Jordan Gregory
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Jordan Gregory Email & Phone Number

Associcate, PWM Client Onboarding Approver at Goldman Sachs
Location: Dallas-Fort Worth Metroplex, United States, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Goldman Sachs
Role
Associcate, PWM Client Onboarding Approver
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
20505 employees

Who is Jordan Gregory? Overview

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Quick answer

Jordan Gregory is listed as Associcate, PWM Client Onboarding Approver at Goldman Sachs, a company with 20505 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Jordan Gregory.

Jordan Gregory previously worked as Senior Enhanced Specialist at Charles Schwab and Advisor Services Specialist at Charles Schwab. Jordan Gregory holds Bachelor'S Degree, Economics And Finance, 3.9 from The University Of Texas At Arlington.

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Goldman Sachs

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Profile bio

About Jordan Gregory

In December 2022 I will graduate with my Bachelors Degree in Finance and Economics from The University of Texas at Arlington. I have 17 years experince in Retail Management. Currently, I am looking for opportunities in the Finance and Banking industry because I feel that helping clients and families secure a better financial future is my calling in life.Specialties: Teamwork, Decision Maker, Active Listening, Leadership, Problem Solving, Relationship Management, Consulting, Finance, Effective Communicator, Analytical Thinker, Reasoning Skills, Emotional Intelligence, Critical Thinking, Coordinating Activties

Current workplace

Jordan Gregory's current company

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Goldman Sachs
Goldman Sachs
Associcate, PWM Client Onboarding Approver
Texas, United States
Website
schwab.com
Employees
20505
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6 roles

Jordan Gregory work experience

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Associcate, Pwm Client Onboarding Approver

Goldman Sachs

Texas, United States

Senior Enhanced Specialist

Current
Charles Schwab

Westlake, TX

Jul 2024 - Present

Advisor Services Specialist

Charles Schwab

Westlake, TX

Jan 2023 - Nov 2024

Store Manager

Total Wine & More

Arlington, Texas, United States

  • As store manager at Total Wine & More, I improved store operations and merchandising processes and coordinated training and development for management team.Key Achievements
  • Motivate and inspire 40 team members to grow sales 7% from $28 million to $30 million
  • Mentor and coach 7 leaders to better manage store operations, merchandising execution, and company standards
  • Develop and lead new product training for 5 stores in the Dallas/Fort Worth area
Mar 2021 - Jan 2023

Assistant Store Manager

Total Wine & More

Fort Worth, Texas

  • As Assistant Store Manager & Regional Ordering Captain at Total Wine & More, I provided superior customer service by identifying root causes and serving the customers in a timely manner.My other responsibilities.
  • Recognized as Top Assistant Manager in Region 4 for multiple years based on sales performance over target
  • Negotiated best cost and pricing for the Texas market on promotional displays to achieve higher profit margins
  • Grew total sales 23% from $13 million to $16 million by focusing on how to build effective relationships with customers
Mar 2017 - Mar 2021

Assistant Store Manager- Sales

Best Buy

Dallas/Fort Worth Area

  • While I was working as Assistant Store Manager at Best Buy, I assisted in conducting customer research for targeting and positioning and developed sales presentations for senior managers.I also implemented direct sales.
  • Increased sales 13% from $75 million to $85 million by improving customer experience in home theater
  • Coached and assisted 40 sales consultants to achieve monthly sales targets of $100,000 by teaching how to uncover customer's unmet needs
  • Supervised, trained, and performance managed a team of 85 employees
Jun 2005 - Mar 2017
Team & coworkers

Colleagues at Goldman Sachs

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

VM Venkateshwarlu Mallam Venkateshwarlu Mallam Colleague at Goldman Sachs Haslet, Texas, United States, United States View → DS Danny Susca Danny Susca Colleague at Goldman Sachs Burleson, Texas, United States, United States View → FM Francika Marku Francika Marku Colleague at Goldman Sachs Orlando, Florida, United States, United States View → MN Megan N. Megan N. Colleague at Goldman Sachs Dallas-Fort Worth Metroplex, United States View → DC David Contreras David Contreras Colleague at Goldman Sachs Rio Rancho, New Mexico, United States, United States View → JP Judy Phu Judy Phu Colleague at Goldman Sachs Pacifica, California, United States, United States View → PM Patrick Mitchell Patrick Mitchell Colleague at Goldman Sachs Casselberry, Florida, United States, United States View → PW Patye Weil Patye Weil Colleague at Goldman Sachs Longwood, Florida, United States, United States View → TM Tanya Morgan Tanya Morgan Colleague at Goldman Sachs Scottsdale, Arizona, United States, United States View → CS Charles Stern Charles Stern Colleague at Goldman Sachs Lexington, Kentucky, United States, United States View →
2 education records

Jordan Gregory education

Bachelor'S Degree, Economics And Finance, 3.9

The University Of Texas At Arlington

Activities and Societies: Member of UTA Finance Society, NABE UTA Chapter, Phi Kappa Phi, and Beta Gamma Sigma

FAQ

Frequently asked questions about Jordan Gregory

Quick answers generated from the profile data available on this page.

What company does Jordan Gregory work for?

Jordan Gregory works for Goldman Sachs.

What is Jordan Gregory's role at Goldman Sachs?

Jordan Gregory is listed as Associcate, PWM Client Onboarding Approver at Goldman Sachs.

Where is Jordan Gregory based?

Jordan Gregory is based in Dallas-Fort Worth Metroplex, United States, United States while working with Goldman Sachs.

What companies has Jordan Gregory worked for?

Jordan Gregory has worked for Goldman Sachs, Charles Schwab, Total Wine & More, and Best Buy.

Who are Jordan Gregory's colleagues at Goldman Sachs?

Jordan Gregory's colleagues at Goldman Sachs include Venkateshwarlu Mallam, Danny Susca, Francika Marku, Megan N., and David Contreras.

How can I contact Jordan Gregory?

You can use AeroLeads to view verified contact signals for Jordan Gregory at Goldman Sachs, including work email, phone, and LinkedIn data when available.

What schools did Jordan Gregory attend?

Jordan Gregory holds Bachelor'S Degree, Economics And Finance, 3.9 from The University Of Texas At Arlington.

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