Jose Peralta Email

Planning Consultant @ Fidelity Investments

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Jose Peralta's Location

New York, NY, US

Jose Peralta's Work

Planning Consultant @ Fidelity Investments
Financial Solutions Advisor @ Merrill Edge
Private Client Banker @ JPMorgan Chase & Co.

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Relationship Banker @ JPMorgan Chase & Co.
Branch Supervisor @ TD
Personal Banker @ TD
Teller @ TD

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Jose Peralta's Education

City University of New York-Herbert H. Lehman College
Bachelor Science (Accounting)
2009 - 2014

Jose Peralta's Skills

PowerPoint
Portfolio Management
Relationship Management

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Deposits
Loans
Management
Investments
Banking
Research
Client Relations

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Jose Peralta's Summary

Jose Peralta, based in New York, NY, US, is currently a Planning Consultant at Fidelity Investments, bringing experience from previous roles at Merrill Edge, JPMorgan Chase & Co. and TD. Jose 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 Peralta contributes valuable insights to the industry. Jose Peralta has 1 email on RocketReach.

Jose Peralta Email Address

Found 1 email address listing:

@fidelity.com

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