Jordan Thomas, FLMI, ACS has a wealth of experience in the financial and customer service industries. From 2019 to present, they have worked as a Trust Associate and Customer Operations Senior Representative at Securian Financial. In this role, they lead work direction and specializes in Long-Term Care product lines for Individual Life New Business. Jordan also regularly collaborates with a variety of internal and external stakeholders to drive process improvement. Prior to this, they were an Accounting Manager & Benefit Administrator at Thomas Service Company Inc. from 2013 to 2017, where they were responsible for all accounting processes and account reconciliation for five corporations. From 2017 to 2019, they were a Member Account Representative III at Royal Credit Union, where they opened and provided maintenance on personal, business and trust accounts. From 2011 to 2013, they were an Inside Sales at Monrovia Growers, where they generated over 1.4 million in annual sales with Retailers, Rewholesalers & Growers. Finally, from 2002 to 2007, they were a Nursery Supervisor at Gertens, where they supervised a 40,000 square foot retail store and three departments. Jordan also worked as an ALC Facilitator at YMCA Camp Ihduhapi from 2007 to 2011, where they trained fellow facilitators on safety and strategies for running groups of up to 20 people on 50 foot high ropes courses.
Jordan Thomas has an educational background that includes a Bachelor of Science in Business Administration and German from the University of Wisconsin-River Falls, which they obtained in 2009. Jordan also attended Simley Senior High School from 2001 to 2005. Jordan has also obtained several certifications, including Commercial Aircraft Pilot from the Federal Aviation Administration in December 2022, Private Aircraft Pilot from the Federal Aviation Administration in November 2021, Fellow, Life Management Institute (FLMI) from LOMA in January 2021, Associate, Customer Service (ACS) from LOMA in January 2020, Associate, Life Management Institute (ALMI) from LOMA in August 2019, and Accredited Tax Preparer (ATP) from the Accreditation Council for Accountancy and Taxation (ACAT).
Sign up to view 0 direct reports
Get started