Jordan Siemon possesses extensive experience in financial analysis, project management, and client relationship development. Key roles include Analyst at Tesinc, LLC where Jordan developed Excel-based reporting solutions and performed gap analysis, and Financial Planning Manager at Commonwealth Bank, leading a team and implementing KPI tracking systems. Further expertise includes Salesforce Consultant at Fluent Group, focusing on client reporting requirements and Salesforce automation, as well as Customer Success Manager at Salesforce. Jordan has also held positions such as Office Manager at Law offices of Shan Potts and Paraplanner at RetireInvest, demonstrating a strong foundation in financial services. Educational qualifications include a Bachelor of Commerce degree from Griffith University, specializing in Banking and Finance/Economics, complemented by leadership experience as Chairman of the Finance and Governance Committee at Swimming WA.
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