Jordan Bernstein

Jordan Bernstein is currently the Head of Development Strategy & Operations at Mint House. Prior to this, Jordan was a Management Consultant - Capital Management Senior Associate at RSM US LLP from August 2019 to June 2022. Before that, Jordan was a Global Wealth & Investment Management Summer Analyst at Bank of America Merrill Lynch from June 2018 to August 2018 where they assisted top wealth advisors with financial planning and researching specific securities and firm-built strategies for client portfolios. Additionally, they analyzed and organized over $1.37B of advisory asset data based upon set criteria and equations and executed business development assignments to expand advisory business by more than $300,000. Prior to Bank of America Merrill Lynch, Jordan was a Private Equity Consulting Summer Analyst at Forsyth Advisors from June 2017 to August 2017 where they identified cost reduction opportunities for private equity backed companies to increase EBITDA. Jordan also organized $40M of spend data to identify areas for cost improvements for a furniture manufacturer and uncovered over $140,000 in annual EBITDA improvements across four separate commodities.

Jordan Bernstein completed their Bachelor of Science in Business Administration at the University of Missouri-Columbia. They also completed a Spring 2018 Semester Study Abroad at the University of Westminster. In addition, Jordan holds certifications from LinkedIn in Assessing Digital Maturity, Business Analysis Foundations, Business Analytics Foundations: Predictive, Prescriptive, and Experimental Analytics, Creating a Culture of Strategy Execution, Crisis Communication, Delivering Results Effectively, Effectively Leading Digital Transformation, Finance Foundations, Lean Six Sigma Foundations, Mergers & Acquisitions, Strategic Human Resources, and Supply Chain Foundations.

Some of their coworkers include Elizabeth Herzberg - SVP, Development East & Strategic Partnerships. Jordan Bernstein reports to Paul Sacco, Chief Development Officer.