Jordan Winick has been a trusted advisor to financial institutions nationwide since joining BCC in 2021, specializing in Bank Owned Life Insurance (BOLI) and Non-Qualified Benefit Plans. A Certified Public Accountant (CPA), Jordan began his career in PwC’s Audit Department before advancing to Griffin Financial Group, a boutique investment bank. At Griffin, he worked closely with senior leadership teams at community banks, focusing on mergers and acquisitions (M&A) and capital market solutions.

With deep expertise in the banking industry and a strong financial acumen, Jordan plays a key role in designing and implementing customized BOLI and Executive/Board Benefit programs that align with his clients’ strategic goals. He also holds Series 6, 7, and 63 licenses through FINRA, underscoring his commitment to delivering exceptional guidance in a complex financial landscape.