Nancy Jordan
People lose their way when they lose their why. - Michael and Gail Hyatt
Nancy Jordan
BACKGROUND
- Executive Leadership
- Operations, Risk Management, and Finance
- Financial Services and Insurance Industry
- Fort Wayne Community Leadership
SPECIALTIES
- Strategy and Strategic Development
- Process Optimization and Operational Effectiveness
- Risk Management and Auditing
- Organizational Leadership
INDUSTRY EXPERIENCE
- Financial Services
- Insurance Operations
- Not-For-Profit and Foundations
- Government and Economic Development Finance
EDUCATION
Indiana-Purdue Fort Wayne
– Bachelors of Business Administration and Accounting
PROFESSIONAL EXPERIENCE
- Identification of ROI opportunities, prioritization, and ensuring alignment to strategy and goals.
- Effective development of problem statements, project plans, and key performance indicators, in addition to implementation assistance and organizational readiness strategical support.
- Responsibility for all aspects of individual annuity service including new business, in force service, customer and advisor call center, training, QA, Broker Dealer relationship management, project management, and IT business analysis.
- Provided overall leadership and relationship management for key broker dealers and industry executives.
- Managed staff of 475 professionals, budget of $23M, $12B annually in new deposits, 1M in force contracts with average assets of $130B, and 1.2 customer calls.
- Received industry OMR #1 Carrier Annuity Operation award and Benchmark Portal #1 Midsize Contact Center recognition.
- Served as Fort Wayne location Key City Lead responsible for site coordination, crisis management, and held board position on The Indiana State Museum, and Historic Sites, Greater Ft. Wayne Inc and the New Indiana Regional Partnership. Served on Downtown Development and Riverfront Development Committees.
- Senior member of industry client advisory boards for DTCC, DST, CSC, and IRI.
- Initiated collaboration between City, County, and Business to achieve nationally recognized game changers such as The Ash Skyline Plaza, Riverfront Transformation, and Rural East Allen Revival.
Nancy Jordan
People lose their way when they lose their why. - Michael and Gail Hyatt
When Nancy walked through the door at Bulldog she brought years full of accolades with her. From her time as an SVP at Lincoln Financial Group to her engagement on Indiana Governor Holcomb’s Next Level Teacher Compensation Commission, she has worked as a leader in finance, human resources, reinsurance administration and internal auditing; all of which were accompanied by community involvement ranging from a board position at Greater Fort Wayne, Inc. and her role as president of the Allen County-Fort Wayne Capital Improvement Board. Her achievements are worthy of acknowledgement and she isn’t close to done yet.
FUN FACTS
Fun Fact:
I have two mascots: Earl, an olde English Bulldogge and Valentine, an American Bulldog.
Favorite Hobby:
Enjoying our 1800’s log cabin on 40 acres.
