Jose joined JTC in 2020, following the acquisition of NES Financial and is a Vice President of Business Development in the US.
With over 15 years of experience within financial services, Jose specializes in Opportunity Zones, Private Equity, Real Estate and EB-5 transactions. He is responsible for the day-to-day sales operations focusing on new client opportunities, managing the overall growth of the business, and the implementation of strategic account plans for existing clients. Jose has worked with brokers’ accountants, lawyers, and consultants, developing key relationships with many large players in the industry, especially within financial institutions and the real estate market.
Prior to JTC, Jose worked as Vice President of Business Development at UMB Bank and SS&C focusing on Fund Administration services in the US and Latin America.
