Peter Jordan Email & Phone Number

Boston, Massachusetts, United States

In my tenure as a Private Market Sales Analyst as part of the Go-To-Market Sales Team for the Fidelity Private Shares product offering I have taken on many responsibilities, both internal and external facing. Internally I assist with financial reporting for both our Private Market and Public Market sales teams, content and collateral creation for defining GTM strategy, and even SharePoint design and maintenance for my team, alongside dozens of other Ad-hoc requests to increase leadership and sales capacity across the organization. In my tenure I have gained exposure and experience with a plethora of software tools: Hubspot, Salesforce, Qualtrics, SharePoint, PowerBI, DOMO, and the entire suite of Microsoft Office products among others. Externally I attend events throughout the Boston Startup Ecosystem to further the reach of Fidelity's cap table management offering: Fidelity Private Shares where I get to interact with the customers and community which we serve. Additionally, I have worked on building out an Ambassadorship Program for our product offering to further increase the reach and presence of Fidelity by working alongside and supporting individual influencers within the Startup ecosystem not only within Boston but across the United States. In this role at Fidelity I have gained immense knowledge in GTM Sales, lead generation, content/collateral creation, reporting, and community building while being fortunate enough to work alongside and support the incredible Startup and Venture Capital ecosystem which continues to drive change and innovation across the world.

Amherst, Massachusetts, United States

I was elected by my fraternity to serve as the Treasurer of Pi Kappa Phi, Theta Mu chapter for the year of 2022. My responsibilities include handling the finances of the entire chapter, budgeting my chapter's spending, collecting dues for membership, and overall working to make my chapter a better place. As treasurer I work to better the financial status of the chapter and the national organization to put my fraternity in the best possible financial situation to succeed. Weekly I meet with other members of the Fraternity's Executive Board to make critical decisions about the state of the chapter and how we can better represent and grow our fraternity.

Amherst, Massachusetts, United States

I was elected by members of my chapter to be a member of the Fraternity’s Executive Board as the Risk Manager for the Fraternity throughout 2021. I am responsible for creating a risk management plan for events the fraternity hosts or are planning to host. I also collaborate and communicate with local authorities and the school to provide safe event programming. Overall I serve as a member of the executive board to help grow and better the fraternity as an organization.

Smithfield, Rhode Island, United States

During my summer interning at Fidelity Investments I learned to adapt to the agile work method while supporting multiple software development teams in enhancing Fidelity’s 401k and 403b management platforms. I primarily worked as an intermediary between software developers and relevant stakeholders to create new business value in updating Fidelity’s product offerings. After meeting with stakeholders I analyzed current processes in search of pain points for customers and proposed enhancements to the current process that would create new business value in Fidelity’s platforms. As a result of this analysis I built out a backlog of enhancements to be completed on Confluence to create a roadmap of work to be completed for the teams I supported.

Burlington, Massachusetts, United States

During my tenure at HealthEdge I learned and developed various skills relating to financial reporting and forecasting in a fast-paced and rapidly expanding company. I managed and prepared monthly P&L sheets across three business units, totaling millions in revenue and expenses month over month. I created deliverables and formatted financial data to be easily digestible by the finance and accounting team to drive discussions and financial decisions for the firm's future. I utilized Microsoft Excel daily to create and represent various financial metrics and data sets to aid PowerPoint presentations to present this financial information. Additionally I worked with Oracle’s Hyperion to consolidate financials as well as to update customer contracts and data in HealthEdge's database. I firsthand experienced the impact of mergers and acquisitions, as Healthedge acquired two other companies during my tenure, after being acquired by the Blackstone Group in 2020. My work was ultimately presented to Healthedge’s board, executives, and Blackstone’s finance team and executives to make critical decisions about the company's future considering the deliverables I prepared. All in all I learned extremely valuable lessons and gained real world experience in financial reporting, forecasting, and modeling.

Quechee, Vermont, United States

As a summer camp counselor at the Quechee Club I oversaw and managed children and various camp activities day to day. Some of my daily work included planning various camp activities, day trips, and recreation events as well as collaborating with co-workers to provide a safe, fun, and entertaining summer of camp, especially amidst Covid-19. I also gained valuable lessons in how to interact professionally with club members and guests to increase member satisfaction and be a good face for the country club. I learned and developed many interpersonal skills during my tenure at the Quechee Club between working with children and club members day to day.

Quechee, Vermont, United States

As a member of the Quechee Club's recreation staff it was my job to help manage and staff club events and recreation facilities. In these roles I oversaw and managed children and various camp activities. I would help to plan various camp activities, day trips, and recreation events. As well as interacting professionally with club members and guests, with the ultimate goal of providing fun recreation programming for our club's members and their guests.

Milford, Massachusetts, United States

While working at Amazon Logistics' DB03 warehouse I was responsible for arranging hundreds of customer orders daily within one of Amazon’s busiest fulfillment centers in the northeast. I also played a role in supporting managers by helping track down lost or misplaced packages and sending them to their designated loading areas. I quickly learned and adapted to the fast pace of working in logistics at Amazon while adjusting to COVID-19 protocol in the workplace. Working at Amazon gave me insight into how critical efficiency and accuracy are in delivering packages across the world.

Medway, Massachusetts, United States

While working at Medway Extended Day Inc. I was an assistant teacher who helped with providing homework help, recreation, and management of a class of 3rd grade students in my school district. My role was helping out the kids and teachers at MEDI in any way possible, this included tutoring students with homework, overseeing games and crafts, or even just cleaning. I gained insight into working in education and learned valuable lessons in managing and dealing with children.

Bachelor Of Business Administration - Bba, Finance

Achieved BBA in Finance with a concentration in Financial Analysis. Achieved minors in both Information Technology and Economics.

Bachelor Of Business Administration - Bba, Finance

Activities and Societies: Pi Kappa Phi - General Member, Risk Manager, Treasurer