Management Service

JOSLYN URENA

*** ** **** **. ***. * Miami, FL

Tel: 917- 648-5100

E-mail: ******.*****@*****.***

EDUCATION

GEORGETOWN UNIVERSITY, Edmund A. Walsh School of Foreign Service,

Washington, DC

B.S. in International Relations, Major: International Politics

December 2007 M GPA: 3.54

Honors Certificate: Karl F. Landegger Program International

Business Diplomacy

Relevant Course Work: Principles of Financial Management,

Business-Accounting & Finance,

Principles of Accounting, Business

Investment Negotiations in Emerging Markets

OXFORD UNIVERSITY, Trinity College, Oxford, England Summer

2006

Comparative Strategic Management certificate: 1 of 28 students

chosen to participate

Relevant Course Work: Comparative Strategic Management and

International Finance

EXPERIENCE

J.P. Morgan Chase, Asset Management- Private Bank - Miami, FL

Client Service Specialist, Latin America- Andes Market,

November 2009- Present

. Manage the accounts for high net worth international clients with US $ 25

+ million in assets

. Assist in building client relationships with Investors, Trust officers

and Private Bankers

. Coordinate with team members to curtail firm's financial products to

the unique needs of each client

. Leverage linguistic skills to fulfill the client's brokerage, FX, and

private investment needs

J.P. Morgan Chase, Due Diligence - Jersey City, NJ

Global Due Diligence Consultant, December 2008- June 2009

. Utilized J.P. Morgan Chase proprietary platforms in helping formulate

annual KYC due diligence

reports on the bank's Private Wealth Clients

. Liaised with the Private Bank and Risk Management in organizing

research on HNW clients

. Increased efficiency of data management strategies utilized by the

due diligence team

UBS AG - Wealth Management International - Miami, FL

Client Advisor- Summer Analyst- Mexico Country Team, June

2007- August 2007

. Assisted in restructuring portfolios with US $ 10-25 million in

financial assets

. Devised regional business development strategy to acquire new high

net worth clients

. Formulated multilingual client specific wealth management strategies

with Client Advisors

. Performed due diligence on new clients in connection with mandated

KYC banking regulation

. Constructed marketing presentations for international prospective

clients

. Liaised with Estate Planning department to market products focused

on the transfer of wealth

. Collaborated with Associate in conducting research on particular

products of interest to clients

DISTINCTIONS

U.S. Soccer Team- ST: Represented the U.S. in an international soccer

tournament in Australia

SKILLS

Certifications: CFA Level I candidate

Licenses: Series 7 and Series 63

Linguistics: Spanish (Native Fluency: reading, writing and speaking),

Portuguese (Beginner)

Technical: Mac, PC, Microsoft Office: Word, Excel (Macros, Pivot

tables), Power Point, Outlook

Research: Bloomberg Financial, Lexis-Nexis, Hoover, JSTOR, Morningstar

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