Jo L. Email & Phone Number
@morningstar.com
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Who is Jo L.? Overview
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Jo L. is listed as Vice President - Portfolio Design Specialist at BlackRock, a with 30658 employees, based in New York, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Jo L..
Jo L. previously worked as Investment Specialist – U.S. Equity at J.P. Morgan Asset Management and Internal Client Advisor at J.P. Morgan Asset Management. Jo L. holds Bachelor’S Degree, Economics from New York University.
Email format at BlackRock
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AeroLeads found 1 current-domain work email signal for Jo L.. Compare company email patterns before reaching out.
About Jo L.
As an Internal Client Advisor at J.P. Morgan Asset Management, I leverage my analytical and communication skills to provide investment solutions and market insights to financial advisors and their clients. Prior to joining J.P. Morgan, I was an Advisor Success Manager at Morningstar, where I helped advisors scale their businesses and optimize their use of Morningstar's platform software and research. I also have experience as a Private Client Associate and Team Lead at Bernstein Private Wealth Management, where I managed client relationships and oversaw a portfolio of over $1 billion in assets. My mission is to help clients achieve their financial goals and deliver exceptional service.
Jo L.'s current company
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Jo L. work experience
A career timeline built from the work history available for this profile.
Investment Specialist – U.S. Equity
Current
Internal Client Advisor
Private Client Associate | Team Lead
Senior Associate
Associate
Business Development Intern
Assistant Database Administrator
• Promoted to return from January 2016 to May 2016 and research methods of data scrubbing and coding for automatic entry using Python • Built a new database to analyze data on student usage and availability of online resources for budgeting using Microsoft Access, Microsoft Excel and FileMaker
E-Commerce Merchandising Intern
• Identified effective website layout and marketing strategies in preparation for initial launch of Gucci’s makeup line• Analyzed irregular product consumption patterns by organizing Gucci's e-commerce data on consumer sales and quantity using Microsoft Excel• Presented unique and relevant findings to e-commerce buyer to influence purchasing for upcoming seasons
Research Assistant
Colleagues at BlackRock
Other employees you can reach at blackrock.com. View company contacts for 30658 employees →
Joseph Fan
Colleague at BlackrockUnited States
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ER
Eden Russell
Colleague at BlackrockLondon, England, United Kingdom
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KM
Konstantina Maniati, Ll.M.
Colleague at BlackrockEdinburgh, Scotland, United Kingdom
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CB
Candace Bowe
Colleague at BlackrockNew Castle, Delaware, United States
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DS
Deepak Singh
Colleague at BlackrockGreater Delhi Area, India
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SX
Sheng Xu, Cfa, Frm, Caia
Colleague at BlackrockSan Francisco, California, United States
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MD
Monil Dantara
Colleague at BlackrockEl Segundo, California, United States
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ZL
Zheng L.
Colleague at BlackrockUnited Kingdom
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TG
Tanya Garg
Colleague at BlackrockGurgaon, Haryana, India
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NP
Nicole Petrick
Colleague at BlackrockNew York City Metropolitan Area, United States
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Jo L. education
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New York University
Frequently asked questions about Jo L.
Quick answers generated from the profile data available on this page.
What company does Jo L. work for?
Jo L. works for BlackRock.
What is Jo L.'s role at BlackRock?
Jo L. is listed as Vice President - Portfolio Design Specialist at BlackRock.
What is Jo L.'s email address?
AeroLeads has found 1 work email signal at @morningstar.com for Jo L. at BlackRock.
Where is Jo L. based?
Jo L. is based in New York, United States while working with BlackRock.
What companies has Jo L. worked for?
Jo L. has worked for Blackrock, J.P. Morgan Asset Management, Bernstein Private Wealth Management, Cibc Private Wealth Us, and Ripple Match.
Who are Jo L.'s colleagues at BlackRock?
Jo L.'s colleagues at BlackRock include Joseph Fan, Eden Russell, Konstantina Maniati, Ll.M., Candace Bowe, and Deepak Singh.
How can I contact Jo L.?
You can use AeroLeads to view verified contact signals for Jo L. at BlackRock, including work email, phone, and LinkedIn data when available.
What schools did Jo L. attend?
Jo L. holds Bachelor’S Degree, Economics from New York University.
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