Jorge Puente
About Jorge Puente
Jorge Puente serves as the Managing Director and Chief Operating Officer of the Piper Sandler Financial Strategies Group, where he has worked since 2022. He has extensive experience in financial strategy, having held various roles at Piper Sandler and other financial institutions over his career.
Work at Piper Sandler
Jorge Puente currently serves as the Managing Director and Chief Operating Officer of the Piper Sandler Financial Strategies Group. He has held this position since 2022. Prior to this role, he worked at Piper Sandler as Managing Director - Balance Sheet Strategy from 2020 to 2022. In these roles, he developed the primary Balance Sheet Optimization model utilized by the Financial Strategies Group and created Investment Portfolio Analysis and Summary reports that significantly contribute to the group's revenue.
Previous Experience in Financial Services
Before joining Piper Sandler, Jorge Puente held various positions in the financial services sector. He worked at Sandler O'Neill + Partners, L.P. as Vice President for 11 months in 2011, and then as Managing Director - Financial Institution Balance Sheet Strategy from 2015 to 2020. He also served as Associate Director at Sandler O'Neill from 2011 to 2015. Earlier in his career, he worked at AB as Assistant Vice President and Associate Portfolio Manager from 2006 to 2011, and as a Business Analyst from 2005 to 2006.
Educational Background
Jorge Puente earned his MBA in Finance and Entrepreneurship from NYU Stern School of Business, where he studied from 2006 to 2009. He also holds a Bachelor of Engineering in Mechanical Engineering from The Cooper Union for the Advancement of Science and Art, which he completed from 2001 to 2005. His educational background provides a strong foundation for his roles in financial strategy and operations.
Industry Contributions and Initiatives
Jorge Puente has actively contributed to the financial industry through various initiatives. He has been directly involved in designing and writing articles for industry websites as part of marketing efforts. He conceived and coordinated an annual conference that attracted over 150 industry professionals. Additionally, he presents at industry and regulatory conferences, sharing insights on financial strategies and market trends.