Joshua Jordan, CFA in

Joshua Jordan, CFA

Login to view DISC.
Multi-Asset and Derivatives Investment Strategist at Wells Fargo Balance Sheet and Interest Rate Risk Management
📍 San Francisco, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
12 Years
Current Role
Multi-Asset and Derivatives Investment Strategist
Job Level
Junior
Location
San Francisco, California, United States
Personality Overview

How Joshua shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Joshua cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

6-2022
Multi-Asset and Derivatives Investment Strategist
Wells Fargo Balance Sheet and Interest Rate Risk Management
5-2018 - 5-2022
MBS Investment Strategist
Wells Fargo Investment Portfolio
7-2017 - 5-2018
Macro Investment Strategist
Wells Fargo Investment Portfolio
6-2016 - 7-2017
Chief Operating Officer
Wells Fargo Principal Investments
10-2015 - 6-2016
Portfolio Analyst - Structured Products
Wells Fargo Principal Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2010 - 2014
Bachelor of Science (B.S.)
University of Oregon Lundquist College of Business
2006 - 2010
Education details unavailable
Tualatin High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Anthony Rotella
Anthony Rotella
Roving Personal Banker
Wells Fargo
 Drayton Martin
Drayton Martin
SVP, Brand Building at Panera Bread
Panera Bread
 Cesare Morisi
Cesare Morisi
VP Business Development/Branch Manager
FVCbank
 Rod Greenshields, CFA
Rod Greenshields, CFA
Sr. Vice President | Alternative Investments Director | Sr. Portfolio Manager | Financial Advisor
Morgan Stanley
Unlock the full playbookSee exactly how to sell to Joshua. Free, 10 seconds.