Julia Jordan
Orlando
Summary
High-energy business development and client-relationship leader with 10+ years driving revenue growth in both construction services and financial services. Proven record of cultivating C-level relationships, leading consultative sales cycles, and exceeding multimillion-dollar targets. Recognized for executive presence, strategic thinking, and mentoring high-performing teams.
Overview
16
16
years of professional experience
Work History
Senior Marketing Manager
CONTRACT WATERPROOFING & WINDOW
Celebration
10.2017 - Current
- Spearhead business development for commercial waterproofing and window solutions across the Southeast U.S., targeting developers, general contractors, and architects in multifamily, mixed-use, and senior-living projects.
- Generate and qualify leads through targeted outreach, trade shows, and strategic networking; expanded active pipeline by 75 % within first 18 months.
- Craft technical proposals and deliver executive-level presentations (virtual & in-person), maintaining a 30 % close-rate on projects valued up to $1 M.
- Collaborate with engineering and estimating teams to tailor product specifications, ensuring compliance with building codes and client requirements.
- Manage annual marketing budget and oversee Salesforce adoption, improving data accuracy and reporting efficiency by 25 %.
Senior Financial Consultant
TD AMERITRADE
Raleigh, NC & Orlando
08.2012 - 08.2017
- Managed assets for high-net-worth individuals, families, and small businesses through proactive prospecting, referrals, and targeted cold campaigns.
- Provided holistic financial planning, portfolio construction, and wealth-management solutions aligned with client objectives and risk profiles.
- Consistently ranked in Top 2 % of 700+ Financial Consultants for net-new assets; achieved President’s Club (2015) and Circle of Champions (2016).
- Served as Regional Mentor/Coach for the Southeast, onboarding and training eight new consultants in prospecting strategies and compliance best practices.
- Leveraged Salesforce and Excel to track pipeline metrics and generate quarterly performance reports for senior leadership.
Financial Advisor
MERRILL LYNCH (Bank of America)
Orlando
03.2010 - 06.2012
- Developed new client relationships through seminars, community events, and strategic partnerships.
- Conducted investment analyses and delivered tailored recommendations, improving client retention by 12 %.
- Appointed Board Member, Bank of America Women’s Exchange (Florida Chapter), promoting leadership-development initiatives for women in finance.
Financial Advisor Trainee
MORGAN STANLEY
Winter Park
08.2009 - 03.2010
- Completed training program covering securities, portfolio management, and compliance; passed Series 7, 66, and 31 licensing exams.
- Supported senior advisors with research, proposal preparation, and client-onboarding activities.
Education
Bachelor of Business Administration -
Boston University
Boston, MASkills
- Market Expansion
- Strategic Partnerships
- Trade Show & Event Strategy
- Financial Planning & Wealth Management Advisory
- Marketing Strategy
- Lead Generation
- Salesforce CRM
- Microsoft Office Suite
- QuickBooks
- Presentation & Public Speaking
Awards
- President’s Club, TD Ameritrade (2015)
- Circle of Champions, TD Ameritrade (2016)
Community Leadership
- Volunteer, Boys & Girls Club of Central Florida
- Volunteer, Coalition for the Homeless Women’s Center
Technology And Tools
- Salesforce
- Microsoft 365 (Word, Excel, PowerPoint, Outlook)
- QuickBooks
- Zoom
- CRM Reporting & Dashboards
- Podcast Production
Timeline
Senior Marketing Manager
CONTRACT WATERPROOFING & WINDOW
10.2017 - Current
Senior Financial Consultant
TD AMERITRADE
08.2012 - 08.2017
Financial Advisor
MERRILL LYNCH (Bank of America)
03.2010 - 06.2012
Financial Advisor Trainee
MORGAN STANLEY
08.2009 - 03.2010
Bachelor of Business Administration -
Boston University
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