Jordan Maly has a Bachelor's Degree in Finance from Monmouth University. At Simon Quick Advisors, LLC, they have held roles as an Associate, Analyst, and Client Service Administrator. Prior to this, at Summit Financial, LLC, they were an Analyst and Intern, while also working as the mascot for Monmouth University at sporting events. Additionally, they completed an internship at Adeptus Partners, LLC, where they assisted in filing tax returns for various clients.
January, 2024 - present
May, 2022
April, 2020