Jordan Ackerman
About Jordan Ackerman
Jordan Ackerman is a Senior Account Manager at TD Ameritrade, specializing in Private Client Services, and has a background in financial services and banking.
Current Position at TD Ameritrade
Jordan Ackerman is currently serving as the Senior Account Manager for Private Client Services at TD Ameritrade. Based in Omaha, Nebraska, he has been with the company since 2020. In this role, Jordan is responsible for managing portfolios and providing personalized financial advice to high-net-worth clients, ensuring their financial goals and objectives are met. His expertise in customer service and financial products plays a crucial role in building and maintaining client relationships.
Previous Roles at TD Ameritrade
Before becoming a Senior Account Manager, Jordan Ackerman worked in various capacities at TD Ameritrade. He started as a Financial Services Trainee from 2019 to 2020, gaining foundational experience in the financial sector for a duration of 5 months. Following this, he advanced to the position of Financial Services Representative, a role he held for 4 months in 2020. In these roles, Jordan honed his skills in financial planning, investment strategies, and customer service.
Experience at West Gate Bank
Jordan Ackerman has accumulated significant experience at West Gate Bank in various roles. He worked as a Mortgage Loan Specialist in 2019 for 7 months in Lincoln, Nebraska, and currently holds the same position. Previously, he served as a Bank Teller from 2018 to 2019 for 6 months. These roles provided Jordan with insights into mortgage lending, customer transactions, and overall banking operations, enhancing his financial expertise.
Educational Background
Jordan Ackerman graduated from the University of Nebraska-Lincoln with a Bachelor of Business Administration (BBA), specializing in Business Administration and Finance. He attended the university from 2013 to 2018, where he developed a strong foundation in business principles, financial analysis, and management skills. Prior to his university education, Jordan attended Lincoln Southeast High School.
Work Experience at Primerica and Worlds Foremost Bank
Jordan Ackerman also gained experience working at Primerica as an Independent Contractor from 2017 to 2018 for 10 months and at Worlds Foremost Bank (Cabela's) as a Customer Care Representative II from 2016 to 2017 for 6 months. In these roles, he was responsible for customer service, financial products, and client relations, further strengthening his skills and expertise in the financial services industry.