ABOUT US
Speakers
Speakers
Robert M. Jordan, CPA, PFS
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314.290.3221
Bob Jordan is a Partner in RubinBrown’s Tax Consulting, Wealth Management, and Media and Entertainment Services Groups. He provides financial and investment management consulting services to clients of the firm. He is the former Partner-in-Charge of the personal financial planning practice of the St. Louis office of a Big Four firm. His experience includes more than 30 years of working closely with high net worth individuals, closely held businesses and owners, and company executives.
Education
- Personal Financial Specialist License
- B.S.B.A., - Accounting, University of Missouri - Columbia
Professional Organizations
- Member, American Institute of Certified Public Accountants
- Member, Missouri Society of Certified Public Accountants
- Member, Estate Planning Council of St. Louis
Community Involvement
- Treasurer, SSM St. Mary’s Health Center Foundation
- Board Member, SSM St. Mary’s Health Center Foundation
- Past Board Member, St. Louis Alzheimer’s Association
- Planned giving committee member of other charitable organizations
Events and Seminars
| Microsoft Dynamics Inventory Control Module (St. Louis) Mon Jun 18 @ 8:30AM - 05:00PM |
| Cloud Insight Series: Navigating The Roadmap (St. Louis) Tue Jun 19 @ 8:00AM - 10:00AM |
| Microsoft Dynamics Sales Order Processing Module (St. Louis) Tue Jun 19 @ 8:30AM - 05:00PM |
| Microsoft Dynamics Purchase Order Processing Module (St. Louis) Wed Jun 20 |



