As a Junior Executive Jose Crespi builds and maintains meaningful relationships with the clients and ensures that they have high quality service and client experience. This is achieved through routine visits with clients to keep them updated on the progress of their accounts and to discuss any changes in their investment goals. Jose assists Ferdinand with client communications, business development, negotiations, and expanding the company’s network. Jose is currently pursuing the uniform investment adviser also called the series 65 license.
“The diversification and strategies offered inside Private Equity Solutions are designed for investors that look for stability of principal, good yield and some liquidity. Characteristics that typically you do not find in traditional markets”.
University of Puerto Rico -Bachelors of Science (B.S), Natural Sciences
San Juan Bautista School of Medicine -Master of Public Health (M.P.H), Public Health