Jo L. Email & Phone Number
Portfolio Design Specialist @ BlackRock
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Jo L. Location
- United States
Jo L. Work
- 2025 -now Portfolio Design Specialist @
- 2024 -2025 Investment Specialist – U.S. Equity @
- 2022 -2025 Investment Specialist | Internal Client Advisor @
- 2020 -2021 Private Client Associate | Team Lead @
- 2020 -2021 Private Client Associate – Team Lead @
- 2018 -2020 Senior Associate @
- 2014 -2015 Assistant Database Administrator @
- 2014 -2014 E-Commerce Merchandising Intern @
- 2022 -2024 Internal Client Advisor @
Jo L. Education
- Yale School of Management
Certification (CIMA®)
2026 - New York University
Bachelor’s Degree (Economics)
2013-2017
Jo L. Skills
- Trello
- PowerPoint
- Social Media
- Student Recruiting
- Reporting and Analysis
- Teaching
- Event Planning
- Data Analysis
- Business Development
- Data Analytics
- Communication
- English
- Competitive Analysis
- Page Layout
- Adobe Photoshop
- FileMaker
- Competitive Intelligence
- Microsoft Office
- Programming
- Microsoft Word
- Java
- SQLite
- Microsoft Excel
- Presentation Design
- Marketing
- Event Management
- Editing
- Time Management
- Customer Service
- Social Media Marketing
- Python
- Teamwork
- Design
- Analytical Skills
- Public Relations
- Research
- Hootsuite
- Adobe Creative Suite
- Presentations
- MySQL
- InDesign
- Asana
- Publicity
- Databases
Jo L. Summary
- Jo L., based in United States, is currently a Portfolio Design Specialist at BlackRock. Jo L. brings experience from previous roles at J.P. Morgan Asset Management and Bernstein Private Wealth Management. Jo L. holds a Certification in CIMA® @ Yale School of Management. With a robust skill set that includes Trello, PowerPoint, Social Media, Student Recruiting, Reporting and Analysis and more. Jo L. has 3 emails on RocketReach.
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