Personal Information
Organization / Workplace
Dallas, TX United States
Occupation
National Business Development Consultant
Industry
Consulting / Advisory
Website
About
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.
Contact Details
Tags
cpa
wealth management
cfp
financial advisor
investment advice
pfs
model
investment
business
advisor
fee-based
independent
broker-dealer
solicitor
registration
hybrid
dual
referral
ria
consulting
research
1st global
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