Jordan N Andreola is a eficient professional, who works in Fisher Investments main office of which is in 689. as a Investment Counselor | Us Private Client Group from 2018. This person gained professional experience in more than ten positions at different companies. Jordan N Andreola went to the Tallahassee Community College and received education there from 2016 to 2017. Jordan N Andreola has such qualifications as Chartered Financial Consultant (Chfc®), General Securities Principal (Series 24), and General Securities Representative (Series 7). Dallas, Texas is the area, where this expert was lastly known to live. The professional's phone and email can be accessed through SoftwareOfficial by request.
Name variants:
Jorden Andreola,
Jordyn Andreola
Last updated May 27, 2024
Contact Information
Last Update
Jul 14, 2022
Email
ja**@1stglobal.com, jo**@gmail.com
Location
Dallas, TX
Company
Workplace
Investment Counselor | Us Private Client Group
San Francisco, CA
Industry
Investment Advice, Investment Advisory Service
Colleagues
Work History
Investment Counselor | Us Private Client Group
5525 northwest Fisher Creek Dr, Camas, WA 98607
from Dec 2018
Independent Wealth Advisor
Private practice serving HNW families and business owners in the Dallas/Ft. Worth Metroplex
Jan 2011 — Dec 2018
Business Development Executive, Director of Advisor Recruiting
Plano, TX
Oct 2017 — Sep 2018
Senior Advisor, Business Development Director
12750 Merit Dr SUITE 1200, Dallas, TX 75251
Consultant to managing partners of CPA, tax, and estate planning firms
Consultant to RIAs, brokers, insurance agents, and hybrid wealth-management firms
Expert advice on the successful in...
Jan 2011 — Sep 2017
Vice President-Investments, Financial Advisor
270 Park Ave, New York, NY 10010
Jun 2010 — Dec 2010
Director
800 Jackson St SUITE 200, Dallas, TX 75202
401k Advisor Practice & Growth Strategy Consulting
Qualified Plan Acquisition Strategies
Retirement Plan Advisor Value Proposition & Differentiation
Sales Playbook & Marketing Material D...
Apr 2009 — Jun 2010
Senior 401K Sales Associate, Emerging Corporate Markets
245 Summer St, Boston, MA 02210
Consultative 401k plan sales
Presented Fidelity solutions to C-level executives to win new business
Leveraged proprietary benchmark data to score retirement plan success
Final Full-Year ...
Mar 2005 — Feb 2009
Senior Sales Associate
12920 southeast 38Th St, Bellevue, WA 98006
Departing Year Results (2005)
Nationally ranked top performer
1000
post-paid contracts signed during tenure
775
subscribers active at time of departure
Awards & Recognition
Top Marke...
Apr 2002 — Apr 2005
Information Technology Internship
6 Campus Cir, Westlake, TX 76262
May 1999 — Apr 2000
Education
2016 — 2017
2013 — 2015
2011 — 2013
2001 — 2004
1998 — 2000
1996 — 1997
Occupations
Counselor
Accountant
Finance and Accounting Specialist
Advisor
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management
Business Development
Sales and Marketing
401K
Professional Services
Salesforce.com
Leadership
Emoney Advisor
Fiduciary
FAQs about Jordan N Andreola
What is the main profession of Jordan N Andreola?
Jordan N Andreola is a Investment Counselor | Us Private Client Group.
What are the main profession of The professional?
These person's professions are Counselor
Where is Jordan N Andreola currently located?
The expert is currently located in Dallas, Texas.
What is the expert's email?
The professional's email is ja**@1stglobal.com and jo**@gmail.com.
How many companies did Jordan N Andreola work at?
The professional worked at ten jobs.
What education does Jordan N Andreola have?
Jordan studied at the Tallahassee Community College from 2016 to 2017.
What are the certifications of Jordan N Andreola?
This professional received the following certifications: Chartered Financial Consultant (Chfc®), General Securities Principal (Series 24), and General Securities Representative (Series 7).
What languages does Jordan N Andreola speak?
Jordan N Andreola speaks English and Spanish.