J.D. Collado Email & Phone Number

Houston, Texas, United States

Houston, Texas Area

I market and place property and casualty coverage for contractors and related industries.

Houston, TX

Houston, TX

Glendale, CA

• Underwrote property and casualty lines for mid market businesses including general liability, commercial auto, property, workers compensation, and umbrella lines.
• Developed and maintained effective relationships with growing brokers and agents in Southern California.
• Supported long and short-term business strategies to effectively achieve profit and growth objectives.
• Expansive appetite with premiums generally between $50,000 and $1 million.

• Assessed client needs and helped facilitate their financial goals through secured and unsecured credit options.
• High level cash flow analysis to acheive profit and growth objectives for the region.
• Responsible for the acquisition of over $997,000 in new capital for Wells Fargo.

• Conveyed firm investment philosophy to high net-worth individuals.
• Analyzed potential clients’ financial goals and aligned them with firm’s capabilities.
• Assisted in the acquisition of $2.81 million in assets for the Private Client Group.

• Evaluated and organized client documents in business litigation cases.
• Researched civil discovery and procedure cases in legal journals.

• Analyzed and summarized client documents using Summation Blaze.
• Assisted PriceWaterhouseCoopers in evaluation of a major corporate fraud case.

• Organized project data and documentation to improve access to archived files.
• Assisted the Regional Chief Executive Officer and Human Resource Department.

Bs, Business Administration

B.S., Finance

Activities and Societies: Kappa Sigma Delta Eta, Net ImpactPresidential Scholar