Jordana Davis
Wealth Strategist at Northern Trust Corporation
- Role
- Vice President, Wealth Strategist at Northern Trust
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jordana Davis
Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Wealth Management, and Relationship Management. Strong wealth management professional with a Master of Business Administration (MBA) focused in Finance, from New York University, Stern School of Business.
Experience
Vice President, Wealth Strategist
May 2019 — Present · Miami, TX, US
Responsible for collaborating with ultra-high net worth individuals, families, and business owners to provide tailored wealth management solutions- Leverages a wide range of capabilities including investment management, trust and estate services, philanthropy and private banking, to help clients create plans consistent with their financial goals.
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
2003 — 2005
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General
1996 — 2000
Skills
- Equities
- Fixed Income
- Securities
- Investments
- Alternative Investments
- Portfolio Management
- Asset Management
- Finance
- Financial Analysis
- Financial Modeling
- Risk Management
- Due Diligence
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