Philip Jordan Email & Phone Number
Managing Director @ National Investments Services, Inc.
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Philip Jordan Location
- Florida, United States
Philip Jordan Work
- Managing Director @ (July 2026 - Present)
- First Vice President -- Wealth Management @ (November 2010 - July 2026)
- First VP Investments, Financial Advisor, CRPC @ (November 2003 - November 2010)
Philip Jordan Education
- Elon University
BS (Finance)
1983-1987
Philip Jordan Skills
- Asset-Based Lending
- Estate Tax Planning
- Financial Planning
- Hedge Funds
- Management
- Mergers & Acquisitions (M&A)
- Portfolio Management
- Private Equity
- Structured Finance
- Project Management
- Wealth Management
- Business Development
Philip Jordan Summary
- Philip Jordan, based in Florida, United States, is currently a Managing Director at Raymond James Financial. Philip Jordan brings experience from previous roles at UBS and Merrill Lynch. Philip Jordan holds a 1983 - 1987 BS in Finance @ Elon University. With a robust skill set that includes Asset-Based Lending, Estate Tax Planning, Financial Planning, Hedge Funds, Management and more. Philip Jordan has 1 mobile phone numbers on RocketReach.
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