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Jordan Mehal
Client associate and Paraplanner at Waterloo Capital
Finance professional with experience in portfolio management and reporting.
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Location
Dallas, Texas, United States, US
Bio
Generated by
Topline AI
Jordan Mehal is a seasoned finance professional with experience in portfolio management, reporting, and planning support. He has held various roles in client associate and paraplanner at Waterloo Capital and Standish Management, LLC, and has a Bachelor's degree in Finance from the University of Arkansas at Monticello.
As a student-athlete, Jordan was a Division 2 All American in 2016.
Experience
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Waterloo Capital
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Dallas, Texas, United States
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Client associate and Paraplanner
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Jun 2022 - Present
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Dallas, Texas, United States
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Standish Management, LLC
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Dallas, Texas, United States
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Client Associate
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Nov 2021 - Jun 2022
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Dallas, Texas, United States
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Portfolio, Reporting and Planning Support assistant
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Aug 2016 - Nov 2021
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Marketing Intern
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May 2016 - Aug 2016
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University of Arkansas at Monticello
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Monticello, Arkansas
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Student Athlete
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Aug 2012 - May 2016
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Monticello, Arkansas
2016 Division 2 All American
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Education
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2012 - 2016University of Arkansas at Monticello
Bachelor's degree, Finance, General
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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