KEITH E JORDAN
Albuquerque,NM
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
17
17
years of professional experience
Work History
Financial Planner
Capital Strategies, A MassMutual Firm
07.2016 - Current
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Received Certified Plan Fiduciary Advisor Designation Feb. of 2022.
Gallagher Sales Intern Broker Assistant
Risk Placement Services
06.2015
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
- Contributed ideas and offered constructive feedback at weekly sales and training meetings
- Calculated quotes and educated potential clients on insurance options
- Evaluated leads obtained through direct referrals, lead databases and cold calling.
Bicycle Mechanic & Salesmen
Ride On Sports
06.2013 - 06.2015
- Responded to telephone and in-person requests for information
- Accounted for all inventory and ordered new stock
- Presented latest merchandise to prospective buyers
- Submitted and tracked orders
- Contributed to team success by exceeding companies best year yet
- Contacted other store locations to determine merchandise availability.
Document Scanner
Document Imaging of the Southwest
08.2010 - 01.2011
- Installed software, modified and repaired hardware and resolved technical issues
- Sorted cargo before loading and unloading
- Tagged all inbound merchandise with receiving date.
Summer Intern
First Community Bank
01.2007 - 08.2010
- Planned and executed operational audits of various business areas
- Scanned and filed forms, reports, correspondence and receipts
- Retrieved requested files and delivered to appropriate personnel
- Destroyed files and materials upon request.
Education
BBA - Finance, Risk Management and Insurance, Banking
New Mexico State University
Las Cruces, NM05.2016
Skills
- Identifying Client Goals
- Financial and Estate Planning
- Capital Markets Management
- Retirement Planning
- Managing Wealth
- Retirement Plan Management and Administration
Affiliations
Gamma Iota Sigma Insurance Fraternity: Vice President of Membership April 2015 - April 2016
Innovated recruitment process to maximize growth and participation
Designed all market material
Financial Managers Association: Treasurer April 2015 - April 2016
Wrote and implemented procedure for handling of funds into the by laws.
Grew Organizations fund through bills and fundraising.
Timeline
Financial Planner
Capital Strategies, A MassMutual Firm
07.2016 - Current
Gallagher Sales Intern Broker Assistant
Risk Placement Services
06.2015
Bicycle Mechanic & Salesmen
Ride On Sports
06.2013 - 06.2015
Document Scanner
Document Imaging of the Southwest
08.2010 - 01.2011
Summer Intern
First Community Bank
01.2007 - 08.2010
BBA - Finance, Risk Management and Insurance, Banking
New Mexico State University
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