Personal Information
Organização/Local de trabalho
Dallas, TX United States
Cargo
National Business Development Consultant
Setor
Consulting / Advisory
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
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