Jordan Cassiani, Aif®

Jordan Cassiani, Aif® Email and Phone Number

Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies @ Vincent Ventures LLC
Jordan Cassiani, Aif®'s Location
Appleton-Oshkosh-Neenah Area, United States, United States
Jordan Cassiani, Aif®'s Contact Details

Jordan Cassiani, Aif® work email

Jordan Cassiani, Aif® personal email

n/a
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.

Jordan Cassiani, Aif®'s Current Company Details
Vincent Ventures LLC

Vincent Ventures Llc

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Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies
Jordan Cassiani, Aif® Work Experience Details
  • Legacy Investment Services
    Financial Representative
    Legacy Investment Services Jun 2023 - Present
    I help Gen Z and Gen Y plan for life goals
  • Legacy Investment Services
    Paraplanner
    Legacy Investment Services May 2022 - Aug 2023
    •Manage Client Relations•Input Client Data and transactions
  • Vincent Ventures Llc
    Owner
    Vincent Ventures Llc Aug 2022 - Present
    View
  • Catholic Order Of Foresters
    Catholic Estate Services Representative
    Catholic Order Of Foresters Oct 2022 - Present
    Naperville, Illinois, Us
    View
  • New Heights Insurance
    Finance Agent
    New Heights Insurance Jun 2017 - Present
    • 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
    View
  • New Heights Insurance
    Digital Marketer / Content Creator
    New Heights Insurance Jun 2019 - Sep 2019
    • 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
    View
  • Jvc Leasing, Inc.
    Owner
    Jvc Leasing, Inc. Feb 2008 - Present
    •Lease out various equipment
    View
  • Aquatik Esports
    Content Creator
    Aquatik Esports Sep 2020 - Present
    Naples, Florida, Us
    • Working with individuals in a group to succeed in the digital content creation world together
    View
  • Day One
    Fellow
    Day One May 2022 - Jul 2022
    New York City, Ny, Us
    Day One is a community driven learning environment that guides aspiring entrepreneurs
    View
  • Twitch
    Content Creator
    Twitch Sep 2017 - Mar 2022
    San Francisco, California, Us
    • 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
    View
  • Microsoft
    Content Creator
    Microsoft Sep 2019 - Dec 2019
    Redmond, Washington, Us
    • Created content on Mixer• Budgeted revenue and expenses for producing content
    View

Jordan Cassiani, Aif® Education Details

  • University Of Wisconsin-Green Bay
    University Of Wisconsin-Green Bay
    Major Finance | Minor Personal Financial Planning
  • University Of Wisconsin-Fox Valley
    University Of Wisconsin-Fox Valley
    Tax Accounting And Business/Management
  • Freedom High School
    Freedom High School

Frequently Asked Questions about Jordan Cassiani, Aif®

What company does Jordan Cassiani, Aif® work for?

Jordan Cassiani, Aif® works for Vincent Ventures Llc

What is Jordan Cassiani, Aif®'s role at the current company?

Jordan Cassiani, Aif®'s current role is Independent Financial Advisor | Helping Private Clients Grow Wealth with Hedged Equity & Tax Strategies.

What is Jordan Cassiani, Aif®'s email address?

Jordan Cassiani, Aif®'s email address is jo****@****itch.tv

What schools did Jordan Cassiani, Aif® attend?

Jordan Cassiani, Aif® attended University Of Wisconsin-Green Bay, University Of Wisconsin-Fox Valley, Freedom High School.

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