Thomas Jordan of SWBC is a member of XPX San Antonio.

Thomas Jordan

Executive Benefits and Business Planning Advisor

San Antonio, Texas

Professional Profile

Call Me When

Call Me When...

Contact Method

Email

Profession

  • Consultant
  • Insurance
  • Wealth Planner
  • Professional Certifications

    CLU, MSFS

    Functional Expertise

  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Capital markets
  • Cash management
  • Compensation
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Leadership Development
  • Management succession
  • Marketing
  • Organizational development
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • SEC
  • Strategic planning
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    SWBC

    Transition Planning Certification

    Client Industries

  • Business Services
  • Financial Services
  • Client Results

    Membership

    San Antonio Sponsor

    Member Since

    2 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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