Patrick Jordan Location
Cincinnati, OH, US
Patrick Jordan Work
- 2019 - now Retirement Advisor | Senior Vice President @ HUB Retirement and Private Wealth @ HUB International
- 2018 - now Managing Director @ HUB Retirement and Private Wealth
- 2009 - 2018 Consultant, Vice President @ Stable Two Financial, LLC
- 1999 - 2009 Vice President @ Fidelity Investments
- 1997 - 1999 Relationship Manager @ Fidelity Investments
- 1995 - 1997 Sr. Participant Services Representative @ Fidelity Investments
Patrick Jordan Education
- University of Kentucky
BA (Economics)
1989 - 1994
Patrick Jordan Skills
- Retirement
- Investments
- ERISA
- 401k
- Investment Advisory
- Pensions
- Mutual Funds
- Retirement Plan Consulting
- Plan Design
- Profit Sharing
Patrick Jordan Summary
Patrick Jordan, based in Cincinnati, OH, US, is currently a Managing Director at HUB Retirement and Private Wealth. Patrick Jordan brings experience from previous roles at HUB International, Stable Two Financial, LLC and Fidelity Investments. Patrick Jordan holds a 1989 - 1994 BA in Economics @ University of Kentucky. With a robust skill set that includes Retirement, Investments, ERISA, 401k, Investment Advisory and more. Patrick Jordan has 1 emails and 1 mobile phone numbers on RocketReach.
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