Jordan Heller Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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Jordan Heller Location
- New York, NY, US
Jordan Heller Work
- Partner, Managing Director @ (April 2019 - Present)
- Member of the Board of Directors @ (January 2013 - Present)
- Member of the Board of Directors @ (January 2003 - April 2019)
- President @ Heller Wealth Advisors LLC (January 2005 - March 2019)
- Member of the Board of Directors @ Equity One, Inc (June 2014 - March 2017)
- Partner @ The Schonbraun McCann Group, An FTI Company (January 2005 - January 2008)
- Managing Director @ American Economic Planning Group Inc. (January 2002 - January 2005)
- Managing Director @ CIBC World Markets (January 1998 - January 2000)
- Managing Director @ Salomon Brothers (January 1996 - January 1998)
- Managing Director (Continued) @ (January 1987 - January 1996)
- Managing Director @ (January 1987 - January 1996)
- Accountant @ (January 1983 - January 1985)
Jordan Heller Education
- The University of Chicago Booth School of Business
MBA - Cum Laude (Finance)
1986-1988 - Bentley University
BS - Magna Cum Laude (Accounting)
1978-1982
Jordan Heller Skills
- Mergers & Acquisitions (M&A)
- Equities
- Finance
- Real Estate
- Investments
- Real Estate Economics
- Asset Management
- Securities
- Financial Analysis
- Due Diligence
Jordan Heller Summary
- Jordan Heller, based in New York, NY, US, is currently a Partner, Managing Director at Beacon Pointe. Jordan Heller brings experience from previous roles at New York College of Podiatric Medicine, Bed Bath & Beyond, Heller Wealth Advisors LLC and Equity One, Inc. Jordan Heller holds a 1986 - 1988 MBA - Cum Laude in Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Mergers & Acquisitions (M&A), Equities, Finance, Real Estate, Investments and more. Jordan Heller has 3 emails and 4 mobile phone numbers on RocketReach.
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