Jordan Smith Email
Director of Financial Education @ Sapers & Wallack, Inc.
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Jordan Smith Location
- United States
Jordan Smith Work
- 2024 -now Director of Financial Education @
- 2022 -2024 Retirement Consultant @
- 2020 -2022 Retirement Consultant @
- 2017 -2020 Financial Advisor @
- 2014 -2016 Chief Financial Officer @
Jordan Smith Education
- Udacity
(Business Analytics)
2020-2020 - Bryant University
Bachelor's degree (Economics)
2013-2017 - Bryant University
Bachelor's degree (Finance)
2013-2017
Jordan Smith Skills
- Reporting & Analysis
- Problem Solving
- New Business Development
- Quantitative Analytics
- Investment Management
- Long-Term Care
- Marketing Communications
- Risk Management
- Financial Consulting
- Asset Allocation Strategies
- Estate Planning Strategies
- Insurance Strategies
- Microsoft Excel
- Windows
- Microsoft Office
- Customer Service
- Written Communication
- Verbal Communication
- Client Education
- 401k or 403b Services
- Financial Management
- Income Protection Strategies
- Mutual Fund Strategies
- Annuity Strategies
- Insurance Needs Analysis
- Budget Analysis
- Accounting Software
- Analytical Skills
- Presentation Skills
- Teamwork
- Finance
- Accounting
- Management
- Financial Analysis
- Interpersonal Skills
- Wealth Management
- Time Management
- Presentations
- Business Development
- Relationship Building
- Insurance
Jordan Smith Summary
- Jordan Smith, based in United States, is currently a Director of Financial Education at Sapers & Wallack, Inc.. Jordan Smith brings experience from previous roles at Sapers & Wallack, Inc., John Hancock, Equitable Advisors and Bryant Sales Team. Jordan Smith holds a 2020 - 2020 Udacity. With a robust skill set that includes Reporting & Analysis, Problem Solving, New Business Development, Quantitative Analytics, Investment Management and more. Jordan Smith has 1 emails on RocketReach.
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