Jordan Cullens

Jordan Cullens has extensive experience in investment oversight and financial analysis, currently serving as a Manager of Investment Oversight at Fidelity Charitable since April 2019. Jordan supports the implementation of investment guidelines for the largest Donor Advised Fund in the U.S. Previously, Jordan held various roles at First Citizens Bank, including Wealth Financial & Systems Analyst, where responsibilities involved supporting executive management reporting and analytics. Additional roles at First Citizens Bank included Financial Operations Specialist and Broker Services Operations Specialist, focusing on systems development, automation, and operational management. Earlier career experiences include working as a Universal Banker at First Tennessee Bank and as a Trading Assistant at Capital Investment Companies. Jordan began a professional journey with Carolina ATM Inc, specializing in sales and service. Jordan holds a BBA in Trust and Wealth Management from Campbell University.