Peggy Jordan

Peggy Jordan

Sales & Marketing Executive: Innovative Solutions ♦ Consultative Partnerships ♦ Aggressive Turnaroun...
United States

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Work Experience

Cetera Financial Group

Head of Corporate and Brand Marketing

2021-09-01 - Present

Maritz, Inc.

Promoted to Senior Account Executive

2008-01-01 - 2022-02-01

FleishmanHillard

Senior Vice President

2006-01-01 - 2007-05-01

St. Louis Benefits Group

Founder and Principal

2004-06-01 - 2005-12-01

Skills

wealth management services financial advisory financial services financial modeling financial planning financial markets fintech broker dealer compliance broker dealer operations retirement planning retirement plan consulting tax advisory inheritance tax planning estate planning estate tax planning education savings saving for education 529 plans college funding strategies healthcare consulting collaborate innovation

Languages

English