Jordan Wolff Email & Phone Number
Head of Trusts @ Sava
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Jordan Wolff Location
- Wilmington, DE, US
Jordan Wolff Work
- Head of Trusts @ (June 2026 - Present)
- Head of Trust and Estate Administration and Fiduciary Taxation @ (January 2026 - June 2026)
- Head of Trust and Estate Administration and Fiduciary Taxation @ Hightower Trust Company, N.A. (January 2022 - June 2026)
- Head of Personal Trust and Estate Administration @ (May 2020 - January 2022)
- Senior Trust Officer, Senior Manager @ (November 2012 - May 2020)
- Founder and CEO @ Howling Wolff LLC DBA Shrinkabill (January 2016 - April 2019)
- Trust Administrator @ (June 2010 - November 2012)
Jordan Wolff Education
- Campbell University, Lundy-Fetterman School of Business
Master of Business Administration (MBA) (Concentration in Management/ Summa Cum Laude)
- Campbell University
BBA in Trust & Wealth Management; Minor in Financial Planning/ Magna Cum Laude
Jordan Wolff Skills
- Trust Services
- Wealth Management
- Strategic Leadership
- Estate Planning
- Asset Allocation
- Wills
- Strategic Financial Planning
- Banking
- Financial Planning
- Entrepreneurship
- Cross-functional Team Leadership
- Strategic Partnerships
- Management
- High Net Worth Individuals
- Wealth Management Services
- Personal Trust Administration
- MBA
- CTFA
- Fiduciary Services
- Trustee
- Corporate Trust
- Charitable Trusts
- Inheritance Tax Planning
- Estate Tax Planning
- Revenue & Profit Growth
- Growth Strategies
- Taxation of Trusts
- Trust Operations
- Elder Care
- Employee Engagement
- GST
- Investment Advisory
- Portfolio Management
- Investments
- Lists
- Public Speaking
- Administration
- Customer Service
- Integration
Jordan Wolff Summary
- Jordan Wolff, based in Wilmington, DE, US, is currently a Head of Trusts at Sava. Jordan Wolff brings experience from previous roles at TRUST COMPANY OF ILLINOIS, Hightower Trust Company, N.A., First State Trust Company and Charles Schwab Trust Company of Delaware. Jordan Wolff holds a Master of Business Administration (MBA) in Concentration in Management/ Summa Cum Laude @ Campbell University, Lundy-Fetterman School of Business. With a robust skill set that includes Trust Services, Wealth Management, Strategic Leadership, Estate Planning, Asset Allocation and more. Jordan Wolff has 4 emails and 4 mobile phone numbers on RocketReach.
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