Jose Cordero Email & Phone Number
@jpmorgan.com
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Who is Jose Cordero? Overview
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Jose Cordero is listed as Associate at J.P. Morgan Private Bank, a with 6623 employees, based in Palm Beach, Florida, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Jose Cordero.
Jose Cordero previously worked as Private Banking Analyst at J.P. Morgan Private Bank and Private Banking Analyst at J.P. Morgan Private Bank. Jose Cordero holds Master Of Science - Ms, Risk Management And Insurance from St. John'S University.
Email format at J.P. Morgan Private Bank
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About Jose Cordero
Jose Cordero is a Associate at J.P. Morgan Private Bank. He is proficient in Spanish.
Jose Cordero's current company
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Jose Cordero work experience
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Associate
Associate
Private Banking Analyst
Private Banking Analyst
Chubb Associate Program - Underwriter, Cyber/E&O
Wealth Management Intern
•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
•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 Fund
▪ 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 Representative
•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
Master Of Science - Ms, Risk Management And Insurance
Bachelor Of Science - Bs, Finance, General
Education record
Frequently asked questions about Jose Cordero
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What company does Jose Cordero work for?
Jose Cordero works for J.P. Morgan Private Bank.
What is Jose Cordero's role at J.P. Morgan Private Bank?
Jose Cordero is listed as Associate at J.P. Morgan Private Bank.
What is Jose Cordero's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Jose Cordero at J.P. Morgan Private Bank.
Where is Jose Cordero based?
Jose Cordero is based in Palm Beach, Florida, United States while working with J.P. Morgan Private Bank.
What companies has Jose Cordero worked for?
Jose Cordero has worked for J.P. Morgan Private Bank, Chubb, Morgan Stanley, (Usta) United States Tennis Association, and St. John'S University, The Peter J. Tobin College Of Business.
How can I contact Jose Cordero?
You can use AeroLeads to view verified contact signals for Jose Cordero at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Jose Cordero attend?
Jose Cordero holds Master Of Science - Ms, Risk Management And Insurance from St. John'S University.
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