Jordan Perelle is a Partner and Senior Wealth Management Advisor at OpenArc Corporate Advisory. She specializes in corporate retirement and benefit plans, equity compensation strategies, and comprehensive wealth planning for executives and their families. With a client-centered approach, Jordan ...more

Jordan Perelle is a Partner and Senior Wealth Management Advisor at OpenArc Corporate Advisory. She specializes in corporate retirement and benefit plans, equity compensation strategies, and comprehensive wealth planning for executives and their families. With a client-centered approach, Jordan helps individuals navigate complex financial decisions and align their strategies with both short- and long-term goals. Prior to joining OpenArc, Jordan was a member of the Global Corporate & Institutional Advisory Services (GCIAS) team at Merrill Lynch, where she focused on delivering financial guidance and benefit education to corporate clients and their employees. She joined the team in 2013 following four years leading large sales and marketing teams in the banking industry, and brings over 20 years of experience in financial services, sales strategy, and marketing across both nonprofit and corporate sectors. Jordan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation.less