Jacques M. Joseph
About Jacques M. Joseph
Jacques M. Joseph serves as a District Manager at Primerica and a Budget Analyst for the City of Miami, bringing extensive experience in financial management and organizational consulting. He has a strong educational background in finance, holding an MBA and a BBA, and has worked in various roles that enhance financial wellness for employees.
Work at Primerica
Jacques M. Joseph has served as a District Manager at Primerica since 2014. In this role, he operates within the Miami-Fort Lauderdale area, focusing on providing financial services. He offers complimentary Financial Needs Analysis (FNA) as part of financial wellness workshops, helping employees assess their financial situations and set future goals. His responsibilities include promoting low-cost retirement plans that offer tax-deferred savings and potential long-term growth for employees.
Current Role at City of Miami
Since 2016, Jacques M. Joseph has worked as a Budget Analyst for the City of Miami. In this capacity, he assists with maintaining budgets and forecasting the financial impact of future market and economic conditions. His role involves participating in citywide strategic planning processes and aiding department directors in formulating strategic and long-range goals. He previously held a position as a Business Consultant within the same city from 2014 to 2015.
Education and Expertise
Jacques M. Joseph has a solid educational background in finance and technology. He earned an Associate of Arts (A.A.) in Computer Technology/Computer Systems Technology from Miami Dade College between 2002 and 2005. He later obtained a Bachelor of Business Administration (BBA) in Finance and Financial Management Services from Florida International University from 2006 to 2008. Currently, he is pursuing an MBA in Finance at Nova Southeastern University.
Previous Experience
Before his current roles, Jacques M. Joseph worked at Miami Dade College as an Academic Advisor from 2002 to 2016. He also served as a Personal Banker at Wells Fargo from 2011 to 2014. His experience includes conducting organizational studies and improving managerial policies and practices, which he applied during his time as a Business Consultant for the City of Miami.