Jordan Daniels
Partner / Wealth Manager at Creative Planning LLC
- Role
- Partner Wealth Manager at Creative Planning
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
Experience
Partner Wealth Manager
Oct 2023 — Present · Wilmington, DE, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.
Education
UCL
Economics
2008
Haverford College
BA, Economics
2006 — 2010
Skills
- Management
- Business Process Improvement
- Change Management
- Strategy
- Entrepreneurship
- Project Management
- Business Process Design
- Competitive Analysis
- Management Consulting
- Business Transformation
- Organizational Design
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