MANAGER
CONSULTING
Vanessa I. Jourdan
1826 North Loop 1604 West, Suite 260
San Antonio, TX 78248
vanessa.jourdan@swm.hmidev.net
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T: 210.402.7200
F: 210.490.4669
- Over 15 years of experience offering wealth planning advice to ultra-high net worth families
- Formerly with Ernst & Young and the Wealth Management Group in the trust division of a national bank
- Bachelor of Business Administration in Accounting from the University of Puerto Rico
- Masters of Business Administration of Science in Finance and Economics from the Interamerican University.
- Licensed Certified Public Accountant
- FINRA licensed – Series 7