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JC

Jordan Burke, Cfa

Vice President - Underwriting at Tenet Equity
Intro Book
Investment professional with 10+ years of experience in financial analysis and asset allocation.
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Location
Greater Chicago Area, US
Skills
  • Series 7
  • Series 63
  • Mutual Funds
  • Securities
  • Asset Allocation
  • Show all
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Bio

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Jordan Burke, CFA, is a seasoned investment professional with expertise in financial analysis, asset allocation, and securities. He has 10+ years of experience in the industry, including 2 years at Tenet Equity and 4 years at CIBC US. He holds a Master of Business Administration (MBA) from the University of Chicago Booth School of Business and a Bachelor of Science in Finance from Arizona State University. He is a Chartered Financial Analyst (CFA) charterholder and holds Series 7, 63, and 10 licenses.

Credentials

  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Aug, 2016
    - Apr, 2026
  • Series 63
    FINRA
    Dec, 2011
    - Apr, 2026
  • Series 7
    FINRA
    Dec, 2011
    - Apr, 2026
  • Series 10
    FINRA
  • Series 9
    FINRA

Experience

  • Tenet Equity
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Vice President - Underwriting
      • Dec 2022 - Present

    • Associate Vice President - Underwriting
      • Jan 2022 - Dec 2022

  • CIBC US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Managing Director
      • Aug 2018 - Jan 2022

    • Underwriter
      • Mar 2017 - Aug 2018

  • STORE Capital
    • Phoenix, Arizona Area
    • Underwriter
      • Mar 2015 - Jan 2017
      • Phoenix, Arizona Area

      I created investment memorandums outlining pros and cons of prospective investments and ultimately giving a recommendation to STORE’s internal investment committee.- Analyzed corporate & unit-level financials as well as real estate metrics to arrive at a positive or negative recommendation.

  • Charles Schwab
    • United States
    • Financial Services
    • 700 & Above Employee
    • Global Trading Specialist
      • Jul 2014 - Mar 2015

      - Placed trades in 30 markets and guided clients through different methods of investing in foreign companies and markets.- Placed trades for and walked clients through currency trades in eight different currencies.- Assisted multiple clients per day in creating sophisticated portfolios by guiding or directly placing fixed income, mutual fund, equity and options orders for clients.

    • Active Trading Specialist
      • Oct 2012 - Jul 2014

      - Worked with Schwab’s active trading clientele in analyzing potential investments including equities, options & option strategies, and fixed income securities.- Developed and facilitated multiple two-week training courses to enhance the knowledge of active trading brokers, in addition to conducting specific courses on options and Schwab’s trading platform.

    • Registered Representative
      • Sep 2011 - Oct 2012

Education

  • 2019 - 2022
    The University of Chicago Booth School of Business
    Master of Business Administration - MBA
  • 2007 - 2011
    Arizona State University, W. P. Carey School of Business
    Bachelor of Science, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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