Jordan Travis Mba, Fpqp®

Jordan Travis, MBA, FPQP®, currently serves as a Senior Client Service Associate at Coldstream Wealth Management since December 2021, following a role as Client Service Associate. Prior experience includes serving as a Financial Advisor Assistant at Balcom Investments, Inc. from October 2020 to December 2021, and as a Sales Associate at Trueform.io from December 2017 to September 2020. Jordan also gained experience as a Real Estate Intern at Windermere Real Estate in June and July 2019. Educational qualifications include a Master of Business Administration (MBA) in Business Administration and Management from Northwest University, completed in 2021, and a Bachelor of Business Administration (BBA) in Business Administration and Management along with a Bachelor's degree in General Sales, Merchandising and Related Marketing Operations from Northwest University, earned in 2020.