Jordan Boswell Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

Altoona, Wisconsin, United States

• Work with wealth managers to help clients implement their goals through holistic financial planning • Gather personal information from clients to determine suitability of investment recommendations • Assist clients by opening investment accounts and making every step of the onboarding process personable • Educate clients about the firm’s investment philosophy and products, securities, markets• Manage, prioritize, and follow through on multiple internal projects simultaneously

St Paul, Minnesota, United States

● Established a consistent method to reconfigure QSR sales data by partnering with the international sales team● Implemented a distributor sell-out database by using Excel Power Query and Power BI systems● Created a streamlined process for monthly sales reporting, customer data requests, and processing billbacks● Prepared a 45-minute presentation regarding the project for the division’s Vice President of Finance● Advanced professional development skills through networking opportunities and virtual webinars

Inver Grove Heights, Mn

● Led up to five team members in exceeding daily sales goals● Utilized communication and planning skills to train 12 new team members in all store roles● Reconciled four cash drawers and safe hourly while evaluating sales receipts● Opened and closed facility within 45 minutes following operating procedures● Prepared three types of drip-coffee and over 100 different handcrafted drinks accurately and swiftly

Greater Minneapolis-St. Paul Area

• Called 200 referrals to schedule virtual financial planning meetings with several financial advisors • Met with 40 prospective clients to discuss their personal, professional, and financial needs and goals • Suggested several recommendations for the appropriate insurance and investment products • Delivered ongoing client service beyond the initial financial planning meeting • Participated in weekly coaching, training, and development meetings with all branch managers and advisors

Bachelor Of Business Administration - Bba, Business Finance Major And Business Economics Major

• summa cum laude • Grade Point Average: 4.0/4.0 • Departmental Finance Honors • College of Business Dean’s List

Education record

• Valedictorian • Grade Point Average: 4.0/4.0 • AP Scholar with Honor • National Honors Society