Danielle Jordan

Danielle Jordan

Senior Operations & Sales Specialist

Followers of Danielle Jordan439 followers
location of Danielle JordanDallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Striving for Excellence in Everything I Do

  • Education

    • Texas Woman's University

      2012 - 2018
      Bachelor of Business Administration - BBA Business Administration and Management, General
  • Experience

    • Orangetheory Fitness

      Nov 2013 - May 2016
      Senior Operations & Sales Specialist
    • Oxford Global Resources

      May 2016 - Jan 2018
      Business Development Manager
    • Fidelity Investments

      Jan 2018 - Aug 2020
      Customer Relationship Manager
    • Charles Schwab

      Aug 2020 - May 2021
      Advisor Relationship Specialist
    • Alto

      May 2021 - May 2022
      Operational Funding Specialist
    • Altruist

      May 2022 - Sept 2024
      • Tax & Cost Basis Analyst

        Sept 2023 - Sept 2024
      • Sr. Advisor Support Specialist

        Nov 2022 - Sept 2023
      • Advisor Support Specialist

        May 2022 - Nov 2022
    • JPMorganChase

      Nov 2024 - now
      Client Data Analyst
  • Licenses & Certifications

    • Series 63

      FINRA
    • Series 7

      FINRA
    • SIE

      FINRA
    • Series 24

      FINRA
      Jan 2025