Joseph GorelJoseph GorelSenior Client Associate
About Joseph
Joseph Gorel is a Senior Client Associate at J.P. Morgan Wealth Management.
Joseph brings a robust blend of diligence, reliability and conscientiousness to the wealth management team. He excels in managing high-net-worth client relationships and administering trades, wealth plans and portfolio proposals. Joseph's role involves overseeing client account administration, including maintenance, transaction processing, and ensuring a seamless and compliant client experience.
Before joining J.P. Morgan, Joseph served as a Registered Client Service Associate at UBS Private Wealth Management, where he honed his skills in account management, transaction processing and collaborative teamwork. His career is marked by his exceptional client service, strong communication skills, and ability to work effectively with financial advisors, portfolio managers, and other professionals to deliver comprehensive wealth management solutions.
Joseph is a Florida State University alumnus with a B.S. in Finance. His dedication to excellence is further evidenced by his Series 7, Series 66, and SIE licenses, as well as his certification as a Microsoft Office expert with a focus on Excel.
Beyond his professional experience, Joseph's achievements include being an Eagle Scout and being a recipient of the Evan Kaufman Kavod Award from the Mandel Jewish Community Center. He is committed to contributing to the continued success of the wealth management team through his hard work, integrity, and team-oriented approach.
Insights
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