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Anthony Armas Email & Phone Number
Senior Associate, Client Service
at
Jordan Park Group
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Senior Associate, Client Service
Location
New York, New York, United States
Company size
Who is Anthony Armas? Overview
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Quick answer
Anthony Armas is listed as Senior Associate, Client Service at Jordan Park Group, a company with 180 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Anthony Armas.
Anthony Armas previously worked as Associate, Client Service at Jordan Park Group and Client Service / Senior Specialist at Pars (Public Agency Retirement Services). Anthony Armas holds Bachelor’S Degree, Economics from University Of California, Irvine.
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Jordan Park Group
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Profile bio
About Anthony Armas
Anthony joined Jordan Park as a Client Service Associate in 2023. Prior to Jordan Park, Anthony invested over five years as a Client Services Coordinator and Senior Specialist at PARS, providing retirement consulting and trust administration to public agencies and their employees. Earlier in his career, he was an Associate at Thrivent Financial and Stifel Financial.
Current workplace
Anthony Armas's current company
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Jordan Park Group
6 roles
Anthony Armas work experience
A career timeline built from the work history available for this profile.
Associate, Client Service
CurrentJordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and.
Feb 2023 - Present
Client Service / Senior Specialist
Coordinated with consultants and portfolio managers to conduct annual review meetings with clients to discuss their agency's retirement plan history, total assets, transactions, investment performance, and liabilities. Prepared client review presentations for meetings based on the agency’s plan (Alternate to Social Security, OPEB and Pension prefunding.
May 2017 - Jan 2023
Insurance Associate
Provided [licensed] support and served as a resource to Financial Representatives and their clients. Key duties included preparing client statements, applications, financial analysis and reports for client appointments, researching inquiries and provide analysis regarding client accounts, and tracking paperwork on client’s brokerage accounts. Assisted the.
Oct 2016 - May 2017
Administrative Associate
Prepared reports for client meetings, which included: portfolio analysis reports, asset allocation reports, comprehensive wealth management plans, performance reports and bond analysis reports, as well as client contact information and beneficiary reviews.Ran supplemental reports using applications such as BETALink, Portfolio View, BondDesk and E-Money as.
May 2015 - Sep 2016
Student Worker
Served as a distributor of incoming mail and packages to 200+ faculty/staff and PhD students at UCI’s School of Business. In addition to distribution, also aided over 100+ professors and other faculty/staff with print jobs, moving offices or any other task they requested assistance with. On a weekly basis, managed a variety of event set-ups, clean up and.
Jun 2013 - May 2015
Team & coworkers
Colleagues at Jordan Park Group
Other employees you can reach at jordan-park.com. View company contacts for 180 employees →
KH
Kate Hart, Cfa
Colleague at Jordan Park Group
New York, New York, United States, United States
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SB
Sandra Boryczka
Colleague at Jordan Park Group
Cracow, Małopolskie, Poland, Poland
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TM
Trevor Marshall
Colleague at Jordan Park Group
New York, New York, United States, United States
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ME
Matthew Eigen
Colleague at Jordan Park Group
New York, New York, United States, United States
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EK
Emily Komatsu
Colleague at Jordan Park Group
New York, New York, United States, United States
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ST
Sophie Terrell
Colleague at Jordan Park Group
San Francisco Bay Area, United States
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JD
Jeangardy Desruisseaux
Colleague at Jordan Park Group
Indianapolis, Indiana, United States, United States
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JG
Justin Glasgow
Colleague at Jordan Park Group
United States, United States
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LJ
Lindsay Jones Alves
Colleague at Jordan Park Group
Boston, Massachusetts, United States, United States
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MB
Megan Baldwin
Colleague at Jordan Park Group
New York City Metropolitan Area, United States
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Kate Hart, Cfa
Colleague at Jordan Park Group
New York, New York, United States, United States
View →
SB
Sandra Boryczka
Colleague at Jordan Park Group
Cracow, Małopolskie, Poland, Poland
View →
TM
Trevor Marshall
Colleague at Jordan Park Group
New York, New York, United States, United States
View →
ME
Matthew Eigen
Colleague at Jordan Park Group
New York, New York, United States, United States
View →
EK
Emily Komatsu
Colleague at Jordan Park Group
New York, New York, United States, United States
View →
ST
Sophie Terrell
Colleague at Jordan Park Group
San Francisco Bay Area, United States
View →
JD
Jeangardy Desruisseaux
Colleague at Jordan Park Group
Indianapolis, Indiana, United States, United States
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JG
Justin Glasgow
Colleague at Jordan Park Group
United States, United States
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LJ
Lindsay Jones Alves
Colleague at Jordan Park Group
Boston, Massachusetts, United States, United States
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MB
Megan Baldwin
Colleague at Jordan Park Group
New York City Metropolitan Area, United States
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2 education records
Anthony Armas education
Bachelor’S Degree, Economics
High School
Savanna High School
FAQ
Frequently asked questions about Anthony Armas
Quick answers generated from the profile data available on this page.
What company does Anthony Armas work for?
Anthony Armas works for Jordan Park Group.
What is Anthony Armas's role at Jordan Park Group?
Anthony Armas is listed as Senior Associate, Client Service at Jordan Park Group.
Where is Anthony Armas based?
Anthony Armas is based in New York, New York, United States while working with Jordan Park Group.
What companies has Anthony Armas worked for?
Anthony Armas has worked for Jordan Park Group, Pars (Public Agency Retirement Services), Thrivent Financial, Stifel Financial Corp., and Paul Merage School Of Business.
Who are Anthony Armas's colleagues at Jordan Park Group?
Anthony Armas's colleagues at Jordan Park Group include Kate Hart, Cfa, Sandra Boryczka, Trevor Marshall, Matthew Eigen, and Emily Komatsu.
How can I contact Anthony Armas?
You can use AeroLeads to view verified contact signals for Anthony Armas at Jordan Park Group, including work email, phone, and LinkedIn data when available.
What schools did Anthony Armas attend?
Anthony Armas holds Bachelor’S Degree, Economics from University Of California, Irvine.
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