Jose J. Email
Chief Financial Officer @ Global Wealth Management
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Jose J. Location
- Florida, United States
Jose J. Work
- Chief Financial Officer @ (June 2025 - Present)
- Director of Finance Operations @ (July 2024 - July 2025)
- Director of Internal Audit @ (May 2021 - June 2024)
- Independent Consultant @ (February 2021 - April 2021)
- Audit Director - Comcast NBCUniversal @ (December 2019 - January 2021)
- Vice President, Business Risk Management @ (August 2018 - December 2019)
- Audit and Assurance, Manager @ (July 2017 - July 2018)
- Audit and Assurance, Manager @ (July 2016 - June 2017)
- Audit and Assurance, Assistant Manager @ (July 2014 - June 2016)
- Audit and Assurance, Senior Associate @ (September 2010 - July 2014)
- Graduate Assistant @ (September 2008 - October 2010)
- Experienced Associate @ (June 2006 - June 2007)
Jose J. Education
- Monmouth University
Master of Business Administration - MBA (Accounting)
-
Bachelor of Science - BS (Accounting)
Jose J. Summary
- Jose J., based in Florida, United States, is currently a Chief Financial Officer at Global Wealth Management. Jose J. brings experience from previous roles at Via, EY and Comcast NBCUniversal. Jose J. holds a Master of Business Administration - MBA in Accounting @ Monmouth University. Jose J. has 1 emails on RocketReach.
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Top Global Wealth Management Employees
David Olsen
Vice President of Client Services, Financial Advisor
Fort Lauderdale, FL, US
Haley Jestings
Business Operations Specialist
Sarasota, FL, US
Scott Shultz
Sales Manager
Fort Lauderdale, FL, US
Irma Reyes
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Deedee Dennis
Client Services Manager
Fort Lauderdale, FL, US
Gregg Kleinman
Senior Vice President of Wealth Management
Fort Lauderdale, FL, US
Dylan Smith
Wealth Advisor
Boynton Beach, FL, US
Michael Haupert
Financial Planning Associate
Fort Lauderdale, FL, US
Charles Bosanac
Wealth Manager
Coral Springs, FL, US
Jose J.
Chief Financial Officer
Florida, United States
Christian Avila
Wealth Manager
Sarasota, FL, US
Meghan H.
SVP Finance and Operations
New York, NY, US
Christopher Bell
Financial Advisor
Fort Lauderdale, FL, US
Katie Bariso
Director of Business Operations
Boca Raton, FL, US
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