Jordan Rapoport Email & Phone Number

Austin, Texas Area

Greater Philadelphia Area

• Managed thirty five year old family owned industry leading catering business that had been impacted by the economic downturn.
• Responsible for business planning, budget analysis and day to day operation of 120 employee, $3.5 MM catering and event planning organization
• Redefined strategic direction through cost reduction, talent analysis, risk mitigation, negotiation of favorable vendor contracts, execution of new exclusive venue agreements and exit/termination of unfavorable.
• Created and launched a market style cafeteria management business to generate an annuitized revenue stream to solve for seasonal cash flow periods. Secured 600K daily breakfast and lunch contract at an S&P 500.
• Leveraged banking relationship management skills to successfully secure large scale refinancing package to reduce monthly impact of legacy debt on ongoing operations
• Developed a deep understanding of industry trends as well as the market impact on small business related to the economic environment driven by a tightening of discretionary spending on both the social and corporate.

• Managed the Mid-Atlantic and Pacific SW Regions marketing / selling Lockwood Advisory Solutions and Pershing Managed Account Solutions including Unified Managed Accounts, Mutual Fund – ETF Wrap Strategies and.
• Raised and retained assets within defined territories by proactively engaging and cultivating new and existing advisor relationships through referral generation, direct prospecting, education, and building trust.
• Increased territory sales year over year. Responsible for landing the largest single manager account in Lockwood history (25 MM).
• Educated advisors in the area of practice management, the benefits of fee based planning vs. transaction based planning. Converted transaction based books of business to fee based by leveraging Lockwood Advised.
• Educated Advisors on the functionality of the PMAS platform and successfully converted large wirehouse books of managed account business to Lockwood advised solutions within the RIA and IBD channels.
• Represented Lockwood Advisors at National broker dealer conferences, driving business through relationship building and large scale presentations.

Develop and manage Defined Contribution Plans in the 403(b) marketplace utilizing an in depth knowledge of qualified plans. Built and maintain a book of business of over 400 clients utilizing a vast array of marketing and networking skills. Analyze, design and implement financial strategies including; portfolio management (qualified and non-qualified.

Worked directly with both front office traders and back office personnel. Monitored and maintained daily trade blotters. Tracked positions for broker/dealer. Designed a counterparty database used to track all records of accounts.

Worked directly with OTC, Listed, and Sales Traders. Attended daily research meetings and reported necessary information to particular traders. Created a personalized Bridge Station and used it in preparing daily watch lists and news briefings for traders. Posted traders’ daily trading volumes and supers. Used Bloomberg, and Blockdata.com to create.