Jordan Glaeser

About Jordan Glaeser

Advisor to high-net-worth individuals and their families on all aspects of their wealth. Experience helping entrepreneurs and business owners with pre-liquidity and post-liquidity strategies.Feel free to email me at j••••••••@ubs.com or call me at 21••••••80.**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor - Senior Vice President

   UBS

   Jan 2018 — Present · Dallas-Fort Worth, TX, US

   Headquartered in Switzerland, UBS is a global organization with Wealth Management presence in 50 countries. It operates through four business divisions: Global Wealth Management, Personal and Corporate Banking, Asset Management, and Investment Bank. UBS is the world\'s largest Wealth Manager and Private Equity raiser.

Education

• Abilene Christian University

  BBA, Financial Management

  2006 — 2009

Skills

• Marketing Strategy
• Powerpoint
• Microsoft Excel
• Negotiation
• Healthcare
• Business Development
• Microsoft Word
• New Business Development
• Financial Reporting
• Operations Management
• Process Improvement
• Market Research
• Microsoft Office
• Strategic Planning
• Data Analysis
• Business Analysis
• Forecasting
• Nonprofits
• Budgets
• Finance
• Marketing
• Project Management
• Mergers & Acquisitions
• Financial Analysis
• Leadership