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Jordan Heath

Jordan Heath

Assistant

Caruso McLean Investment Advisors

Utica, Other

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Caruso McLean Investment Advisors

Assistant

Investment Advisors Specializing in Custom Financial Portfolios for Professionals, Executives, & Charitable Institutions.
Royal Alliance Associates, Inc.

- Website management & communications
- Client relations including but not limited to: meeting management, establishing new accounts, maintaining existing accounts, banking, conducting requested distributions, maintaining and updating compliance
- Office management
- Apprenticeship of brokerage responsibilities
- Intern management


Currently studying for Series 7 & Series 63 Securities Trading

Career medium 02
Career
Career medium 03

Tesla Motors

Assistant Store Manager

Started as Product Specialist. Quickly promoted in September 2012 to role of Assistant Store Manager. As ASM I completed the tasks of a Product Specialist while adding the responsibilities of:

-Training, leading, and overseeing team of Product Specialists and assisting them in finding best practices to bring electric vehicles to the public
-Assisted in new store openings/new staff training
-Responsible for driving sales through following up with customers and leads
-Conducted test drives
-Delivered vehicles to customers both out of stores/service centers & at their homes
-Completed and processed DMV, insurance & financing paperwork
-Set up and executed marketing and events for Tesla Westchester
-Managed office and merchandise inventory
-Represented Tesla at the Detroit Autoshow (NAIAS)
-Educated many new markets about Tesla and the electric car industry
-Provide high quality customer service to the existing Tesla owner community, reservation holders, and potential Tesla owners.

Sales techniques resulted in hundreds of reservations of Model S and many
Model X/Model X Signature.
Resulted in CPO Roadster sales

Career

Herkimer Area Resource Center

Direct Support Professional

Direct Support Professional in a residential setting for persons with mental and developmental disabilities.

• Approved Medication Administration Personnel
• Daily shifts include: book keeping; household cleaning; cooking; indoor recreation; community outings; bathing/hygiene assistance
• Continuously work with consumers (residents) to gain personal independence

Career medium 01
Career
Career medium 06

American Red Cross in Greater New York

Public Relations and Outreach Coordinator, Service Programs

Employed as part-time AmeriCorps member

• Planned events; managed and trained volunteers; completed casework; completed clerical work; coordinated and attended AmeriCorps Team events
• Worked with Holocaust Survivors, refugees, immigrants, and displaced persons in order to reunite them with their families and obtain information on the fate of their loved ones
• Presented Service to the Armed Forces information to service members and their families
• Volunteered at Fleet Week at the Intrepid to deliver information on emergency preparedness and the Service to the Armed Forces program
• Trained in Staffing Operations to coordinate volunteers for shelters and deployment in the event of an emergency
• Responded to fires in New York City; assisted in shelters and reception centers

Career

Manhattan College

BA, Public Relations, Peace Studies, History

Herkimer High School

Advanced Regents Diploma, General Studies