Global Wealth Management
Jose Reyes is an experienced professional in the insurance and financial sectors, currently serving as an Insurance Specialist at Global Wealth Management since April 2022. Prior to this role, Jose worked as an Insurance Agent at AAA and The Auto Club Group from May 2017 to February 2022, where responsibilities included quoting and binding sales leads as well as rigorous follow-up on sales opportunities. Earlier experience includes serving as an Asset Manager at BSI Financial Services from April 2013 to May 2017, focusing on borrower documentation and financial strategy, and as an Insurance Producer/Office Manager at IL and Associates, LLC from October 2008 to April 2013, where Jose reviewed client records to determine appropriate insurance coverage.
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