Jose Medina

Managing Director | Operations & Administration at Corient

Jose Medina has a diverse work experience spanning several companies and roles. Jose currently serves as the Managing Director of Operations & Administration at Corient since July 2023. Prior to this, they worked at Avalon Investment & Advisory for several years, holding positions such as Managing Director, Head of Middle Office, Director, Head of Reporting, and V.P. Portfolio Administration & Reporting. Before joining Avalon, Jose Medina was the Director of Technical Services at Global Financial Services LLC from January 2001 to October 2012. Jose also gained experience as a Senior Analyst, Global Operations at Goldman Sachs Mexico from August 1999 to August 2000 and as an Assistant Manager at Accival from March 1989 to August 1999. In their roles, Jose Medina demonstrated their expertise in streamlining accounting cycles, reducing errors, and improving operational efficiency.

Jose Medina received their Bachelor of Business Administration (B.B.A.) degree from Universidad La Salle, A.C. from 1991 to 1996. In addition, they have obtained various certifications focusing on C# programming, including "Windows Presentation Foundation 1: Build Dramatic Desktop Applications," "C# Interfaces and Generics," "C# with .NET Programming," "C# 6.0 First Look," "C# Delegates, Events, and Lambdas," "C# Essential Training," and "Foundations of Programming: Object-Oriented Design" from Lynda.com, with the certifications obtained between June 2016 and February 2017.

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Timeline

  • Managing Director | Operations & Administration

    July, 2023 - present