Bachelor's Degree (Bachelor of Business Administration in Finance.)
2010
-
2014
Jorge Skills
Brokerage
Communication
Fixed-Income Investing
Client Relations
Private Wealth Management
Wealth Management Services
FINRA
PowerPoint
Outlook
Time Management
Microsoft Office
Microsoft Excel
Microsoft Word
C
English
Social Networking
Financial Analysis
Sales
Customer Service
Spanish
Inventory Management
Teamwork
Data Entry
Retail
Negotiation
Accounting
Finance
Logistics
Coaching
Spreadsheets
Leadership
Team Leadership
Banking
Analysis
Strategic Planning
Series 7
Energy
Boundaries
Jorge Summary
Jorge, based in Miami, FL, US, is currently a Vice President Portfolio Advisor at Banco Sabadell, Miami Branch. Jorge brings experience from previous roles at Amerant and FIU Student Management Investment Fund. Jorge holds a 2010 - 2014 Bachelor's Degree in Bachelor of Business Administration in Finance. @ Florida International University. With a robust skill set that includes Brokerage, Communication, Fixed-Income Investing, Client Relations, Private Wealth Management and more. Jorge has 2 emails and 5 mobile phone numbers on RocketReach.
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