Jose Baez's Location
Miami, FL, US
Jose Baez's Work
- Asset Management @ J P Morgan Securities
- Senior Director- Investments @ Oppenheimer & Co. Inc.
- Wealth Management @ Morgan Stanley
- Financial Advisor @ Morgan Stanley
- Client Advisor @ Deutsche Bank Securities
- Financial Advisor - Vice President @ Merrill Lynch
- Investment Representative @ Lehman Brothers
- Research Assistant @ Nomura
Jose Baez's Education
- University at Albany, SUNY
MBA (International Marketing)
1992 - 1994
Jose Baez's Skills
- Wealth Management Services
- Relationship Management
- Financial Services
- Asset Allocation
- Fixed Income Strategies
- Investment Strategies
- Securities
- Retirement
- 401(k) Rollovers
- 401k Rollovers
Jose Baez's Summary
Jose Baez, based in Miami, FL, US, is currently a Asset Management at J.P. Morgan Securities, bringing experience from previous roles at Oppenheimer & Co. Inc., Morgan Stanley and Deutsche Bank Securities. Jose Baez holds a 1992 - 1994 MBA in International Marketing @ University at Albany, SUNY. With a robust skill set that includes Wealth Management Services, Relationship Management, Financial Services, Asset Allocation, Fixed Income Strategies and more, Jose Baez contributes valuable insights to the industry. Jose Baez has 1 email on RocketReach.
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