Jordan Cohen Email & Phone Number

Canada

Toronto, Canada Area

At Prime Quadrant we provide highly tailored Family Office Services, integrating all aspects of our clients’ financial world to assist them and their families in achieving their goals. As a research and consulting firm, we offer unbiased investment advice - across all asset classes - to ultra-high net worth families who are looking to become better and more sophisticated stewards of capital. Our services touch on all aspects of a family’s world, including their estate and tax planning, family dynamics and intergenerational education, consolidated reporting and financial administration.

Toronto, Ontario

• Prepare research reports highlighting stock activity, Initial Public Offerings, and mergers and acquisitions• Track weekly portfolio movement and analyze individual stock volatility

Toronto, Ontario

• Supported Investment Advisors in creating client documents, analyzing information, and customer relationship management• Assisted clients in portfolio related inquiries using well developed communication practices• Reviewed client portfolio performance using quantitative, qualitative, and statistical analysis• Routinely used software and systems such as Dataphile, Maximizer, Salesforce and Thompson

Toronto, Ontario

• Prepared, verified, processed and reconciled financial data • Conducted research and appraised using statistical analysis• Prepared and organized correspondence, performed data entry and word processing functions, and created various documents

Toronto, Ontario

• Performed data entry, reconciliations, and prepared and organized correspondence• Reorganized and consolidated over 2,500 records spanning a 5 year period in a large archival project • As the single point of contact for public and internal inquiries, both in person and over the phone, provided information and referred people to appropriate areas

London, Ontario

• Charted current and projected sales using spreadsheets and analysis graphs • Tracked, updated and monitored incoming and outgoing inventory• Reorganized product-tagging and inventory systems throughout entire London warehouse• As Customer Service Assistant, confirmed deliveries and updated company-wide database. Promoted after 2 months based on impressive results and initiative

Haliburton, Ontario

• Managed 20 staff (aged 17-25) and responsible for 75 campers (aged 12-15) • Successfully created and implemented numerous camp-wide events (e.g. 1 and 2 day programs)• Promoted from Assistant Head of Land Sports (2006-2008) to Unit Head

• Generated $300,000 in revenue based on effective sales technique and interpersonal style• Managed 5 employees during distribution of product supply and cash management at University convocation ceremonies across Canada and the United States

Haliburton, Ontario

• Created and delegated staff timetables, and responsible for maintaining equipment and facilities• Taught fundamentals of baseball, basketball, floor hockey, soccer, and volleyball

Bachelor Of Commerce - Financial Services, Accounting

- Winner of The Nelson Education Business Communication Degree Award (2014)

Pre-Business, Business

- Dean's List for Winter 2012 Term - Peer Nominated Award for Academic Achievement