Head of Institutional Services
Tel. 212-682-8833 Direct. 646-708-9698 firstname.lastname@example.org
Jordan joined Andrew Garrett in 2005 and has a broad range of expertise.
In addition to constructing & managing client portfolios for high net worth individuals, he has extensive experience with Rule 144 sales, 10b5 plans, the implementation of Employee Stock Option Plans (ESOP), institutional equities & options trading for both DVP & Prime Brokerage accounts, as well as the execution of block trades in both liquid & illiquid securities.
Jordan graduated from Cornell University with a BS in Applied Economics & Management in 2001 and holds the Series 7, 63, and 65 licenses.