Jordan Gomez

Jordan Gomez Email and Phone Number

Wealth Management Associate at Morgan Stanley @ Morgan Stanley
New York City
Jordan Gomez's Location
San Francisco, California, United States, United States
Jordan Gomez's Contact Details

Jordan Gomez work email

Jordan Gomez personal email

n/a
About Jordan Gomez

Innately self-motived and resourceful person, who works persistently until fulfilling the task at hand. A joint Financial Mathematics and Statistics major, committed to developing and refining the skills necessary to flourish in my field of study in the real world. Interested in advancing my career in the financial/technology industry in order to utilize my critical thinking skills in real world situations, improve the competitive position of the enterprise, and gain more industry experience.

Jordan Gomez's Current Company Details
Morgan Stanley

Morgan Stanley

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Wealth Management Associate at Morgan Stanley
New York City
Employees:
501
Company phone:
(212)761-4000
Jordan Gomez Work Experience Details
  • Morgan Stanley
    Wealth Management Associate
    Morgan Stanley Oct 2020 - Present
    New York, Ny, Us
  • Morgan Stanley
    Registered Client Associate
    Morgan Stanley Aug 2020 - Oct 2020
    New York, Ny, Us
  • Morgan Stanley
    Client Service Associate - Stock Plan Division
    Morgan Stanley Jul 2018 - Aug 2020
    New York, Ny, Us
  • Pensionmark Financial Group
    Associate
    Pensionmark Financial Group Aug 2016 - Jun 2018
    Santa Barbara, Ca, Us
    - Worked on internal projects to organize and transfer of internal systems for the adjustment to company growth- Worked on quarterly investment reports and prospect presentation- Facilitated client operations and helped participants with their needs
  • Cielo24
    Administrative Operations Assistant
    Cielo24 Jun 2017 - Feb 2018
    Santa Barbara, Ca, Us
    cielo24 is an innovative media and technology company that provides high-quality accessible media content as a solution for video data, intelligence, SEO, extended reach, assistance and education. - Managed the operations portal on the backend and maintained the functionality and smoothness of the jobs- Worked on and proposed different payout structures for the bonuses given to workers- In charge of calculating and paying out bonuses to incentivize and match the amount of workers with the amount of work being processed
  • Ucsb Library
    Circulation Clerk
    Ucsb Library Sep 2015 - Sep 2016
    Santa Barbara, Ca, Us
    • Providing patrons with timely and orderly service; answering questions and ensuring they receive their request• Keeping track of patron and their use of the facility• Using Excel to keep track of processing statistics.
  • College Works Painting Organization
    Contractor
    College Works Painting Organization Nov 2014 - May 2015
    • Managed individual district; Solvang and Lompoc, CA• Marketing: Emphasis on cold calling• Lead Nurturing: Sought out new clients, focused on communication, developing relationships andproviding information• Negotiated viable contracts with individuals to create customers
  • Menlo Circus Club
    Food Server
    Menlo Circus Club Jun 2014 - Sep 2014
    • Managed various clients, while ensuring prompt, timely, service in a high quality dinning setting• Delegated critical tasks to bussers and servers• Executed various goals set to better the image of the company• Book keeping financial statements and statistics with Excel• Working with budgets and proposing plans events and in general to improve the workplace
  • The Sequioas (Ncphs)
    Head Server
    The Sequioas (Ncphs) Aug 2013 - Jul 2014
    • Delivered swift and superb service to senior citizen• Maintained a safe and comfortable environment for the elderly, while identifying problems and dealingwith them in the most suitable way.• Managed various tables during dinning hours and provided extra care to the elders in their living spaces

Jordan Gomez Skills

Microsoft Word Microsoft Office Computers Adjustments Works Well With A Team Time Management Multi Tasking Work In A Fast Paced Environment Marketing Python Accounting Economics Research Microsoft Excel Leadership Sas Programming Sales Client Services Client Development Payroll Customer Service Microsoft Powerpoint Public Speaking Teamwork Social Media Event Planning Management Search Engine Optimization Data Analysis Data Entry Data Mining Adobe Photoshop Investments Problem Solving R

Jordan Gomez Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Financial Mathematics And Statistics
  • Woodside High School
    Woodside High School
    High School

Frequently Asked Questions about Jordan Gomez

What company does Jordan Gomez work for?

Jordan Gomez works for Morgan Stanley

What is Jordan Gomez's role at the current company?

Jordan Gomez's current role is Wealth Management Associate at Morgan Stanley.

What is Jordan Gomez's email address?

Jordan Gomez's email address is jo****@****ley.com

What schools did Jordan Gomez attend?

Jordan Gomez attended Uc Santa Barbara, Woodside High School.

What are some of Jordan Gomez's interests?

Jordan Gomez has interest in Investment Banking, Problem Solving, Environment, Accounting, Changing The Status Quo, Marketing Boxing, New Technologies, Science And Technology, Financial Analysis, Human Rights.

What skills is Jordan Gomez known for?

Jordan Gomez has skills like Microsoft Word, Microsoft Office, Computers, Adjustments, Works Well With A Team, Time Management, Multi Tasking, Work In A Fast Paced Environment, Marketing, Python, Accounting, Economics.

Who are Jordan Gomez's colleagues?

Jordan Gomez's colleagues are Tiago Paula, Vinod Mendiratta, Shaivi Rau, Efa Meadows, Sheri Camp, Matt Stern, Prabodh Rai.

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