the organization. His oversight of Salesforce administration ensures that the platform remains a robust tool for tracking progress and enhancing communication across teams. By leveraging his skills in coaching, negotiation, and team leadership, Jan fosters a collaborative environment that encourages innovation and continuous improvement.

Key projects under his leadership include the development of proposal and agreement templates that enhance efficiency and clarity in financial wellness initiatives. Jan’s commitment to elevating business performance is evident in his proactive approach to creating structured pathways for execution, which have repeatedly garnered recognition for driving growth and strategic alignment within the organization. His passion for financial wellness, combined with his extensive background in telecommunications and direct sales, positions him as a thought leader in the industry, dedicated to empowering individuals and organizations to achieve their financial goals.

Jan Koenig Work
1 experience icon

Vice President Financial Wellness at Summit Credit Union in September 2018 to Present

2 experience icon

Manager of Sales at LOFFREDO in October 2016 to September 2018

3 experience icon

Territory Sales Manager at Frontier Communications in January 2011 to October 2016

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Jan Koenig Skills

Team Building

Telecommunications

Account Management

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About Jan Koenig's Current Company
Frequently Asked Questions about Jan Koenig

What is Jan Koenig email address?

Email Jan Koenig at [email protected] and [email protected]. This email is the most updated Jan Koenig email found in 2026.

What is Jan Koenig phone number?

Jan Koenig phone number is +16088434443 and +16088434433.

How to contact Jan Koenig?

To contact Jan Koenig send an email to [email protected] or [email protected]. If you want to call Jan Koenig try calling on +16088434443 and +16088434433.

What is Jan Koenig net worth?

Jan Koenig has an estimated net worth of $750,000 to $999,999

What company does Jan Koenig work for?

Jan Koenig works for Summit Credit Union

What is Jan Koenig's role at Summit Credit Union?

Jan Koenig is Vice President Financial Wellness

What industry does Jan Koenig work in?

Jan Koenig works in the Banking industry.

Jan Koenig Email Addresses

Email Jan Koenig at [email protected] and [email protected]. This email is the most updated Jan Koenig email found in 2026.

Jan Koenig Phone Numbers

Jan Koenig phone number is +16088434443 and +16088434433.
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