Jordan Andreola
5 SlideShares 3 Seguidores
Personal Information
Organização/Local de trabalho
Dallas, TX United States
Cargo
National Business Development Consultant
Setor
Consulting / Advisory
Site
www.1stglobal.com/articles/detail/Leadership/BusinessDevelopment/Jordan-Andreola
Sobre
As a consultant to high-achieving CPA, tax and estate planning professionals, Jordan Andreola works with firms to design and implement sustainable growth strategies. Jordan leverages the proven processes and expertise of 1st Global to empower business owners to achieve profitable growth, even in difficult times.
Detalhes do contato
Marcadores
cpa wealth management 1st global research consulting ria referral dual hybrid registration solicitor broker-dealer independent fee-based advisor business investment model pfs investment advice financial advisor cfp
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Apresentações

(3)

CPAs: Common Business Models

Há 12 anos • 797 Visualizações

Invitation for Wealth Management Feasibility Analysis

Há 11 anos • 836 Visualizações

CPA Firm Insights: What do CPAs fear most?

Há 11 anos • 264 Visualizações

Documentos

(2)

Who is 1st Global?

Há 11 anos • 316 Visualizações

Moss Adams Whitepaper: CPAs & Wealth Management (2011)

Há 11 anos • 3242 Visualizações
Personal Information
Organização/Local de trabalho
Dallas, TX United States
Cargo
National Business Development Consultant
Setor
Consulting / Advisory
Site
www.1stglobal.com/articles/detail/Leadership/BusinessDevelopment/Jordan-Andreola
Sobre
As a consultant to high-achieving CPA, tax and estate planning professionals, Jordan Andreola works with firms to design and implement sustainable growth strategies. Jordan leverages the proven processes and expertise of 1st Global to empower business owners to achieve profitable growth, even in difficult times.
Marcadores
cpa wealth management 1st global research consulting ria referral dual hybrid registration solicitor broker-dealer independent fee-based advisor business investment model pfs investment advice financial advisor cfp
Ver mais