Jordan Gray
Los Angeles
Summary
Client-focused professional transitioning into financial services with a strong background in communication, relationship-building, and operational problem-solving across both education and small-business environments. Brings 8+ years of experience supporting diverse clients, managing high-volume interactions, resolving issues, and delivering clear, trustworthy guidance. Proven ability to assess needs, provide personalized support, master new financial concepts quickly, and adopt new technologies. Seeking to bring exceptional interpersonal skills, attention to detail, and a service-oriented mindset to a Financial Representative role at Fidelity while pursuing Series 7 and 63 licensing.
Overview
5
5
years of professional experience
Work History
Co-Founder & Operations Lead
Tavus Foods
01.2022 - 12.2025
- Co-founded a consumer packaged goods brand, driving operations from inception to market entry.
- Created over 20+ SOPs, checklists, and workflow documents to support production, quality control, and communication.
- Handled high-volume client and vendor communication, ensuring clear expectations, timely follow-up, and positive relationship management.
- Managed business financials including budgeting, cost tracking, invoicing, forecasting, and analyzing product performance to guide decision-making.
- Created documentation, training materials, and process guides while adopting new technology tools for inventory, communication, and workflow tracking.
- Developed strong problem-solving habits by troubleshooting operational issues, addressing customer concerns, and implementing solutions quickly and professionally.
6th Grade Social Studies Teacher & Department/Grade-Level Chair
KIPP San Francisco Bay Academy
07.2024 - 06.2025
- Served as the primary point of contact for 200+ staff and families, delivering clear communication and building trust-based relationships.
- Assessed student and family needs daily, identifying opportunities to provide support and improve their experience.
- Drove performance for a Social Studies team that earned the #2 achievement ranking across the Northern California region.
- Led cross-team initiatives requiring coordination, organization, and prioritization of multiple tasks.
- Trained staff on new systems and tools while supporting troubleshooting and smooth adoption.
8th Grade Social Studies Teacher
KIPP San Francisco Bay Academy
07.2020 - 06.2024
- Strengthened relationships with hundreds of students and families by providing consistent communication and reliable support.
- Analyzed performance data to identify trends and tailor interventions, leading my class to be ranked the #1-performing Social Studies class in the Northern California region on three separate occasions.
- Supported the adoption of new digital tools, assisting colleagues with troubleshooting and technology questions.
- Maintained accurate records, documentation, and communication logs with exceptional attention to detail.
- Collaborated with a team of educators to align priorities, deliver excellent service, and support organizational goals.
Education
Master of Arts - Education
University of The Pacific
Stockton, CA01-2020
Bachelor of Arts - History
CSU Long Beach
Long Beach, CA01-2014
CELTA (Certificate in Teaching English To Adults) -
ILA
Ho Chi Minh City01-2014
Skills
- Exceptional Client Communication
- Relationship-Building & Customer Service
- Needs Assessment & Problem Solving
- High Attention to Detail
- Organizational & Multi-Tasking Strength
- Ability to Learn Financial Concepts Quickly
Timeline
6th Grade Social Studies Teacher & Department/Grade-Level Chair
KIPP San Francisco Bay Academy
07.2024 - 06.2025
Co-Founder & Operations Lead
Tavus Foods
01.2022 - 12.2025
8th Grade Social Studies Teacher
KIPP San Francisco Bay Academy
07.2020 - 06.2024
Master of Arts - Education
University of The Pacific
Bachelor of Arts - History
CSU Long Beach
CELTA (Certificate in Teaching English To Adults) -
ILA