Deep Enrich
Danielle Jordan
Senior Operations & Sales Specialist
439 followers
Dallas-Fort Worth Metroplex
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About me
Striving for Excellence in Everything I Do
Education
Texas Woman's University
2012 - 2018Bachelor of Business Administration - BBA Business Administration and Management, General
Experience
Orangetheory Fitness
Nov 2013 - May 2016Senior Operations & Sales Specialist
Oxford Global Resources
May 2016 - Jan 2018Business Development Manager
Fidelity Investments
Jan 2018 - Aug 2020Customer Relationship Manager
Charles Schwab
Aug 2020 - May 2021Advisor Relationship Specialist
Alto
May 2021 - May 2022Operational Funding Specialist
Altruist
May 2022 - Sept 2024Tax & Cost Basis Analyst
Sept 2023 - Sept 2024Sr. Advisor Support Specialist
Nov 2022 - Sept 2023Advisor Support Specialist
May 2022 - Nov 2022
JPMorganChase
Nov 2024 - nowClient Data Analyst
Licenses & Certifications
Series 63
FINRASeries 7
FINRASIE
FINRASeries 24
FINRAJan 2025
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