Calvin Jordan
Olympia Fields,IL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor
Bank Of America Merrill Lynch
07.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Area Manager
Amazon.com LLC
01.2021 - 01.2022
- Coach, manage, and develop a team of 50 to 200 Amazon associates - including management
- Communicate policies to the team and act as the primary information source for the team -maintaining compliance, consistency, and taking corrective action when needed
- Create, manage, and support recognition programs
- Ensure procedures are followed for building security and product loss prevention
- Partner with other leaders to establish and maintain quality control standards
- Develop performance goals and objectives to achieve customer demand and ensure accuracy and quality
- Conducted training sessions to educate employees on best practices and procedures to increase profitability.
Executive Team Leader
Limitless International, LLC
07.2016 - 01.2020
- Mentored employees to help improve skills and enable team members to become peak performers on job.
- Built relationships with team members to encourage willingness to address concerns and issues.
- Recruited and hired talented individuals bringing depth and experience to organization.
- Developed sales strategies to achieve short and long-term sales revenue objectives.
- Collaborated with back-office team members to facilitate seamless business execution.
- Prepared annual data to determine metrics for operational performance.
Maintenance Worker
Burbank Manor Apartments
06.2016 - 12.2019
- Followed safety precautions to avoid personal injury and provide safe work environment.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
- Conducted repairs on equipment to return machines and tools to functionality.
- Executed tasks within time and budget constraints.
- Diagnosed and repaired complex mechanical and electrical systems.
Education
BBA - Administration - Finance
Benedictine University
Lisle, IL05.2020
High School Diploma -
Reavis High School
Burbank, IL06.2015
Skills
- Emotional Intelligence
- Coachable
- Adaptability
- Team leadership
- Detail Oriented
- Microsoft Excel, Word, PowerPoint
- Management
- IT Essentials
- Business Communication
Accomplishments
- Project Name — Investment Portfolio & CME Trading Competition
- Was responsible for putting together a portfolio of 20 stocks
- The portfolio had to use a total of $1,000,000
- No capital could have been left in cash
- The stocks were weighted in any manner that the user felt was most optimal
- Portfolio outperformed the S&P 500 WoW by 7%
Additional Information
- Security Industry Essentials
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law
- Google AdWords
Certification
- Licensed Advisor [SIE, Series 7, Series 66]
Timeline
Financial Advisor
Bank Of America Merrill Lynch
07.2022 - Current
Area Manager
Amazon.com LLC
01.2021 - 01.2022
Executive Team Leader
Limitless International, LLC
07.2016 - 01.2020
Maintenance Worker
Burbank Manor Apartments
06.2016 - 12.2019
BBA - Administration - Finance
Benedictine University
High School Diploma -
Reavis High School
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