Jordan Gregory Email & Phone Number
Who is Jordan Gregory? Overview
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Jordan Gregory is listed as Wealth Management Rotational Anaylst at Morgan Stanley, a with 94640 employees, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jordan Gregory.
Jordan Gregory previously worked as Financial Representative at Northwestern Mutual and Sales Development Intern at Vivint. Jordan Gregory holds Bachelor Of Business Administration - Bba, Finance from Florida International University - College Of Business.
Email format at Morgan Stanley
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About Jordan Gregory
Hello! I’m a full-time student in the College of Business at Florida International University, with a diverse background in Wealth Management and Sales. Through my internship with Northwestern Mutual, I work to understand our clients and create financial plans relative to their unique circumstances. My motivation stems from collaborating and empowering others to reach their goals. Looking forward to connecting with likeminded individuals!
Jordan Gregory's current company
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Jordan Gregory work experience
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Financial Representative
Current• Uncovering client needs and providing innovative solutions for individual/business financial planning, relative to their unique circumstances.• Collaborated with a team of CFP’s to work on a variety of client engagements and develop personalized strategies to solve their critical challenges ie; investments, insurance, retirement/estate planning etc.• Analyze data/information and present recommendations to clients that have real impact on their business/personal goals.• Creating connections and building a network to learn from a wide diversity of industry leaders. Participating in extensive training and mentorship to sharpen technical and interpersonal skills.
Sales Development Intern
Inventory Control Specialist
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
Craig Presant, Cfp®
Colleague at Morgan StanleyGreater Philadelphia, United States
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SS
Szilard Sallay
Colleague at Morgan StanleyBudapest, Hungary
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VG
Varga Greta
Colleague at Morgan StanleyHungary
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KE
Kwayne Estrim
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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SK
Soleil Kelly
Colleague at Morgan StanleyNew York, United States
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DM
David Morse
Colleague at Morgan StanleySalt Lake City Metropolitan Area, United States
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GK
Geoff Korwan
Colleague at Morgan StanleyCharleston-Huntington Area, United States
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BH
Boris Horvat
Colleague at Morgan StanleyHungary
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KD
Kouushik Ddutta
Colleague at Morgan StanleyMumbai, Maharashtra, India
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AK
Ashwini Kumar
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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Jordan Gregory education
Frequently asked questions about Jordan Gregory
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What company does Jordan Gregory work for?
Jordan Gregory works for Morgan Stanley.
What is Jordan Gregory's role at Morgan Stanley?
Jordan Gregory is listed as Wealth Management Rotational Anaylst at Morgan Stanley.
Where is Jordan Gregory based?
Jordan Gregory is based in Miami, Florida, United States while working with Morgan Stanley.
What companies has Jordan Gregory worked for?
Jordan Gregory has worked for Morgan Stanley, Northwestern Mutual, Vivint, and Amazon.
Who are Jordan Gregory's colleagues at Morgan Stanley?
Jordan Gregory's colleagues at Morgan Stanley include Craig Presant, Cfp®, Szilard Sallay, Varga Greta, Kwayne Estrim, and Soleil Kelly.
How can I contact Jordan Gregory?
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What schools did Jordan Gregory attend?
Jordan Gregory holds Bachelor Of Business Administration - Bba, Finance from Florida International University - College Of Business.
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