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Jordan Washington, Mba

Senior Account Manager, Financial Ser... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Google</span>
Intro Book
Financial services expert with MBA and Series 66 certification.
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Location
San Francisco, California, United Sta...
Skills
  • Customer Service
  • Powerpoint
  • Investments
  • Social Networking
  • Microsoft Word
  • Show all
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Bio

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Jordan Washington is a seasoned financial services professional with an MBA from Santa Clara University Leavey School of Business, offering expertise in customer service, event management, marketing, and investments.

Credentials

  • Google Ads Search Certification
    Google Digital Academy (Skillshop)
    Mar, 2022
    - May, 2026
  • **Registered States** AR, CA, MA, UT, WA
    FINRA
  • Series 7, 66, 9 & 10
    FINRA

Experience

  • Google
    • Senior Account Manager, Financial Services
  • Google
    • San Francisco Bay Area
    • Senior Account Manager, Financial Services
      • Mar 2022 - Present
      • San Francisco Bay Area
  • UBS
    • San Francisco, CA
    • Associate Director, Assistant Market Head, West Coast Private Wealth Management
      • Nov 2020 - Feb 2022
      • San Francisco, CA
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Registered Client Service Associate
      • Nov 2017 - Nov 2020

    • Registered Client Service Associate
      • Jul 2012 - Nov 2017

    • Service Associate
      • Jun 2011 - Jul 2012

  • Morgan Stanley
    • San Francisco Bay Area
    • Summer Intern
      • Jun 2010 - Aug 2010
      • San Francisco Bay Area

Education

  • 2016 - 2019
    Santa Clara University Leavey School of Business
  • Saint Mary's College of California
  • Saint Joseph Notre Dame High School

Suggested Services

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

Industry Focus. “Financial Services”

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