Alexander Jordan Email & Phone Number
Regional Vice President @ Capital Investment Management, Inc. (CIMI)
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Alexander Jordan Location
- Richmond, VA, US
Alexander Jordan Work
- Regional Vice President @ (January 2017 - Present)
- Registed Representative @ (January 2018 - Present)
- Regional Vice President @ (July 2013 - March 2016)
- Public Speaker @ (July 2012 - July 2013)
- Regional Vice President @ (January 2006 - May 2011)
- Marketing Director and Wholesaler @ (January 2000 - January 2006)
- Financial Advisor @ (May 2011 - June 2012)
Alexander Jordan Education
- Collegiate School
Diploma (College Preparatory)
- Hampden-Sydney College
Bachelor of Arts (Economics)
- Georgetown University
Certificate (Financial Planning)
Alexander Jordan Skills
- wealth management
- Behavioral Finance
- Wealth Management Services
- Public Speaking
- wholesaler
- Fixed Annuities
- Life Insurance
- Managed Money
- Annuities
- Mutual Funds
- Investment Strategies
- Working with Investors
- Annuity Sales
- Annuity Strategies
- Marketing
- Training
- Investments
- Insurance
- Financial Services
- Financial Advisory
- Finance
- Asset Management
- series 7
- Variable Annuities
- Indexed Annuities
- Leadership
- Presentation Skills
- Series 63
- PowerPoint
- VIP
- Salesforce.com
- Needs Analysis
- Fixed Income
- Securities Regulation
- Retirement Planning
- Sales
- Financial Planning
- Brokerage
- IRAs
- Strategic Relationships
- Business Development
- Education
- Series 6
- 401k
- 401k Retirement Savings Plans
- Investment Advisory
- Asset Allocation
- See 9+see Less
- Sales Management
- Strategic Financial Planning
- Microsoft Office
- Microsoft Word
- Relationship Building
- Real Estate
- Microsoft Excel
- Time Management
- Employee Training
- Customer Service
- Financial Analysis
- VA
- Strategic Financial
- Trading
- Retirement
- Series 65
- Securities
- Keys
- Sales Manager
Alexander Jordan Summary
- Alexander Jordan, based in Richmond, VA, US, is currently a Regional Vice President at Capital Investment. Alexander Jordan brings experience from previous roles at Simplicity Group, Global Atlantic Financial Group, Edelman Financial Engines and Jackson. Alexander Jordan holds a Diploma in College Preparatory @ Collegiate School. With a robust skill set that includes wealth management, Behavioral Finance, Wealth Management Services, Public Speaking, wholesaler and more. Alexander Jordan has 2 emails and 2 mobile phone numbers on RocketReach.
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