Jocari Valeza
Portfolio Manager, VP - Specialized Cash Management - Commercial Real Estate @Wells Fargo
New York, NY, US
EMAILS
j••••••••@wellsfargo.com
MOBILE NUMBERS
+13•••••••12
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WORK HISTORY
Mar 2025 — Present
Portfolio Manager, VP - Specialized Cash Management - Commercial Real Estate @Wells Fargo
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US
EDUCATION
2005 — 2008
LIU Brooklyn
MBA
2002 — 2005
Berkeley College
BBA
1997 — 2001
Enterprise Business & Technology HS
HS Diploma
SKILLS
Financial RiskTreasury ManagementCustomer ServiceBankingMutual FundsAccountingRisk ManagementCross SellingCrmBudgetsNon-ProfitsFinancePolicyBusiness DevelopmentCreditFinancial ModelingCash ManagementAnalytical SkillsAccessQuickbooksEvent PlanningRecruitingSpanishFinancial ReportingRelationship ManagementLeadershipFinancial AnalysisAnalysisMergers & AcquisitionsCommercial BankingCommercial LendingMicrosoft ExcelPowerpointProject PlanningOutlookMicrosoft OfficeManagementNonprofitsPortfolio ManagementPeoplesoft
ABOUT JOCARI VALEZA
Global Commercial Banking Professional with experience working at leading financial…
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