Jorge

Vice President Portfolio Advisor | Wealth Management

Role: Vice President Portfolio Advisor at Banco Sabadell, Miami Branch
Location: Miami, FL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Jorge

With a robust foundation in finance, my journey has evolved into a Vice President…

Experience

Vice President Portfolio Advisor
Banco Sabadell, Miami Branch
Nov 2021 — Present · Miami, FL, US

Education

Florida International University
Bachelor's Degree, Bachelor of Business Administration in Finance.
2010 — 2014

Skills

Customer Service
Logistics
Negotiation
Inventory Management
Microsoft Office
Sales
Coaching
Series 7
Powerpoint
Microsoft Excel
Strategic Planning
Data Entry
English
Time Management
Leadership
Social Networking
Accounting
Analysis
Finance
Teamwork
Banking
Outlook
C
Microsoft Word
Team Leadership
Spanish
Retail
Spreadsheets
Financial Analysis

Contact information

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Work email
•••••@bancosabadellmiami.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Banco Sabadell, Miami Branch

Banking · 107 employees · Founded 1881 · Miami, Florida, United States

Banco Sabadell has operated in the United States since 1993 with an international full branch established in Miami. We offer Corporate Banking services to international companies in the American market, as well as International Private Banking services primarily to Latin American high-net-worth individuals seeking personalized financial guidance. At Sabadell we believe in combining the best of both worlds because we understand the complexity of your private and business life, for that reason, we stand for: Your life. Your business. One bank. Our business model is based on the adaptation to market needs and the close and strategic relationship with customers, resulting in client loyalty and long-term customer retention. This unique strategy, along with the permanent orientation towards the search for professional performance, quality and innovation of our qualified human resource team, enables Banco Sabadell, Miami Branch to occupy an outstanding position in the banking business market. Our mission is to be Your Trusted Advisor for your personal investments and banking needs, as well as Your Relationship Manager for your business needs. Our banking teams work together to offer you and your business customized solutions in one place, one bank. By anticipating any challenges and opportunities, we provide the right direction to make the soundest economic choices for your life and your business. We are more than just a bank. We are here to support you every step of the way. Your Life. Your Business. One Sabadell Miami Branch operates via Sabadell Securities USA, Inc. as a Broker Dealer under the laws of the state of Florida, in order to achieve efficient execution and access to US and global markets. Sabadell securities is 100% subsidiary of Banco Sabadell S.A, has a fully disclosed clearing agreement with Pershing, LLC, and is a member of FINRA and SIPC.

bancosabadellmiami.com

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About Jorge

Experience

Vice President Portfolio Advisor

Education

Florida International University

Skills

Find verified contacts for anyone on LinkedIn