Jordin Post Email & Phone Number

Bloomington, Indiana, United States

Regional supervision, relationship management, and advocacy for independent financial advisors and staff including:• Annuity, alternative, and other escalated product review• Trade flags and pattern review• Correspondence review (electronic and hardcopy)• Coordinator and resource regarding compliance and Cambridge internal processes to assist and advocate for issues that arise for financial professionals• Lead and member of various internal committees focused on financial professional satisfaction and education

Fairfield, Iowa

Macon, Georgia Area

West Palm Beach, Florida Area

Macon, Georgia Area

• Compiled data for 2016 Mid-Year Middle Georgia Economic Outlook Report• Created and maintained the Center’s Facebook • Compiled and analyzed economics major data

Fairfield, Ia

• Researched and evaluated financial products and competitively analyzed client portfolios for $48 million of AUM in advanced case design utilizing MAW and MAI.• Diagnosed and illustrated $400,000 in will and estate transfer issues/errors using eMoney platform.• Improved Client Solutions mid-year tracking metrics system with their team.• Assembled Variable Annuity investment referral sheet for future use in Client Solutions department. Includes 12 VAs and 1,446 subaccounts.