Stephen Jordan Email & Phone Number
First Vice President Wealth Management @ Alchemi Wealth LLC
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Stephen Jordan Location
- Glastonbury, CT, US
Stephen Jordan Work
- 2023 -now First Vice President Wealth Management @
- 2021 -2023 Investment Advisor Representative (IAR) @
- 2021 -2021 Real Estate Agent @
- 2016 -2020 Senior Associate - Credit Underwriting @
- 2013 -2018 Guest Speaker @
- 2014 -2016 Associate - Credit Underwriting @
- 2012 -2014 Financial Management Program @
- 2008 -2012 Co-Captain and Treasurer @
- 2011 -2011 Financial Management Program Intern @
- 2009 -2010 Teacher's Assistant @
- 2009 -2009 Bruins Foundation Intern @
Stephen Jordan Education
- Boston University - School of Management
Bachelor of Science (Business Administration; Finance and Entrepreneurship)
2008-2012 - Bridgewater Raritan High School 2004-2008
Stephen Jordan Skills
- Leadership
- PowerPoint
- Social Media
- Corporate Finance
- Microsoft PowerPoint
- Financial Modeling
- Data Analysis
- Excel
- Finance
- Microsoft Office
- Strategic Financial Planning
- Microsoft Word
- Entrepreneurship
- Microsoft Excel
- Financial Analysis
- Teamwork
- Management
- Analytical Skills
- Strategic Financial
- Word
- French
- Analysis
- Spanish
Stephen Jordan Summary
- Stephen Jordan, based in Glastonbury, CT, US, is currently a First Vice President Wealth Management at Alchemi Wealth LLC. Stephen Jordan brings experience from previous roles at Financial Resources Group, LLC, William Raveis Real Estate, Mortgage & Insurance, Churchill Asset Management and Boston University Questrom School of Business. Stephen Jordan holds a 2008 - 2012 Bachelor of Science in Business Administration; Finance and Entrepreneurship @ Boston University - School of Management. With a robust skill set that includes Leadership, PowerPoint, Social Media, Corporate Finance, Microsoft PowerPoint and more. Stephen Jordan has 2 emails and 2 mobile phone numbers on RocketReach.
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