Jordan Le

President at Towson University Investment Group
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Contact Information
us****@****om
(386) 825-5501
Languages
  • English Professional working proficiency
  • Vietnamese Full professional proficiency

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Bio

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Experience

  • Towson University Investment Group
    • United States
    • Investment Management
    • 1 - 100 Employee
    • President
      • Aug 2021 - Present

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assurance & Audit Intern
      • Jun 2023 - Aug 2023

  • Clearview Group
    • United States
    • Business Consulting and Services
    • 100 - 200 Employee
    • Assurance and Advisory Intern
      • May 2022 - Aug 2022

      - Collaborated directly with senior associates and managers to solve problems discovered during the audit procedures - Analyzed hundreds of client reports to determine potential internal and external audit risks - Used Excel functions such as Xlookup, Nested Functions, and Vlookup to automate and complete audit test-work and Employee Benefit Plan procedures for Fortune 500 companies - Collaborated directly with senior associates and managers to solve problems discovered during the audit procedures - Analyzed hundreds of client reports to determine potential internal and external audit risks - Used Excel functions such as Xlookup, Nested Functions, and Vlookup to automate and complete audit test-work and Employee Benefit Plan procedures for Fortune 500 companies

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Finance Internship
      • Jun 2021 - Aug 2021

      - Utilized high net worth clients documents to created financial plans for their future - Inputted of confidential client documents into workflow management system electronically - Organized clients confidential financial information in order to protect Ameriprise from legal ramifications - Inputted clients 401(K), 403(B), IRA, TIRA, ROTH IRA, etc. onto Morningstar for senior advisors to analyze - Utilized high net worth clients documents to created financial plans for their future - Inputted of confidential client documents into workflow management system electronically - Organized clients confidential financial information in order to protect Ameriprise from legal ramifications - Inputted clients 401(K), 403(B), IRA, TIRA, ROTH IRA, etc. onto Morningstar for senior advisors to analyze

Education

  • Towson University
    Bachelor's degree, Business Administration and Management, General
    2020 - 2024
  • Northwest High School
    High School Diploma
    2016 - 2020

Community

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