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.

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.
• 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.
• 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.

• 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.
• 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.

• 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.