Robert Jordan is a seasoned financial professional with extensive experience in client services and banking operations. Currently serving as a Client Services Associate at Allocate since September 2025, Robert previously held various positions including Banking & Operations Associate at Webull Financial and Relationship Manager at KORE Private Wealth. Prior roles also include Private Client Banker II at JPMorgan Chase & Co. and Fraud Associate at Bank of America Merrill Lynch. Robert began a career in finance as a Bank Teller at Bank Rhode Island. Educated at Johnson & Wales University with a Bachelor's degree in Accounting, Robert is currently furthering education at New York University.
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