Verified recordFinancial Services

Jordan Harrison

Senior Product Manager, Wealth Management Solutions at Assetmark

Based in Concord, United States

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Seniority

Other

Department

Other

Location

Concord

Industry

Financial Services

Company size

1.1K

Contact information

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Email

1 credit

j•••••••@assetmark.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Jordan Harrison

Jordan Harrison has extensive and multi-faceted career in the financial industry, with a particular focus on wealth management solutions and investment analysis. Jordan’s journey through various roles has equipped him with a robust set of skills and experiences, making him a valuable asset in the realm of financial services.Starting with his educational background, Jordan holds a Master of Science in Financial Analysis from the University of San Francisco, laying a solid foundation for his career in finance. Prior to this, Jordan earned a Bachelor of Arts in Psychology from California State University, Fresno.This diverse academic training leads to a well-rounded expertise of complex analytical thought as well as an understanding of human behavior and decision-making.Jordan channels his diverse professional background and education in his role as a Senior Product Manager to continue to deliver thoughtful, timely, and relevant wealth management solutions. With a practical understanding of AGILE Project Management techniques and proficiency in various software and analytical tools, Jordan excels in driving business growth, enhancing advisor satisfaction, and fostering innovative product development environments. His career began in financial analysis, where he demonstrated a keen analytical acumen and a talent for creating impactful financial models and investment strategies. Transitioning into product management, Jordan has successfully managed cross-functional teams, spearheaded market research initiatives, and executed product strategies that align with business goals and market needs.Jordan has a robust background in delivering technology solutions – currently leading the strategic development of portfolio management systems, trading platforms, and user interfaces at AssetMark Inc.

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