Jordan G Email and Phone Number

• Coordination of all scheduling, cancellations, and rescheduling for clients and Behavioral Technicians (BTs)• Manage staff and client concerns by providing quick, solution-oriented adjustments on a daily basis• Develop relationships with parents, clients, and regional teams

• Provided excellent Customer Service at events across Denver and Boulder in the following departments: o Usheringo Crowd Managemento Ticketingo Gate Operationso SecurityO Parking/Traffic

(HYBRID POSITION- WFH & IN OFFICE)• Provided excellent Customer Service via phone, email and in person daily• Processed distributions, transfer outs and rollovers of cash and assets from self-directed IRAs and Solo(k) accounts in a timely manner• Created and maintained SharePoint team page• Annuity and Mutual Fund processing• Re-registration for promissory notes, real estate, LLCs, precious metals, and private stock• Death Coding/Death processing• Inherited IRA management/processing• High value account management• Handled escalated cases• Processed conversions, contributions, removal of excess contribution, ACAT transfers • Prepared and continuously updated procedures for internal and external auditors

• Provided excellent Customer Service via phone, email and in person daily• Document & check processing for entire company• Provided operational and administrative support to all teams• Prepared and continuously updated procedures for internal and external auditors

• Laundry and cleaning duties• Assisted other hair stylists• Cutting, Coloring, Styling hair• Front Desk Receptionist (inbound/outbound calls, scheduling, checking clients in and out, product sales)

• Created a fun learning environment for children of all different age groups• Primarily worked with children with social disorders (ADD/ADHD, Children on the Spectrum, Etc)• Promoted being friendly, clean, and respectful• Encouraged appropriate interactions with other children and with adults