Jorge Colon-Mendez
Sr Associate Analyst @Cohesity
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WORK HISTORY
Sr Associate Analyst @Cohesity
Orlando, FL, US
Verify customer information to establish Goldman Sachs profiles and client accounts for the Private Wealth Management (PWM) program.Conducting onboarding activities to comply with client policies and meet Know Your Customer (KYC) requirements.Deliver targets for both productivity and quality, effectively manage personal pipeline goals, and incorporate feedback from the responsible approvers tasked with quality checking cases.Review the contracts of Goldman Sachs PWM clients and authenticate customer profiles in the vendor database.Trained to effectively mitigate risk, safeguard confidential information, communicate with clients and colleagues, identify conflicts of interest, and comply with personal compliance requirements.
ABOUT JORGE COLON-MENDEZ
Currently serving as a Sales Development Representative at Cohesity, I engage with…
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