Jordan O. Smith has diverse work experience spanning several industries. Jordan O. currently holds the role of Chief Compliance Officer at Healthcare Reporting. Prior to this, they served as Chief Compliance Officer at Self Insured Reporting. In addition, they held the position of Practice Leader, Partner at Self Insured Reporting.
Before their role at Self Insured Reporting, Smith worked as a Partner at Triune Private Capital from 2015 to 2021. Jordan O. also served as Chief Operating Officer at Willson Jones Carter & Baxley, P.A. where they oversaw various aspects of the firm's operations.
Smith's earlier experience includes roles as Chief Operating Officer and Principal ACA Consultant at Sky Insurance Technologies, and as Customer Service Director & Account Executive at the same company. Jordan O. also worked as Coordinator of Civic Engagement & Orientation at Coastal Carolina University and as a Classroom Assistant Volunteer at Footsteps Academy.
Prior to these roles, Smith gained experience as an Intern & Special Projects Coordinator at Spartanburg Youth Council and held multiple roles at Wofford College, including Co-Chair of Student Staff, Ambassador Coordinator- PR & Recruitment, and Student Worker in the Student Affairs Office.
Smith's extensive work experience reflects their expertise in compliance, operations, and leadership roles across various industries.
Jordan O. Smith attended James F. Byrnes High School from 2005 to 2009 and received a High School Diploma. From 2009 to 2013, Jordan attended Wofford College, where they obtained a Bachelor of Arts (B.A.) degree in Sociology and also completed a minor in Economics.
February, 2023 - present
October, 2021
August, 2017
Chief Compliance Officer & Fund Counsel & Managing Director at Kennedy Lewis Investment Management
General Counsel & Chief Compliance Officer at PlanSource
Chief Financial Officer & Chief Compliance Officer at Prelude Growth Partners
Chief Compliance Officer, First Eagle Alternative Credit, LLC & First Eagle Private Credit Fund at First Eagle Investments
Chief Compliance Officer at SustVest (Formerly SolarGridX)
Access the worlds's biggest network of public org charts
Learn more