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Jordan Cotter Location
Norwalk, IA, US
Jordan Cotter Work
Manager of Advisor Relationship Team @ (January 2025 - Present)
Manager of Relationship Manager Team @ (January 2025 - Present)
Investment Relationship Manager @ (November 2022 - January 2025)
Trade Review Principal @ (March 2021 - November 2022)
New Business Coordinator @ (August 2018 - May 2021)
Operations Coordinator @ (April 2017 - August 2018)
Retail Wireless Consultant @ (June 2014 - December 2016)
Annuity Customer Service Representative @ (January 2014 - June 2014)
Bartender @ (May 2008 - July 2013)
Investment Relationship Manager @ Brokers International Financial Services, LLC (November 2022 - January 2025)
Trade Review Principal @ Brokers International Financial Services, LLC (March 2021 - November 2022)
New Business Coordinator @ Brokers International Financial Services, LLC (August 2018 - May 2021)
Jordan Cotter Education
University of Northern Iowa
Math (Actuarial Science)
2014-2017
Iowa State University
Bachelor of Science (B.S.) (Liberal Studies)
2010-2013
Jordan Cotter Skills
Mathematics
Microsoft Office
Analytical Skills
Reading For Information
Communication
Problem Solving
Multitasking
Time Management
Actuarial Exams
Customer Service
Applied Mathematics
Platinum Ncrc
Actuarial Science
Detail Oriented
Jordan Cotter Summary
Jordan Cotter, based in Norwalk, IA, US, is currently a Manager of Relationship Manager Team at Integrity Wealth. Jordan Cotter brings experience from previous roles at Integrity Wealth. Jordan Cotter holds a 2014 - 2017 Math in Actuarial Science @ University of Northern Iowa. With a robust skill set that includes Mathematics, Microsoft Office, Analytical Skills, Reading For Information, Communication and more. Jordan Cotter has 2 mobile phone numbers on RocketReach.
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