Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
Profesional IndependienteFinancial Couch
Aug. 2025Miami, FL
Ocean BankEspecialista en banca personal
Nov. 2022 - Aug. 2025Miami, FL- Provided personalized customer service and account maintenance support to Branch Manager and Relationship Manager at Downtown Miami Branch. - Acquired, managed, and grew customer relationships, executing sales activities for new and existing clients and referring to other business lines. - Handled a wide range of customer transactions: document preparation, account servicing, loans, credit analysis, overdrafts, return item processing, and inquiries. - Ensured timely completion of KYCs to comply with BSA/AML requirements. - Delivered excellent customer service in person and by phone; assisted Operations Officer with operational matters as needed
JJ Global Network CorpFinancial Services Consultant
Jul. 2012 - Jul. 2023Doral, FL
J.P. MorganFinancial Advisor
Dec. 2009 - May. 2012Doral, Florida, United States
Mercantil BancoSr Personal Banker II
Sep. 2005 - May. 2009Miami Shores, Florida, United States
AXAFinancial Planner
Sep. 2001 - Aug. 2005
First Union National BankAssistant Manager "Broker"
Nov. 1998 - Aug. 2001Miami-Fort Lauderdale Area
Intch is a Professional Networking App for the Future of WorkSee more people like José Joaquín on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
740615 people
16
Senior Pricing Analyst @ Saia Inc.
19
Teacher @ CFISD
15
Owner @ West Volusia Bookkeeping and Tax
29571 people
17
Creative Director/Owner @ Plaid Pony Design
16
Manager, Commercial Development @ Rayonier
15
Systems Engineer @ Booz Allen Hamilton Inc