Christopher Jordan
Wake Forest,NC
Summary
Highly motivated and results-oriented professional with over 20 years of experience in the financial services industry, seeking a training position to leverage extensive knowledge and expertise in developing and delivering educational programs. Proven ability to create engaging content, manage client relationships, and drive successful outcomes. Enthusiastic about fostering knowledge and empowering others.
Overview
18
18
years of professional experience
Work History
Founder
CLJ ADVISORY, LLC
Raleigh, NC
05.2018 - Current
- Oversee all aspects of business operations, including strategic planning, client relations, and financial management, ensuring seamless execution and long-term success of the advisory firm.
- Built relationships with key stakeholders in industry associations to promote brand visibility.
- Designed and launched innovative products and services, ensuring they meet market needs and customer satisfaction.
- Developed curriculum to enhance client relationships, secure referrals, and drive business growth.
Regional Vice President
Foresters Financial
Raleigh, NC
02.2016 - 05.2018
- Created and managed client contact strategies, utilizing CRM systems and effective communication channels.
- Collaborated closely with key stakeholders on cross-regional projects and initiatives.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and promote mutual fund solutions.
Regional Vice President
Realty Capital Securities
Raleigh, NC
02.2015 - 01.2016
- Participated in client seminars and advisor educational forums, educating and engaging advisors to promote the RCS Liquid Alternatives platform and foster product adoption
Internal Advisor Consultant
BlackRock
Princeton, NJ
01.2007 - 01.2011
- Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
- Supported the sales team in achieving monthly and quarterly sales targets by providing administrative and technical support.
- Managed CRM system, ensuring accurate data entry and providing reports for sales analysis.
Education
BS - Business Management
GEORGETOWN UNIVERSITY
Washington, DCSkills
- Training & Development: Curriculum development, instructional design, virtual training program creation, adult learning principles
- Business Development: Strategic planning, marketing, lead generation
- Client Relationship Management: Building rapport, active listening, effective communication, and problem-solving
- Communication & Presentation Skills: Clear and concise delivery, engaging presentations, audience interaction
- Software Proficiency: CRM systems, project management tools, and online learning platforms
Timeline
Founder
CLJ ADVISORY, LLC
05.2018 - Current
Regional Vice President
Foresters Financial
02.2016 - 05.2018
Regional Vice President
Realty Capital Securities
02.2015 - 01.2016
Internal Advisor Consultant
BlackRock
01.2007 - 01.2011
BS - Business Management
GEORGETOWN UNIVERSITY
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