Emily J. Email & Phone Number

Dallas, Texas, United States

Ms. Jourdan has an honest, forward-looking approach that allows her clients to look at old problems in new ways. Her innovative style helps motivate from within and change internal business flows to create results far beyond what simple initiatives might seem capable of achieving. Through the years, she has learned Quickbooks more in depth to help correct bookkeeping issues and create tracking systems to gain job costing/profit margin data. She has implemented and refined/systematized repetitive processes with standard emails and lists of tasks for each cycle. Net profits increase exponentially through customized restructuring that includes streamlining processes, strategizing different payment structures and adjusting internal work flows. Attention to cash flow and the exploration of avenues to solve any ongoing short-term cash flow issues and grow the business is always vital to long-term success.

Dallas Tx

At Morgan Stanley and Wells Fargo, Ms. Jourdan took pride in her work. She took the responsibility involved in managing client assets seriously and found real purpose in being able to provide personalized financial planning and investment services to clients at both of these banks. She was responsible for creating and maintaining effective systems as well as providing warm, reassuring and readily available client services.

Austin, Texas Area

Ms. Jourdan signed on with the CapStar Financial, LLC to assist with the Firm’s organizational efficiency and marketing. As such, she created marketing materials to broaden Firm impact/reach, redesigned powerpoint presentations to offer more clarity as well as retooled seminar messaging to fit CapStar's desired image. Together, these strategies helped increase the close rate from 25% to 75%, in about a year's time. To handle the vastly growing number of clients with increasingly complex needs, she designed operational systems to increase efficiency and overall firm profit and performance.

Austin Tx

Austin-American Statesman--As Special Sales Lead, sold full-color marketing products that increased circulation to non-subscriber homes. Received “Employee of the Month” award for selling enough saturation marketing product to make Publishers Statement. Managed the online version of the newspaper including all promotions and marketing endeavors.The Globe Pequot Press—As Regional Sales Representative, managed sales in Texas and Oklahoma, opening over 200 new accounts and increasing sales from $200,000 to over $450,000. Installed 40 displays to improve product placement in strategic locations. Exceeded corporate sales goals by 15%.Austin-American Statesman—As Retail Sales Representative, developed new corporate client sales strategy and established 300 new outlets. Created and grew Corporate Cafeteria Program, establishing 40 new accounts selling over 2,000 papers per week. Designed and managed promotions including ad development, product display and promotion goals.

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Activities and Societies: Cum Laude

Bachelor Of Arts (B.A.), Major In Journalism & Minor In Foreign Languages, Spanish, Italian & French

High School Diploma

Activities and Societies: Cum Laude

Elementary School