Jordan Schneider
- Role
- VP, Regional Director at Envestnet
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jordan Schneider
I am a proven investment professional with a strong track record of business development…
Experience
VP, Regional Director
Sep 2018 — Present
Regional Director covering advisors in the Northeast - Direct advisors towards leveraging the Envestnet technology platform to scale and grow their business - Consult on topics ranging from manager research, portfolio construction, and practice management - Help advisors construct and convey a compelling value proposition to drive new business growth - Lead activity across the territory deploying appropriate resources for highest impact
Education
Drexel University's LeBow College of Business
MBA, Economics
2009 — 2010
Drexel University's LeBow College of Business
B.S. In Business Administration, Finance
2005 — 2009
Skills
- Series 7
- Capital Markets
- Trading
- Leadership
- Mutual Funds
- Financial Advisory
- Fixed Income
- Asset Management
- Financial Services
- Asset Allocation
- Iras
- Wealth Management
- Marketing
- Event Planning
- Financial Analysis
- Securities
- Sales
- Finance
- Retirement Planning
- Estate Planning
- Investment Management
- Wealth Management Services
- Portfolio Management
- Financial Markets
- Economics
- Bloomberg
- Financial Planning
- Investment Advisory
- Strategic Financial Planning
- Series 63
- Options
- Equities
- Investments
- 401k
- Public Speaking
- Personal Finance
- Finra
- Financial Modeling
- Investment Strategies
- Analysis
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