beBee background
Professionals
>
Accounting / Finance
>
Brunswick
Jordan Acord

Jordan Acord

Senior Financial Planning Major

Accounting / Finance

Brunswick, City of Brunswick, Medina

Social

About Jordan Acord:

I am a Financial Planning Major at the University of Akron. My goal is to further educate people about money, and how they can make ti work for them! I am also competing in the Financial ConNEXTion Cruise Competition!

Experience

I interned at Wealth Impact Advisors in Fairlawn, Ohio. During this internship I worked along side the advisors to assist them for client meetings and day to day activities. This included using financial planning software to input client data and generating requested reports. The softwares I used included RightCapital, eMoney, and MoneyGuidePro. During this time I also contacted carriers to obtain client RMD information so this information would be available for when the RMD is ready to be processed. Finally, I utilized Excel for many of the tasks that I was assigned to do.
 

Education

I am currently in my last semester at the University of Akron Majoring in Financial Planning. I am expected to graduate in May 2024. 

Professionals in the same Accounting / Finance sector as Jordan Acord

Professionals from different sectors near Brunswick, City of Brunswick, Medina

See professionals near Brunswick, City of Brunswick, Medina

Other users who are called Jordan

Jobs near Brunswick, City of Brunswick, Medina

  • Cleveland Clinic

    Experienced Emergency Department RN

    Found in: Talent US A C2 - 5 days ago

    Cleveland Clinic Warrensville Heights, United States

    Join Cleveland Clinic's EmergencyServices Institute team and experience world-class healthcare atits best. Cleveland Clinic's Emergency Services Institute hasattained the 90th percentile of all Emergency Departments in theUnited States. The Emergency Services Institute cares for ...

  • Hibbett Retail, Inc.

    Sales Associate

    Found in: ZipRecruiter Standard US C2 - 6 hours ago

    Hibbett Retail, Inc. Cleveland, United States

    Job Description · Job Description00056 Cleveland, TNLE_301 Hibbett Retail, Inc.Job Title: Sales Associate · Department: Operations · FLSA Status: Non-Exempt · Reports To: Store Manager · SUMMARYThe Sales Associate is responsible for assisting the store's management staff with pro ...

  • TEKsystems

    Client Services Associate

    Found in: MyJobHelper US C2 - 3 days ago

    TEKsystems Westlake, United States

    TEKsystems is looking to hire a Client Services Associate. If you have 2-3+ years of customer service or administrative experience and are looking to gain additional experience at a great company - apply today · Pay: $16.00/hour · Shift: Monday-Friday 8:00am-5:00pm · Hybrid posit ...