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Jordan Wallens

Sr. Business Development Officer @ Boston Private Wealth LLC

Jordan Wallens Contact Details

Location:
Los Angeles, California
Work:
Sr. Business Development Officer @ Boston Private Wealth LLC
Financial Advisor @ Morgan Stanley Wealth Management
Vice President -- Los Angeles and Orange Counties @ Goldman Sachs
Education:
BA, English, Economics @ Cornell University
About:

Bright, talented, enthusiastic, creative closer. Experienced in a variety of Investment Management roles (Portfolio Management, Marketing, Institutional and Retail Sales, New Business Development, Writing, Trading).

Sr. Business Development Officer @ Specializing in Asset Management, Income Enhancement, Lending, Financial Planning, Tax Strategies, Succession Planning, Estate Plans. From June 2015 to Present (7 months) Financial Advisor @ Specializing in Wealth 

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