Bernardo Baloco
About Bernardo Baloco
Bernardo Baloco is a Private Client Banker at JPMorgan Chase Bank, N.A., where he has worked since 2011. He previously held positions at Bank of America and Merrill Lynch, and he holds a Bachelor's Degree in Finance and Management from the University of Florida.
Work at Chase
Bernardo Baloco has been employed at JPMorgan Chase Bank, N.A. as a Private Client Banker since 2011. Over his 13 years in this role, he has provided financial services and advice to high-net-worth clients in the Miami/Fort Lauderdale area. His responsibilities include managing client relationships, offering investment strategies, and ensuring client satisfaction with banking services.
Previous Experience in Banking
Before joining JPMorgan Chase, Bernardo Baloco worked at Bank of America as a Personal Banker from 2001 to 2003. During his two years in the Miami/Fort Lauderdale area, he focused on customer service and financial product sales. Additionally, he served as a Mutual Fund Analyst at Merrill Lynch from 1998 to 2001 in the Jacksonville, Florida area, where he analyzed mutual fund performance and assisted clients with investment decisions.
Education and Expertise
Bernardo Baloco earned his Bachelor’s Degree in Finance and Management from the University of Florida, studying from 1994 to 1998. His academic background provides a solid foundation for his career in banking and finance, equipping him with the necessary skills to analyze financial markets and manage client portfolios effectively.
Background in Finance
Bernardo Baloco has over two decades of experience in the finance industry, beginning his career as a Mutual Fund Analyst at Merrill Lynch. His progression through various roles in banking has allowed him to develop expertise in client management and investment strategies, contributing to his current position as a Private Client Banker.