Jorge O.

WORK HISTORY

EDUCATION

ABOUT JORGE O.

Former U.S. Navy veteran turned finance and strategy professional. I currently work as a Junior Analyst at ClearGTM, supporting Clear Go-To-Market diagnostic engagements for Private Equity firms and their technology portfolio companies. My day to day consist of qualitative research, stakeholder interviews, and building out client deliverables in a high expectation consulting environment. Before ClearGTM, I spent time at Lionchase North America, KCC Capital Partners, Forte Capital Group, and a few other firms doing the kind of work that gets you comfortable with ambiguity fast like dealing with due diligence, financial modeling, M&A support, and turning messy data into something decision makers can actually use.My Navy background gave me something most finance programs can\'t teach: discipline, composure under pressure, and the ability to communicate clearly across very different audiences. I also advised fellow service members on financial planning and managed over $1 million in assets during my service, which is honestly where my passion for this work started.I hold an M.S. in Finance, an International MBA, and a Master\'s in International Business along with a bachelor\'s degree in management studies. I\'m currently finishing my Professional MBA with FIU and working toward my CFA Level I. Fluent in English and Spanish.Always happy to connect, especially with veterans navigating the transition into business or anyone working at the intersection of finance and strategy.Work: j••••••@cleargtm.comhttps://calendly.com/jocasio-cleargtm Personal: J••••••••@yahoo.com