Jose Paez
About Jose Paez
Jose Paez is a Financial Representative currently working at Primerica in Jacksonville, Florida. He has a diverse background in finance and military service, with previous roles at Fortegra, Merrill Lynch, and the US Navy, and holds multiple degrees in Business Administration, Financial Services, and Accounting and Finance.
Work at Primerica
Jose Paez has been employed at Primerica as a Financial Representative since 2017. In this role, he focuses on providing financial services and advice to clients, helping them with investment and financial planning. His experience in the financial sector allows him to present seminars on financial literacy and investment strategies to prospective clients.
Previous Employment Experience
Prior to his current role, Jose Paez held various positions in the financial services industry. He worked at Fortegra as a Credit Claims Support Representative from 2017 to 2019. He also served as an Advisory Distribution Specialist at Merrill Lynch from 2007 to 2009. Additionally, he was a Member Service Representative at Navy Federal Credit Union from 2011 to 2016. His early career included eight years of service in the US Navy as an Aviation Ordnanceman.
Education and Expertise
Jose Paez has a diverse educational background. He studied Business Administration at Florida State College at Jacksonville, earning a Bachelor of Science (B.S.) from 2009 to 2013. He further pursued Financial Services at the same institution, achieving a Bachelor of Applied Science (B.A.S.) from 2009 to 2014. Additionally, he obtained a Master of Business Administration (M.B.A.) in Accounting and Finance from Florida Institute of Technology from 2019 to 2023.
Skills and Contributions
In his roles, Jose Paez has contributed to the financial sector by aiding underwriters in assessing risk and evaluating detailed information to minimize loss. He has also presented investment and financial planning seminars, enhancing financial literacy among clients. His extensive experience in customer service and financial advisory roles supports his ability to assist clients effectively.