Financial Advisor
Resume:
SUSAN JORDAN
***********@*****.***
www.linkedin.com/in/susanna-jordan-72671a74
Series 7 63 66 – Life and Health Insurance License
***********@*****.***
www.linkedin.com/in/susanna-jordan-72671a74
Highly accomplished and results driven licensed finance professional. A successful proven business development leader with interpersonal and excellent time management skills. Goal oriented with a Strong passion for lending structuring, home financing and retirement planning. Adept at establishing long term relationships and driving results driven metrics.
CERTIFIED SENIOR FINANCIAL ADVISOR, TD BANK
SMALL BUSINESS ADVISOR – SPANISH SPEAKING
WILLS AND ESTATES PLANNING – FEB 2020 TO PRESENT
SENIOR REGISTERED FINANCIAL ADVISOR, MERRILL LYNCH-BANK OF AMERICA
WEALTH MANAGEMENT – SERIES 7 63 66 AND PENNSYLVANIA LIFE/HEALTH INSURANCE LICENSES
APRIL 2018 – DECEMBER 2019
Responsible for client Acquisition, Management of home equity lines of credit, mortgages, 401K, IRA’s, education savings plans, investment strategies, Providing tax documentation, wire fund transfers, cash management, etransfers, portfolio investment solutions and recommendations. Highly client focused and strong professional acumen, DIGITAL Banking platforms using advanced CRM Tools- salesforce and Financial Analytic Systems.
LICENSED MORTGAGE PROFESSIONAL
2016-2017
Oriana financial group
Real estate and secured lending licensed agent. Team of dedicated mortgage brokers, sales and Renewals of conventional and private mortgages, life and health insurance.
LICENSED SENIOR FINANCIAL ADVISOR
2007-2016
td bank financial group
Responsible for Home Financing, new business development, compliance and risk management, investment securities strategies including Mutual Funds, Estate Administration, Foreign exchange transactions. Small Business Banking, Retail Banking, Commercial Banking and International Banking. Developed relationships with Market Leaders to reach target goals.
EDUCATION
RYERSON UNIVERSITY – ACCOUNTING
PHOENIX UNIVERSITY – PHILADELPHIA
SENECA COLLEGE OF APPLIED ARTS AND TECHNOLOGY – BUSINESS ADMINISTRATION
SKILLS
Bilingual (Spanish)
Relationship Building
Microsoft Office Suite
Investment Strategies
Cross selling
New business development
Leadership Mentor
COMMUNITY LEADERSHIP
Highly involved in Philanthropic Organizations in fundraising activities. Raised - $20.5 million for Princess Margaret Hospital (2017). Team Sense – London, England. Bare Necessities Children’s Charity – Chicago, Barcelona -Spain
Achilles Running Team – Blind Running Guide. Accomplished Marathon runner, Boston,
New York, Florida, Chicago, Washington, Ottawa, Toronto, London England and Berlin Germany.
Certified Yoga Instructor.
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