Jordan Greenhouse Email and Phone Number
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Experienced Senior Managing Director with a demonstrated history of exceptional business development in the investment management industry. Skilled in Investment Management, Separately Managed Accounts, Mutual Funds, Securities Regulation, Trading, and Hedge Funds. Strong finance professional with a MBA focused in Business from Cornell University - S.C. Johnson Graduate School of Management. When not working, I enjoy surfing, skiing, snowboarding, mountain biking, and interval training.
Lido Advisors, Llc
View- Website:
- lidoadvisors.com
- Employees:
- 360
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Lido Advisors, LlcLos Angeles, Ca, Us
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Chief Growth OfficerLido Advisors, Llc Jul 2023 - PresentLos Angeles, Ca, Us-Responsible for driving growth and expansion across the organization both organically and inorganically-Identify and development of strategic initiatives for enhancing the current organization along with uncovering opportunities to enter new markets for firm expansion
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Senior Managing DirectorKayne Anderson Rudnick Jun 2016 - Jul 2023Los Angeles, Ca, Us-Managed the institutional and regional distribution footprint for Kayne Anderson Rudnick's equity portfolios-Primary point of contact for institutional consultants related to all aspects of the organization-Managed institutional sales team focused on domestic and international clients along with prospective investors-Partnered with product management and marketing teams on the creation of marketing pieces,white papers, etc.-Work as a partner with the senior management in order to formulate and implement a businessplan sales strategy.-Worked in coordination with executive management to identify and develop current and future go to market solutions-Results: Instrumental in taking the firm from $8.5 billion dollars to in excess of $65 billion organically over my tenure -
Regional Vice President - Private Client GroupFidelity Investments Jan 2015 - Jun 2016Boston, Ma, Us-Execute a communication plan to provide education of Wealth Advisor Solutions, Private Wealth Management, and the overall HNW solution set -Developed the “client relationship roadmap” designed to enable associates to engage clients across the Wealth Planning Overview with a focus on deepening the overall Fidelity relationship (national rollout 2016)-Created and implemented the UHNW triage/discovery process focused on clients with internal and/or external assets in excess of $20 million dollars -Constructed the Competitive Knowledge Tool designed to educate all associates on the competitive landscape throughout the country -
Regional Vice President - Wealth Advisor SolutionsFidelity Investments Jul 2012 - Jan 2015Boston, Ma, Us-Conduct local events involving Branch Associates, Wealth Advisors, and/or Clients-Develop/execute a communication plan to provide WAS program updates, positioning ideas, analysis on channel effectiveness, & operational plan to support program-Provide program technical training of WAS referral program-Subject Matter Expert and resource/liaison for Market/Branch/Site Management and P&G Regional Managers/RPCs/GCs-Conduit to RIA competitive landscape, IA Oversight updates, program enhancements, technology initiatives, and representative readiness including training and event coordination
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Vp-Regional Planning ConsultantFidelity Investments Feb 2011 - Jul 2012Boston, Ma, Us-The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. -Provides a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection. This role involves personal contact with customers on topics that take a high degree of specialized knowledge. -Wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions-Present economic market updates and deliver educational seminars to PCG HNW clients -Work closely with senior PI management on the development and execution of sales and training initiatives
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Coo Rady Asset ManagementRady Asset Management Aug 2008 - Mar 2011-Oversee all daily operations of Hedge Funds, Separately Managed Accounts, and Mutual Funds -Established two 40-act mutual fund strategies and launched to the public in 2009
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Vice President/Senior Account ExecutiveFidelity Investments Jun 2007 - Aug 2008Boston, Ma, Us-Develop existing client relationships to retain and increase total assets, revenues and profitability-Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals-Effectively create the best possible customer experience and meet the clients' broad range of investment needsLeverage local branch team and phone service team to increase client's understanding of the -Conduct detailed portfolio analysis, guidance, and estate planning
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Financial Planning ConsultantFidelity Investments Aug 2004 - Jun 2007Boston, Ma, Us-Develops long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.-Responsible for driving face to face customer appointments and interactions -Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.-Educates customers to use technology to monitor, maintain and manage their investments
Jordan Greenhouse Skills
Jordan Greenhouse Education Details
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Cornell Johnson Graduate School Of ManagementBusiness -
University Of UtahPsychology Psychology
Frequently Asked Questions about Jordan Greenhouse
What company does Jordan Greenhouse work for?
Jordan Greenhouse works for Lido Advisors, Llc
What is Jordan Greenhouse's role at the current company?
Jordan Greenhouse's current role is Lido Advisors-Chief Growth Officer.
What is Jordan Greenhouse's email address?
Jordan Greenhouse's email address is ja****@****ell.edu
What is Jordan Greenhouse's direct phone number?
Jordan Greenhouse's direct phone number is (877) 302*****
What schools did Jordan Greenhouse attend?
Jordan Greenhouse attended Cornell Johnson Graduate School Of Management, University Of Utah.
What skills is Jordan Greenhouse known for?
Jordan Greenhouse has skills like Mutual Funds, Investments, Portfolio Management, Wealth Management, Investment Strategies, Series 7, Hedge Funds, Asset Allocation, Retirement Planning, Strategic Financial Planning, Alternative Investments, Series 63.
Who are Jordan Greenhouse's colleagues?
Jordan Greenhouse's colleagues are Olivia Zaiya, Mba, Jd, Cfp®, Jason Blumberg, Lido Chen, Patrick Garcia, Raul Lorenzo, Jahn Zaknoun, Roberto Paredes.
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