Jordan Baron, Apma™
About Jordan Baron, Apma™
Jordan Baron is a Director and Senior Wealth Strategy Associate at UBS, where he has worked since 2015. He has extensive experience in the finance sector, having held positions at Barclays, Deutsche Bank, and Lehman Brothers.
Current Role at UBS
Jordan Baron serves as the Director and Senior Wealth Strategy Associate at UBS. He has been in this position since 2015, contributing to wealth management strategies in New York, New York. His role involves developing tailored financial strategies for clients, leveraging his extensive background in finance and investment management.
Previous Experience at Barclays Capital
Before joining UBS, Jordan Baron worked at Barclays Capital as an Operations Analyst for six months in 2008. His responsibilities included supporting operational processes and enhancing efficiency within the organization. This experience laid the groundwork for his subsequent roles in the financial sector.
Professional Background at Deutsche Bank
Jordan Baron began his career in finance as an Intern at Deutsche Bank in 2006. During his two-month internship in the Greater New York City Area, he gained foundational knowledge and exposure to the banking industry, which informed his future career decisions.
Experience at Barclays Wealth and Investment Management
Jordan Baron held the position of Assistant Vice President at Barclays Wealth and Investment Management from 2014 to 2015. In this role, he focused on wealth management solutions and client relationship management, further enhancing his expertise in financial services.
Educational Background in Finance
Jordan Baron studied at the University of Florida, where he earned a Bachelor of Science degree in Finance from 2003 to 2007. His academic background provided him with a solid foundation in financial principles, which he has applied throughout his career in various financial institutions.