Financial Representative
Current
Legacy Investment Services
I help Gen Z and Gen Y plan for life goals
Jun 2023 - Present
AeroLeads people directory · profile
Jordan Cassiani, Aif® Email & Phone Number
Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies
at
Vincent Ventures LLC
1 work email found
@twitch.tv
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies
Location
Appleton-Oshkosh-Neenah Area, United States, United States
Who is Jordan Cassiani, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jordan Cassiani, Aif® is listed as Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies at Vincent Ventures LLC, based in Appleton-Oshkosh-Neenah Area, United States, United States. AeroLeads shows a work email signal at twitch.tv and a matched LinkedIn profile for Jordan Cassiani, Aif®.
Jordan Cassiani, Aif® previously worked as Financial Representative at Legacy Investment Services and Paraplanner at Legacy Investment Services. Jordan Cassiani, Aif® holds Bachelor Of Business Administration (B.B.A.), Major Finance | Minor Personal Financial Planning from University Of Wisconsin-Green Bay.
Company email context
Email format at Vincent Ventures LLC
This section adds company-level context without repeating Jordan Cassiani, Aif®'s masked contact details.
*@twitch.tv
68% confidence
AeroLeads found 1 current-domain work email signal for Jordan Cassiani, Aif®. Compare company email patterns before reaching out.
Profile bio
About Jordan Cassiani, Aif®
Jordan Cassiani, Aif® is a Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies at Vincent Ventures LLC.
Current workplace
Jordan Cassiani, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Jordan Cassiani, Aif® work experience
A career timeline built from the work history available for this profile.
Paraplanner
Legacy Investment Services
- Manage Client Relations
- Input Client Data and transactions
May 2022 - Aug 2023
Owner
Current
Aug 2022 - Present
Catholic Estate Services Representative
Current
Oct 2022 - Present
Finance Agent
Current- Organized client data, created net worth statements, control client data, analyze client assets computer proficiency especially in Microsoft Excel and OneView
- Built over 50 detailed financial and investment plans for clients
- Modeled financial data for staff and clients
- Present plans to clients on a regular basis
Jun 2017 - Present
Digital Marketer / Content Creator
- Masterminded highly successful digital strategies to attract customer engagement
- Administered marketing calendar and posted new content daily to coincide with new product and service releases
- Drove email acquisition and marketing campaigns to support key business initiatives to increase ROI to 400% which equated to an additional 300,000$ in revenue
- Learned advanced marketing strategies and how to create websites, and landing pages
Jun 2019 - Sep 2019
Feb 2008 - Present
Content Creator
Current- Working with individuals in a group to succeed in the digital content creation world together
Sep 2020 - Present
Fellow
Day One is a community driven learning environment that guides aspiring entrepreneurs
May 2022 - Jul 2022
Content Creator
- Creating and organizing content for social channels such as Twitch and Youtube
- Managing community and Editors to make content online
- Learned unique techniques and how to use software such as OBS
Sep 2017 - Mar 2022
Content Creator
- Created content on Mixer
- Budgeted revenue and expenses for producing content
Sep 2019 - Dec 2019
3 education records
Jordan Cassiani, Aif® education
Bachelor Of Business Administration (B.B.A.), Major Finance | Minor Personal Financial Planning
University Of Wisconsin-Green Bay
The Associate Of Arts And Science (Aas), Tax Accounting And Business/Management
University Of Wisconsin-Fox Valley
Education record
Freedom High School
FAQ
Frequently asked questions about Jordan Cassiani, Aif®
Quick answers generated from the profile data available on this page.
What company does Jordan Cassiani, Aif® work for?
Jordan Cassiani, Aif® works for Vincent Ventures LLC.
What is Jordan Cassiani, Aif®'s role at Vincent Ventures LLC?
Jordan Cassiani, Aif® is listed as Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies at Vincent Ventures LLC.
What is Jordan Cassiani, Aif®'s email address?
AeroLeads has found 1 work email signal at @twitch.tv for Jordan Cassiani, Aif® at Vincent Ventures LLC.
Where is Jordan Cassiani, Aif® based?
Jordan Cassiani, Aif® is based in Appleton-Oshkosh-Neenah Area, United States, United States while working with Vincent Ventures LLC.
What companies has Jordan Cassiani, Aif® worked for?
Jordan Cassiani, Aif® has worked for Legacy Investment Services, Vincent Ventures Llc, Catholic Order Of Foresters, New Heights Insurance, and Jvc Leasing, Inc..
How can I contact Jordan Cassiani, Aif®?
You can use AeroLeads to view verified contact signals for Jordan Cassiani, Aif® at Vincent Ventures LLC, including work email, phone, and LinkedIn data when available.
What schools did Jordan Cassiani, Aif® attend?
Jordan Cassiani, Aif® holds Bachelor Of Business Administration (B.B.A.), Major Finance | Minor Personal Financial Planning from University Of Wisconsin-Green Bay.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial