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