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Jonathan Jordan Location
Charlotte, NC, US
Jonathan Jordan Work
Associate @ (March 2026 - Present)
Senior Financial Analyst @ (January 2024 - February 2026)
Financial Analyst @ (June 2022 - January 2024)
Financial Services Consultant @ (June 2021 - March 2022)
Assistant Tax Preparer @ Steve K. Sisk CPA, P.A. (February 2021 - April 2021)
Computer Technician @ Gaston Technical Support Inc (January 2018 - February 2021)
Jonathan Jordan Education
University of North Carolina at Charlotte
Bachelor's degree (Finance, General)
2018-2020
Central Piedmont Community College 2017-2018
North Carolina State University
Pre-Business
2016-2017
Jonathan Jordan Skills
Client Relations
Communication
Critical Thinking
Customer Service
Financial Modeling
Financial Planning
Leadership
Materials Management
Mergers & Acquisitions (M&A)
Microsoft Excel
Problem Solving
Process Improvement
Public Speaking
Teamwork
Technical Support
Valuation
Jonathan Jordan Summary
Jonathan Jordan, based in Charlotte, NC, US, is currently a Associate at Catalyst Strategic Advisors. Jonathan Jordan brings experience from previous roles at Quest, TIAA and Steve K. Sisk CPA, P.A.. Jonathan Jordan holds a 2018 - 2020 Bachelor's degree in Finance, General @ University of North Carolina at Charlotte. With a robust skill set that includes Client Relations, Communication, Critical Thinking, Customer Service, Financial Modeling and more. Jonathan Jordan has 2 mobile phone numbers on RocketReach.
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