Jose Sanchez

Jose Sanchez has extensive experience in wealth management and retail sales, with a career spanning multiple roles across reputable financial institutions. Starting as a Financial Advisor at Dreyfus Retail Sales from February 1996 to October 1997, Jose managed a book of business to exceed sales goals and worked with the Private Wealth division for client retention. At Dreyfus Retail Services from 2002 to 2005, Jose served as Vice President of Retail Sales, implementing programs to enhance client profitability and monitoring performance metrics. Progressing to Senior Vice President at Dreyfus from 2006 to 2013, Jose supervised a team of up to 25 advisors, achieving significant sales in various financial products. Jose has also worked as an Investment Consultant at TD Ameritrade/P.I.C. and currently serves as a Wealth Management Advisor at TIAA since November 2015. Jose holds a Bachelor of Business Administration in Finance from Hofstra University, earned between 1988 and 1992.