Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Jordan Richardson

San Diego

Summary

Senior Financial Advisor at Viewridge Funding LLC specializing in financial analysis and client relationship management. Demonstrated success in creating customized financial plans that promote growth and improve customer satisfaction. Expertise in team leadership and cultivating a client-centric environment to drive business initiatives and increase revenue.

Overview

10
10
years of professional experience

Work History

Sr Financial Advisor

Viewridge Funding LLC
San Diego
03.2019 - 09.2025
  • Devised business plans and identified target customers to drive growth.
  • Developed personalized financial plans based on client needs to enhance service delivery.
  • Built strong relationships with clients through tailored customer service, fostering retention and attraction.
  • Promoted business initiatives to expand customer base and increase revenue streams.
  • Assisted clients in comprehending financial products and services for informed decision-making.
  • Cultivated relationships with new and existing clients to advance progress and improve business outcomes.
  • Provided extensive training and coaching to cultivate a skilled, client-focused financial team.

Group Rooms Coordinator

Paradise Pointe RV Resort
San Diego
07.2015 - 02.2019
  • Coordinated group room bookings and special requests to enhance guest experiences.
  • Managed interdepartmental communication, ensuring streamlined operations.
  • Resolved guest inquiries and concerns promptly, boosting satisfaction.
  • Regularly updated room inventory and availability in booking system to maintain accuracy.
  • Cultivated strong relationships with hotel staff and clients for improved collaboration.
  • Collaborated with sales team to organize group events and accommodations effectively.
  • Trained new staff on procedures for group reservations and customer service excellence.

Education

High School Diploma -

Lakes High School
Lakewood, WA
07-2013

Business

Central Washington University
Ellensburg, WA

Skills

  • Financial analysis and cash flow management
  • Sales techniques and customer service
  • Team leadership and coaching
  • Time management and training
  • Client support and relationship management

Accomplishments

Consistently Ranked as Top Margin Producer – 2022, 2023, and 2024
Recognized for outstanding performance and profitability across three consecutive years.

Holds Company Record for Highest Monthly Unit Sales
Set and maintained the all-time record for most units sold in a single month, demonstrating exceptional drive and sales acumen.

Experienced in Training and Onboarding Sales Talent
Skilled in mentoring new hires, delivering hands-on training, and accelerating ramp-up time to full productivity on the sales floor.

Timeline

Sr Financial Advisor

Viewridge Funding LLC
03.2019 - 09.2025

Group Rooms Coordinator

Paradise Pointe RV Resort
07.2015 - 02.2019

High School Diploma -

Lakes High School

Business

Central Washington University

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