Jordan Heaps, CFP®
Certified Financial Planner at The Kelly Group- Financial Planning and Wealth Management Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Belcamp, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
The Kelly Group- Financial Planning and Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner
-
Jul 2022 - 1 year 6 months
Bel Air, Maryland, United States
-
-
Financial Planning Associate
-
Dec 2015 - Sep 2022
Bel Air, MD
-
-
-
Ruby Tuesday
-
Restaurants
-
700 & Above Employee
-
Server
-
Apr 2012 - Nov 2015
Expected to be able to take care of 5 or more tables at the same time in a timely manner. Being able to work in a fast paced environment and making quick and efficient decisions was the key factor in the amount of tips you received.
-
-
-
The Kelly Group- Financial Planning and Wealth Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Accounting Intern
-
Jan 2015 - Apr 2015
Bel Air, Maryland Expected to complete bookkeeping for small businesses, such as payroll and bank reconciliations using Quickbooks. Worked on individual tax returns using Lacerte. Prepared financial plans for wealth management advisors. Reviewed Financial Statements for small businesses
-
-
-
ShopRite
-
Food and Beverage Services
-
700 & Above Employee
-
Cashier
-
Jun 2009 - Apr 2012
-
-
Education
-
Towson University
Bachelor's degree, Accounting -
Harford Community College
Associate's degree, Accounting -
Harford Technical High School
Computer Networking, A
Community
You need to have a working account to view this content.
Click here to join now