Jorge Kuri Email & Phone Number
Hybrid Preferred Securities Trader @ Janney Montgomery Scott LLC
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Jorge Kuri Location
- Philadelphia, PA, US
Jorge Kuri Work
- Hybrid Preferred Securities Trader @ (July 2023 - Present)
- Jr. Portfolio Manager @ (November 2022 - July 2023)
- Fixed Income Portfolio Consultant @ (January 2021 - November 2022)
- Investment Associate @ (June 2019 - January 2021)
- Investment Analyst @ (April 2018 - June 2019)
- Financial Advisor @ (January 2018 - April 2018)
Jorge Kuri Education
- Drexel University's LeBow College of Business
Master of Business Administration - MBA
2024-2025 - Drexel University
Bachelor of Science (B.S.) (Business & Engineering, Finance, Operations & Supply Chain Management)
2012-2017
Jorge Kuri Skills
- Asset Allocation
- Asset Management
- AutoCAD
- Business Development
- Client Education
- Creo Parametric
- Customer Service
- Data Analysis
- Data Mining
- Data Science
- Digital Marketing
- Engineering
- English
- Equity Valuation
- FactSet
- Financial Accounting
- Financial Advisory Services
- Financial Consulting
- Financial Modeling
- Financial Planning
- HTML
- Investment Advisory Services
- Investment Management
- Investment Strategies
- MATLAB
- Marketing
- Microsoft Office
- Morningstar
- Mutual Fund Strategies
- Portfolio Management
- Project Management
- Public Speaking
- Python
- QuickBooks
- R
- Research
- Risk Management
- SQL
- Social Media
- Social Media Marketing
- Spanish
- Teamwork
- Wealth Management
- Zephyr
- Finance
- International Business
- Series 24
- Business Management
- Series 65
- Investments
- Business Planning
- Microsoft PowerPoint
- Fundamental Analysis
- Microsoft Excel
- Time Management
- Asset Allocation Strategies
- Microsoft Word
- Management
- Accounting
- Team Leadership
- Life and Health Insurance Licenses
- Supply Chain Optimization
- Strategic Planning
- Supply Chain Management
- Technical Analysis
- Writing
- Operations Management
- Trading
- Series 63
- New Business Development
- Event Planning
- DCF Valuation
- Investment Planning
- Financial Advisory
- Business Valuation
- Stock Picking
- Series 7
- Corporate Finance
- Programming
- Valuation
- Leadership
- Community Outreach
- Investment Valuation
- Stock Market
- Financial Reporting
- Business Analysis
- Statistics
- Social Networking
- Financial Analysis
- Stock Trading
- Company Valuation
Jorge Kuri Summary
- Jorge Kuri, based in Philadelphia, PA, US, is currently a Hybrid Preferred Securities Trader at Janney Montgomery Scott LLC. Jorge Kuri brings experience from previous roles at SEI, Janney Montgomery Scott LLC and AXA Advisors, LLC. Jorge Kuri holds a 2024 - 2025 Master of Business Administration - MBA @ Drexel University's LeBow College of Business. With a robust skill set that includes Asset Allocation, Asset Management, AutoCAD, Business Development, Client Education and more. Jorge Kuri has 3 emails and 1 mobile phone numbers on RocketReach.
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