Bryan Jordan
Tampa,FL
Summary
Proven success in capital raising and relationship management, effectively closing more than $15 million through investor contributions and client retainer fees over past four years.
Overview
9
9
years of professional experience
Work History
Managing Director
Robinson and Co Banking
, WA
01.2023 - Current
- Established and maintained over 250 direct funding relationships with family offices, hedge funds, and angel investors.
- Generated over $1.5 million annually in front-end retainer fees through strategic client engagement.
- Led team of five sales associates in creating marketing material and expanding client pipeline.
- Structured investment terms and negotiated deals with over 50 investors annually, aligning interests to secure funding.
- Successfully raised over $3.5 million a year for the past three years in working interest/mineral Oil and Gas investment opportunities
Business Development Executive
Oilwell Technologies and Enhancement Corp.
Dallas , TX
07.2022 - 05.2023
- Led capital raising initiatives for 3 upstream oil and gas projects totaling $10 million
- Managed full fundraising lifecycle, securing commitments from investors through closing
- Cultivated relationships with over 100 accredited investors, family offices, and industry partners to enhance funding opportunities
- Coordinated due diligence and closing processes, ensuring compliance and facilitating successful transactions for upstream oil and gas projects
Sales Exective
Summit Financial - Hub International
Camp Hill, Pennsylvania
11.2020 - 06.2022
- Generated sixty-five million in assets under management for second class township retirement plans.
- Secured fifty-nine 401a plans and ninety-seven 457b plans over two years, expanding client offerings.
- Delivered presentations to communicate retirement plan benefits and features to stakeholders.
- Sold defined benefit and defined contribution plans, generating annual costs between $5,000 and $100,000 per township.
Financial Advisor
Merrill Lynch
Camp Hill, Pennsylvania
07.2017 - 10.2020
- Enrolled in Merrill Lynch’s PMD Team Financial Advisor Program
- Utilized product, industry, and market knowledge to deliver tailored investment recommendations to over one hundred twenty-five clients, enhancing client satisfaction
- Executed over one hundred cold calls daily for ten consecutive months, fostering client outreach
Education
Bachelor of Arts - Finance
Pennsylvania State University
University Park, PA12-2016
Skills
- Fundraising strategies
- Client relationship management
- Negotiation skills
- Networking
- Presentation skills
Timeline
Managing Director
Robinson and Co Banking
01.2023 - Current
Business Development Executive
Oilwell Technologies and Enhancement Corp.
07.2022 - 05.2023
Sales Exective
Summit Financial - Hub International
11.2020 - 06.2022
Financial Advisor
Merrill Lynch
07.2017 - 10.2020
Bachelor of Arts - Finance
Pennsylvania State University