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Jordan D. Blaker, CFA, CFP®, currently serves as a Trust Portfolio Manager at Sandy Spring Bank, where responsibilities include managing customized investment portfolios for over 100 individual and trust client relationships and leading development initiatives in VBA and Python for internal database administration. Prior experience includes roles as an Associate Financial Consultant at Charles Schwab, focusing on client relationship management and financial planning, Investment Consultant at Scottrade, where client investment objectives were determined, and Registered Associate at Shapiro Financial Advisors, conducting financial modeling and performance analysis. Early career experience involved advising clients on retirement and portfolio strategies at AXA Advisors. Jordan holds a BA in Economics from the University of Maryland and completed the Online Executive CFP® Certification Program at New York University.