Jose R. Peralta Email & Phone Number
Registered Client Service Associate @ Morgan Stanley
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Jose R. Peralta Location
- West Milford, NJ, US
Jose R. Peralta Work
- 2025 - now Registered Client Service Associate @
- 2022 - 2024 Planning Consultant @
- 2019 - 2022 Financial Solutions Advisor @
- 2019 - 2019 Private Client Banker @
- 2014 - 2018 Relationship Banker @
- 2013 - 2014 Branch Supervisor @
- 2012 - 2013 Personal Banker @
- 2011 - 2012 Teller @
Jose R. Peralta Education
- City University of New York-Herbert H. Lehman College
Bachelor Science (Accounting)
2009 - 2014
Jose R. Peralta Skills
- PowerPoint
- Portfolio Management
- Relationship Management
- Deposits
- Loans
- Management
- Investments
- Banking
- Research
- Client Relations
- Time Management
- Customer Relationship Management
- Sales
Jose R. Peralta Summary
- Jose R. Peralta, based in West Milford, NJ, US, is currently a Registered Client Service Associate at Morgan Stanley. Jose R. Peralta brings experience from previous roles at Fidelity Investments, Merrill Edge and JPMorgan Chase & Co.. Jose R. Peralta holds a 2009 - 2014 Bachelor Science in Accounting @ City University of New York-Herbert H. Lehman College. With a robust skill set that includes PowerPoint, Portfolio Management, Relationship Management, Deposits, Loans and more. Jose R. Peralta has 2 emails and 1 mobile phone numbers on RocketReach.
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