Manager of Training

Jorge has worked for several years in a variety of roles, including PFS banker, and investment consultant at BOFA, JPMorgan Chase and Santander Bank in the private banking divisions, as well as a certified financial counselor, financial counseling program director and project lead in local social services organizations in NYC. In the past two years, he was a Manager of Service Delivery at the national level at Change-Machine.

Jorge holds a B.S. in Economics, Fintech Practitioner Certification, and is currently completing an M.S. program in QMSS. As a Manager of Training, his main goal is to create and deliver custom-designed training and communication programs that align specific tools and resources with organizational needs and training gaps.