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Craig Jordan

Craig Jordan

Followers of Craig Jordan136 followers
location of Craig JordanPawtucket, Rhode Island, United States

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  • Timeline

  • About me

    Brokerage Operations / Cost Basis and Tax Services Analyst at Fidelity Investments

  • Education

    • UMass Boston

      1993 - 1995
      Bachelor of Arts Spanish

      Activities and Societies: Golden Key National Honor Society Graduated Summa Cum Laude with a 3.9 GPALinguistic Studies Program Award Winner

    • University of Massachusetts Amherst

      1988 - 1992
      BA Journalism

      Journalism major with minors in Spanish and History

  • Experience

    • Fidelity Investments

      Oct 1998 - Sept 2010

      • Senior Client Services Specialist

        Aug 2000 - Sept 2010

      • Financial Services Representative

        Oct 1998 - Jul 2000

    • Fidelity Investments

      Feb 2011 - now

      • Brokerage Operations Tax and Cost Basis Analyst

        Jun 2022 - now

      • Brokerage Operations / Cost Basis and Tax Services Associate Analyst

        Dec 2019 - now

      • Brokerage Operations / Cost Basis and Tax Services Specialist

        Dec 2011 - now

      • High Net Worth Operations Specialist

        Feb 2011 - Dec 2011

  • Licenses & Certifications

    • Series 7, 9 & 10