WebJordan’s main duties with InvesTrust include the fiduciary account administration of trusts, estates, investment accounts and IRA’s. She applies her education and experience to manage accounts in accordance with trust documents, applicable legal requirements and company compliance guidelines. WebInvestments; Trust and Trustee; IRAs; Gift and Charitable; Estate Planning; Presentations; Tools & Resources. Financial Knowledge; Retirement Central; Approaches to Giving; Blog; …
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WebOct 29, 2024 · Innovest Systems, LLC is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals. Innovest's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to ... WebHe holds a B.S. in Actuarial Science and Statistics from Purdue University. He has been a CFA charterholder since 2014, and is currently an officer of the CFA Society Oklahoma. Click here for more information regarding professional designation … painting small rooms
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