Fatima Teos
About Fatima Teos
Fatima Teos is an Associate at Jefferies with a diverse background in finance and business development, having previously worked at Merrill Lynch, J.P. Morgan, and other financial institutions.
Current Position at Jefferies
Fatima Teos has been working as an Associate at Jefferies since 2021. Her role at Jefferies involves supporting financial services and investment banking operations. Jefferies is known for its extensive work in investment banking, asset management, and capital markets.
Previous Experience at Merrill Lynch
From 2020 to 2021, Fatima Teos served as a Client Associate at Merrill Lynch in the New York City Metropolitan Area. In this position, she was responsible for managing client relationships and supporting advisory services. Merrill Lynch is recognized for its comprehensive wealth management services.
Career at J.P. Morgan
Fatima Teos worked at J.P. Morgan from 2015 to 2019. Initially, she started as a Client Service Associate, a role she held for three years in the Greater New York City Area. Subsequently, she advanced to the position of Senior Client Service Associate, holding this title for an additional year. During her tenure, she focused on enhancing client service and ensuring operational efficiency.
Business Development Role at Monterroza Financial & Insurance Services
In 2014, Fatima Teos joined Monterroza Financial & Insurance Services as a Business Development Manager. Over an 11-month period, she spearheaded business growth initiatives and developed strategies to expand the company’s market presence.
Educational Background
Fatima Teos completed her Bachelor of Science (BS) in Economics with a Business Minor at Fordham University from 2014 to 2016. Prior to this, she earned a Bachelor of Business Administration (BBA) in Finance from Mercy College between 2012 and 2014. Earlier, she received an International Baccalaureate Diploma from Yonkers High School, studying there from 2008 to 2011.