Heath Jordan, Cfa

Heath Jordan, Cfa Email and Phone Number

Chief Investment Officer at Trustmark Tailored Wealth @ Trustmark Bank
jackson, mississippi, united states
Heath Jordan, Cfa's Location
Jackson, Mississippi, United States, United States
Heath Jordan, Cfa's Contact Details

Heath Jordan, Cfa personal email

n/a

Heath Jordan, Cfa phone numbers

About Heath Jordan, Cfa

Experienced Chief Investment Officer with a demonstrated history of working in the Banking and RIA space. Skilled in Equity Strategy Creation , Portfolio Management, and Asset Management with a long term strategic focus.

Heath Jordan, Cfa's Current Company Details
Trustmark Bank

Trustmark Bank

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Chief Investment Officer at Trustmark Tailored Wealth
jackson, mississippi, united states
Website:
trustmark.com
Employees:
1663
Heath Jordan, Cfa Work Experience Details
  • Trustmark Bank
    Chief Investment Officer
    Trustmark Bank Jan 2023 - Present
    View
  • Trustmark Investment Advisors
    Chief Investment Officer
    Trustmark Investment Advisors Feb 2013 - Jan 2023
    Jackson, Mississippi Area
  • Trustmark National Bank
    Portfolio Manager
    Trustmark National Bank 2001 - Feb 2013
  • The Financial Strategies Group, Inc.
    Analyst
    The Financial Strategies Group, Inc. Aug 1996 - Sep 2001

Heath Jordan, Cfa Skills

Portfolio Management Wealth Management Asset Management Investments Financial Analysis Asset Allocation Mutual Funds Retirement Planning Equities Equity Research Financial Services Banking Fixed Income Finance Alternative Investments Capital Markets Management

Heath Jordan, Cfa Education Details

Frequently Asked Questions about Heath Jordan, Cfa

What company does Heath Jordan, Cfa work for?

Heath Jordan, Cfa works for Trustmark Bank

What is Heath Jordan, Cfa's role at the current company?

Heath Jordan, Cfa's current role is Chief Investment Officer at Trustmark Tailored Wealth.

What is Heath Jordan, Cfa's email address?

Heath Jordan, Cfa's email address is he****@****ast.net

What is Heath Jordan, Cfa's direct phone number?

Heath Jordan, Cfa's direct phone number is (662)-329*****

What schools did Heath Jordan, Cfa attend?

Heath Jordan, Cfa attended Belhaven College.

What skills is Heath Jordan, Cfa known for?

Heath Jordan, Cfa has skills like Portfolio Management, Wealth Management, Asset Management, Investments, Financial Analysis, Asset Allocation, Mutual Funds, Retirement Planning, Equities, Equity Research, Financial Services, Banking.

Who are Heath Jordan, Cfa's colleagues?

Heath Jordan, Cfa's colleagues are Trent Marchman, Austin Tuten, Nancy Myers, Tommy Lyle, Nancy Huggs, Elizabeth Warner, Cralicia Moncure.

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