Jo L. Email & Phone Number
Portfolio Design Specialist @ BlackRock
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Jo L. Location
- United States
Jo L. Work
- Portfolio Design Specialist @ (December 2025 - Present)
- Investment Specialist | Internal Client Advisor @ (March 2022 - November 2025)
- Investment Specialist – U.S. Equity @ (November 2024 - November 2025)
- Private Client Associate | Team Lead @ (May 2020 - September 2021)
- Senior Associate @ (January 2018 - May 2020)
- Assistant Database Administrator @ (October 2014 - May 2015)
- Private Client Associate – Team Lead @ (May 2020 - September 2021)
- E-Commerce Merchandising Intern @ (September 2014 - December 2014)
- Internal Client Advisor @ (March 2022 - November 2024)
Jo L. Education
- Yale School of Management
Certification (CIMA®)
2026-2026 - 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, Bernstein Private Wealth Management and CIBC Private Wealth US. Jo L. holds a 2026 - 2026 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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