Jordan A Hutchison

Wealth Program Manager

Jordan A Hutchison is a highly qualified expert, that works in Monstro on the position of Wealth Program Manager since 2020. This person gained professional experience in more than nine positions at different companies. Jordan A Hutchison went to the The Wharton School and received education from 2018 to 2023. This expert has the following qualifications: Certified Financial Planner™ Candidate (In Progress), Behavioral Financial Advice : Behavioral Financial Advisor™ (Bfa™), and Applied Behavioral Finance Certificate. Atlanta, Georgia is the city, where this professional was known to settle. Jordan A Hutchison's phone number and email are accessed through this website by request.
Name variants:
Jorden Hutchison, Jordyn Hutchison
Last updated May 28, 2024

Contact Information

Last Update
Jul 13, 2022
Email
jo**@gmail.com
Location
Atlanta, GA
Company
Monstro

Workplace

Wealth Program Manager

Work History

Wealth Program Manager

from May 2020

Client Experience Strategist and Behavioral Finance Expert

1230 Peachtree St, Atlanta, GA 30309
✯ Serve as a subject matter expert on client psychology, behavioral science, human well-being strategies, behavioral finance, and communication. Train and coach, all levels of the organizati...
Apr 2018 — Nov 2019

Financial Advisor and Behavioral Science Trainer

1100 Abernathy Rd northeast, Atlanta, GA 30328
Behavioral Wealth Management JOYN has invested over a decade applying neurobiology and the scientific principles of Behavioral Economics & Behavioral Finance to create a new paradigm, Behavi...
Feb 2016 — Apr 2018

Vice President and Wealth Consultant - Wealth Management

In this capacity, I provided operational, financial leadership, developed and implemented business development initiatives, short, and long-term business objectives, and worked with the CIO ...
Mar 2013 — Feb 2016

Management Consultant

1101 Mcmurtrie Dr, Huntsville, AL 35806
to help in the sell of the company) USi is an expert technology and engineering solutions, provider. USi currently serves various federal programs, several large defense and technology fir...
Jul 2015 — Dec 2015

Associate Private Wealth Advisor - Sagemark Private Wealth and First Financial Group of the South

2005 Market St, Philadelphia, PA 19103
In this role, I delivered exception financial planning, wealth management, and asset allocation services to high-net-worth clients. Utilized analytical thinking, problem-solving, and communi...
May 2011 — Mar 2013

Graduate Teaching Assistant - Csm Department

Tuscaloosa, AL
✯ Taught online and in-person classes of 130+ students (Personal Finance, Retirement Planning and Consumer Economics).
Jun 2011 — May 2012

Center For Athletic Student Services - Athletic Tutor

Tuscaloosa, AL
✯ Tutored collegiate athletes in all areas of Consumer Sciences and Personal Finance.
2010 — 2012

Healthy Bama and Healthy Finances - Workshop Coordinator

Tuscaloosa, AL
✯ Organized and taught Dave Ramsey Financial Peace. ✯ Spoke to classes throughout different departments about financial habits. ✯ Worked directly with Healthy Bama to promote healthy fina...
Sep 2010 — Dec 2011

Occupations

Executive
Program Director
Accountant
Finance and Accounting Specialist
Subject Matter Expert
Doctor
Psychologist
Sport Trainer
Sports Trainer
Certified Public Accountant
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skilled Professional
Psychology Specialist
Sports Trainers

Skills

Wealth Management
Strategic Planning
Behavioral Economics
Retirement Planning
Estate Planning
Investments
Insurance
Financial Planners
Investment Advisory
Asset Management
Alternative Investments
Finance
Mutual Funds
401K
Asset Allocation
Financial Analysis
Financial Services
Risk Management
Retirement
Financial Advisory
Portfolio Management
Wealth
Life Insurance
Analysis
Long Term Care
Financial Modeling
Private Equity
Hedge Funds
Disability Insurance
Employee Benefits
Annuities
Business Development
Management Consulting
Cost Reduction
Sales
Education Planning
Spss
Salesforce
Management
Leadership
Public Speaking
Leadership Development
Relationship Building
Personal Financial Planning
Series 7
Personal Finance
Qualified Retirement Plans
Financial Services Management
Behavioral Science
Behavioral Finance
Securities
Small Business
Banking
Business Owner Planning
Ira

FAQs about Jordan A Hutchison

What's the main profession of Jordan A Hutchison?

Jordan A Hutchison is a Wealth Program Manager.

What are the main profession of The professional?

These person's professions are Executive and Program Director

Where does Jordan A Hutchison live?

They lives in Atlanta, Georgia.

What is Jordan A Hutchison's email?

The professional's email is jo**@gmail.com.

How many companies did Jordan A Hutchison work at?

The professional worked at nine jobs.

Where has Jordan A Hutchison studied?

Jordan studied at the Wharton School from 2018 to 2023.

Are there any professional certifications Jordan A Hutchison has?

Jordan A Hutchison received the following certifications: Certified Financial Planner™ Candidate (In Progress) and Behavioral Financial Advice : Behavioral Financial Advisor™ (Bfa™).

What languages does Jordan A Hutchison speak?

Jordan A Hutchison speaks English.
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