Jordan Andreola
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Personal Information
Entreprise/Lieu de travail
Dallas, TX United States
Profession
National Business Development Consultant
Secteur d’activité
Consulting / Advisory
Site Web
www.1stglobal.com/articles/detail/Leadership/BusinessDevelopment/Jordan-Andreola
À propos
As a consultant to high-achieving CPA, tax and estate planning professionals, Jordan Andreola works with firms to design and implement sustainable growth strategies. Jordan leverages the proven processes and expertise of 1st Global to empower business owners to achieve profitable growth, even in difficult times.
Coordonnées
Mots-clés
cpa wealth management 1st global research consulting ria referral dual hybrid registration solicitor broker-dealer independent fee-based advisor business investment model pfs investment advice financial advisor cfp
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