Jordan Panella

About Jordan Panella

I am a FINRA/SEC licensed Financial Professional with Equitable Advisors. I hold a bachelor’s degree from Seton Hall and have worked in several different client facing professions prior to becoming a financial professional. During my time at Seton Hall, I was President of Habitat for Humanity, which became a very important part of my life, increasing the want to help individuals in my future career. Becoming a financial professional allowed me to take my past experiences and passion for working with people and added a helping component to it. Through a holistic planning approach, I help individuals, families, and business owners achieve their short and long-term financial goals, eliminating their stress of financial concern. While I continue to expand my practice, I aspire to become a manager, training new advisors and allowing them to have the same opportunity to help individuals as I do.

Experience

1. District Manager Vice President

   Equitable Advisors

   Nov 2023 — Present · NJ, US

Education

• Seton Hall University

  Bachelor of Science (B.S.), Marketing

  2013 — 2019

Skills

• Working Knowledge of Photoshop
• Budgets
• Teamwork
• Social Media
• Public Speaking
• Research
• Event Planning
• Social Networking
• Time Management
• Microsoft Word
• Leadership
• Customer Service
• Work in Pc Platforms
• Microsoft Office
• Facebook
• Work in Apple Platforms
• Communication
• Microsoft Excel
• Powerpoint