Jordan Rice Email & Phone Number

Vienna, Virginia

• Responsible for day-to-day financial management of company assets. • Work with lenders on managing and developing our credit portfolio. • Partner with business principal on business development for residential and commercial property acquisitions. • Work closely with clients while they design and build their custom home.• Oversee property management for three commercial office buildings in Northern Virginia and Fredericksburg.J.D.A. Custom Homes, Inc. is a custom homebuilder that specializes in the design and building of unique custom homes. We currently have several new home developments with available lots and we offer a range of custom home styles from traditional to contemporary. J.D.A. Custom Homes, Inc. will also build you a new home on your existing lot, or help you find a lot to build on. Our mission is to build our clients the home of their dreams. We serve all of Northern Virginia, specializing in Fairfax County, primarily Vienna, Oakton, Tysons Corner, and McLean. You can find more information on our website, www.jdacustomhomes.com.

New York, Ny

• Provide local business management oversight for two markets generating $125MM in annual revenue including: financial and information management, sales management and project management with interface for office management, real estate and technology topics. • Partner with regional CFO and market managers to develop strategic market plans, develop and present strategic insights about the market and align market goals and objectives to US-wide priorities and initiatives.• Responsible for financial and information management including managing financial planning and forecasting processes, driving disciplined expense management, and understanding business drivers and recommending measures to further improve results.• Conduct analyses to drive further insights and opportunities about business and enable management by providing timely, accurate information.• Develop and maintain robust sales management processes and toolkits for market manager.• Assist in sales management sessions between Market Manager and Region Head.• Provide disciplined project management on ad hoc projects; coordinate product and other non-ITM initiatives which have sales force and/or client impact.• Oversee business administration including real estate strategy and logistics and managing day-to-day operations such as technology, office related needs and invoice approvals.

• Senior Analyst with responsibility for maintaining and growing relationships with 120 high net worth individuals and families with an aggregate $550 million in assets and liabilities overseen by four private bankers within the $5 billion New York Metro region of J.P. Morgan’s $150 billion Private Wealth Management (“PWM”) business.• Helped team grow business 19% during the 2009 fiscal year to deliver an incremental $36 million in revenue.• Analyzed current and prospective client’s balance sheets and projected future cash flows to determine suitable investment, banking, lending and trusts and estates services to achieve life-defining financial goals.• Developed customized solutions within pitch books for prospective clients with a focus on the specific needs of corporate executives including the management and diversification of concentrated stock positions.• Identified by Senior Management as top performer while completing J.P. Morgan’s prestigious three-year Analyst program. • Selected to work with head of PWM’s Northeast region to assess line of business hurdles and to develop process improvement solutions to stimulate front office growth.• Supported regional Market Manager by preparing semi-annual business reviews, aggregating and analyzing weekly market statistics and organizing weekly market meetings.

• Produced financial models to provide analytic support to a team of Investment Specialists. • Assisted Investment Specialists by producing asset allocation analyses and portfolio performance reviews. • Selected by the head of the Northeast Investments practice to assist in the recruitment of top talent. Organized and ran the full-time Analyst recruiting process for the Northeast region: screened resumes, conducted interviews, and shared insights to streamline and enhance hiring processes.