Jose Cordero work email
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Jose Cordero personal email
Jose Cordero is a Associate at J.P. Morgan Private Bank. He is proficient in Spanish.
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AssociateJ.P. Morgan Private BankPalm Beach, Fl, Us
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AssociateJ.P. Morgan Private Bank Jul 2024 - PresentPalm Beach, Florida, United States -
Private Banking AnalystJ.P. Morgan Private Bank Sep 2023 - Jul 2024Palm Beach, Florida, United States
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Private Banking AnalystJ.P. Morgan Private Bank May 2022 - Aug 2023Atlanta Metropolitan Area
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Chubb Associate Program - Underwriter, Cyber/E&OChubb May 2021 - Apr 2022Alpharetta, Georgia, United States -
Wealth Management InternMorgan Stanley Jul 2019 - Jun 2020Garden City, New York•Utilize a proprietary tech platform 3D to create retirement plans and performance reports for client portfolios.•Perform market and equity research to supplement review meetings/investment proposals to clients.•Create client review books consisting of equity and fixed income analysis reports, Gains/Losses for the time period and other client information.•Generate retirement plans showing clients how their assets will change in value through their retirement ages, based on conservative, moderate and aggressive investment practices. -
Us Open Ballperson(Usta) United States Tennis Association Aug 2019 - Sep 2019Queens, New York•Worked on court as one of six Ballpersons collecting tennis balls when they were hit out of play, catering to any of the players needs and managing all ball and serve changes.•Worked the net position collecting serves hit into the net as well as ensuring the balls were on the correct service side every game.•Worked the back position tossing tennis balls to the players for their serve, catering to any towel or drink needs and retrieving balls from out of play.•Worked the entire championship weekend as a first year Ballperson. -
Student Managed Investment FundSt. John'S University, The Peter J. Tobin College Of Business Jan 2019 - May 2019Manhattan, New York, United States▪ Analyzed the two million-dollar endowment fund in a three-person team where we proposed our own single equities to the St. John’s Investment Committee to improve the current portfolio.▪ Performed fundamental analysis and DCF valuations on different sectors of the S&P 500, as well as on single equities to determine the best positions for the portfolio.▪ Created 5-year forecasts for all major financial statements of public companies, focusing on the accuracy of revenue, cost, cash flow, and customer retention projections.▪ Utilized Factset, Bloomberg Terminal and Microsoft Excel to evaluate/forecast potential equity additions to the school endowment fund. -
Financial RepresentativeNorthwestern Mutual May 2017 - Aug 2017West Palm Beach, Florida Area•Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.•Recommended strategies with an Advisor to achieve financial goals and mitigate potential losses in such areas as cash management, insurance coverage, and investment planning.•Analyzed financial information to determine strategies for meeting financial objectives.•Built and maintained client base, kept current plans up-to-date and recruited new clients.
Jose Cordero Education Details
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Risk Management And Insurance -
Finance, General
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Jupiter Community High School
Frequently Asked Questions about Jose Cordero
What company does Jose Cordero work for?
Jose Cordero works for J.p. Morgan Private Bank
What is Jose Cordero's role at the current company?
Jose Cordero's current role is Associate.
What is Jose Cordero's email address?
Jose Cordero's email address is jo****@****ubb.com
What schools did Jose Cordero attend?
Jose Cordero attended St. John's University, St. John's University, The Peter J. Tobin College Of Business, Jupiter Community High School.
Who are Jose Cordero's colleagues?
Jose Cordero's colleagues are Karan Abrol, Alfredo Kosanke, Farooque Mulla, Rene Thomas, Fikri Firmansyah, Tamicia Ludd, Alex Munoz.
Not the Jose Cordero you were looking for?
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Jose Cordero
Manager Prior Learning Assessment And External Learning Experiences At Houston Community CollegeGreater Houston1hccs.edu -
2cdmsmith.com, dashiell.com -
Jose Cordero
Randolph, Ma4live.com, jabil.com, accenture.com, amgen.com1 +161787XXXXX
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Jose Cordero
Lyndhurst, Nj
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