Heather Jordan

Heather Jordan, CFP®, MBA, serves as the Managing Director at Emerj360, a division of Trust Point Inc., since January 2021. Prior to this role, Heather held positions such as Regional Account Executive at Trust Point Inc. and Business Development Banker at Tri City National Bank, where responsibilities included managing lead generation, increasing loans and deposits, and analyzing financial statements. Educational background includes a Certified Financial Planner designation from Kaplan University, an MBA in Management from the University of Wisconsin-Whitewater, and a Bachelor's Degree in Management and Psychology from the same institution. Additional experience encompasses various roles at McDonald's Corporation and the University of Wisconsin-Whitewater, contributing to operational efficiency, event planning, and student engagement initiatives.