Parametric
James Jordan is a seasoned professional with extensive experience in client relations, account management, and operational oversight across various industries. Currently serving as a Client Relations Representative at Parametric since June 2023, James previously held roles including Account Executive at Madison Tax Group and Associate Private Client Financial Advisor at Wells Fargo Advisors. Having directed front of house operations for large-scale events at Etiquette Management Group LLC., James demonstrated strong leadership by managing teams and engaging in strategic planning. At Cintas, James excelled as a Service Manager, overseeing service processes and fostering employee development while exceeding revenue targets, and also held positions ranging from Sales Representative to Management Trainee. James’s early career includes internships at Oracle and DeRoyal, supplemented by a Bachelor of Arts in Psychology from the College of the Holy Cross.
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Parametric
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Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.