Jordan Kahn work email
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Jordan Kahn personal email
I studied at Indiana University’s Kelley School of Business back in 2018 and then worked at Merrill Lynch for 4 years as a Registered Wealth Management Client Associate in NYC overseeing the management of over $1 billion. I now work at Fifth Avenue Financial as a Senior Financial Advisor where I passionately service my clients. Outside of work, I enjoy playing basketball with friends and also playing piano. I serve as a board member as well for Hunter College Hillel, a UJA partner organization.
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Senior Financial AdvisorFifth Avenue Financial Oct 2024 - PresentNew York, UsWe provide individuals with expert guidance on financial planning, investments, insurance, group benefits, retirement, taxes, estate planning, and succession planning. We analyze clients' financial needs, help set goals, develop personalized plans, and offer ongoing advice to achieve financial success. As an advisor, I stay updated on market trends and regulatory changes to provide the best recommendations. Most importantly, I build strong relationships, acting as a trusted partner in clients' financial journeys. -
Registered Wealth Management Client AssociateMerrill Lynch Mar 2020 - Oct 2024New York, Ny, UsForming long-lasting relationships with over 300 clients and their families totaling over $1 billion AUM.Onboarding: opening various types of accounts and guiding the clients through documentation to remain within compliance.Money transfers and wires.Trading Equities, Treasuries, Money Markets, Municipal Bonds, mutual funds.Enrolling in managed strategies -
Winter Audit InternDeloitte Jan 2019 - Mar 2019Worldwide, OoAudited Morgan Stanley’s sales and trading department -
Summer InternDeloitte May 2018 - Aug 2018Worldwide, Oo
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Administrative AssistantIndiana University - Kelley School Of Business Jan 2016 - Apr 2018Bloomington, In, Us -
Summer Financial AnalystMajor League Baseball May 2017 - Aug 2017New York, New York, UsWon annual intern shark tank competition for pitching best strategic idea for the MLB. -
New York Envision ConferenceDeloitte May 2017 - May 2017Worldwide, Oo
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Emerging Leaders ProgramEy May 2017 - May 2017London, Gb -
Business Intern2Discover Mar 2017 - May 2017Sydney, Au -
Accounting & Finance InternE2Open Jun 2016 - Aug 2016Austin, Tx, Us -
InternKeller Williams Realty, Inc. Jun 2015 - Jul 2015Austin, Tx, Us -
Women'S Varsity Basketball ManagerIndiana University Bloomington Athletics Sep 2014 - Mar 2015Bloomington, Indiana, Us
Jordan Kahn Skills
Jordan Kahn Education Details
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Indiana University - Kelley School Of BusinessAccounting -
University Of SydneyInternational Business
Frequently Asked Questions about Jordan Kahn
What company does Jordan Kahn work for?
Jordan Kahn works for Fifth Avenue Financial
What is Jordan Kahn's role at the current company?
Jordan Kahn's current role is Financial Advisor | Board Member.
What is Jordan Kahn's email address?
Jordan Kahn's email address is jordan.kahn@ml.com
What schools did Jordan Kahn attend?
Jordan Kahn attended Indiana University - Kelley School Of Business, University Of Sydney.
What are some of Jordan Kahn's interests?
Jordan Kahn has interest in 24 Tv Series, Curb Your Enthusiasm, Children, Kygo, Piano Performance, Fantasy Football, Motivational Speaking, Education, Basketball, Poverty Alleviation.
What skills is Jordan Kahn known for?
Jordan Kahn has skills like Microsoft Excel, Quantitative Analysis, Leadership, Piano Performance, Problem Solving, Entertainment, Communication, Teaching, Research.
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