Jordan Winick is a Vice President in Griffin’s Financial Institutions Group. He advises banks and thrifts on buy-side and sell-side M&A transactions, capital offerings (sizing, timing, pricing) and branch purchases/sales.

In addition to transactional work, Jordan works closely with management teams and boards of directors providing advisory and expertise on industry themes and trends, presenting at shareholder meetings, participating in board educational sessions as an industry expert, and facilitating board and management strategic planning sessions. Jordan represents Griffin at conferences with national and regional industry groups, national and regional accounting and advisory practices, discussing the state of banking, the M&A environment and capital-related topics.

Prior to joining Griffin, Jordan gained five years of experience in the financial industry, including four years with PwC working as a Senior Associate in the Audit and Transaction Services practices. He also worked as a Portfolio Analyst at SEI Investments.

Education

  • The Pennsylvania State University, B.S., Finance

 

Licensing

  • FINRA Series 7, 63 and 79 licenses
  • Certified public Accountant
Jordan Winick
Industries
  • Depository Institutions
Jordan S. Winick, CPA
  • Vice President
  • Email: jordan.winick@griffinfingroup.com

Jordan Winick is a Vice President in Griffin’s Financial Institutions Group. He advises banks and thrifts on buy-side and sell-side M&A transactions, capital offerings (sizing, timing, pricing) and branch purchases/sales.

In addition to transactional work, Jordan works closely with management teams and boards of directors providing advisory and expertise on industry themes and trends, presenting at shareholder meetings, participating in board educational sessions as an industry expert, and facilitating board and management strategic planning sessions. Jordan represents Griffin at conferences with national and regional industry groups, national and regional accounting and advisory practices, discussing the state of banking, the M&A environment and capital-related topics.

Prior to joining Griffin, Jordan gained five years of experience in the financial industry, including four years with PwC working as a Senior Associate in the Audit and Transaction Services practices. He also worked as a Portfolio Analyst at SEI Investments.

Education

  • The Pennsylvania State University, B.S., Finance

 

Licensing

  • FINRA Series 7, 63 and 79 licenses
  • Certified public Accountant
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