Jordan Lockhart

Jordan Lockhart

Manager Tax & Cost Basis Operations
Dallas, Texas, United States

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Work Experience

Charles Schwab

Manager Tax & Cost Basis Operations

2022-09-01 - Present

TD Ameritrade

Sr. Specialist-Tax Services & Government Reporting Operations

2019-10-01 - 2022-09-01

Nordstrom

Intern

2014-06-01 - 2014-08-01

White House Black Market

Sales Lead

2012-08-01 - 2013-08-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English