Joanna Jimenez

Experience

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  Northwestern Mutual

  May 2009 - Sept 2009

  Financial Representative Intern

  • Established relationships with clients to analyze their financial situation and make suitable recommendations

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  Prudential Financial

  Oct 2009 - Feb 2010

  Annuities Service Associate

  • Supported financial advisors; provided knowledge on living and death benefits, tax implications, and regulations• Executed trade reallocations and assisted brokers with processing new clients• Promoted business development by enhancing customer satisfaction; contributed to reaching #1 in Dalbar

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  One Stop Realty Services

  Jan 2010 - Dec 2014

  Real Estate Broker Associate

  • Focus on Real Estate in Miami, FL representing luxury condos, million dollar homes & investment properties• Assist investors in finding properties with a return on investment and potential appreciation• Help first time home buyers buy a home and assist throughout the process from pre-approval to closing• Work with sellers in getting the maximum value of their properties worth and executing a strategy to sell as quick as possible

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  Marketing Werks

  Feb 2010 - Dec 2010

  Verizon Tour Manager

  • Promoted Verizon products by engaging consumers to participate with Verizon’s mobile interactive event site • Responsible for all event-site equipment, hotel accommodations, event recaps, and expense reports• Managed, trained, and performed cell phone demos to over 50 brand ambassadors throughout duration of the tour

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  Morgan Stanley

  Jan 2011 - May 2013

  Sales Associate

  • Analyzed the portfolio investments of ultra high net worth individuals and institutions as part of a team with over $500 million AUM; focus in Central & South America, Spain & Canada • Executed trades in equity, fixed income, foreign exchange, options, mutual funds, treasuries, foreign & emerging market debt for both domestic and international clients• Run the teams syndicate book for equity & fixed income; responsible for indications and allocations• Ensured proper account opening procedures for domestic and foreign brokerage and DVP accounts • Coordinated client investments in Alternative Investment; process contributions, track and report clients performance• Resolved any clients’ issues and concerns; maintaining account balances, positions, wires & corporate actions • Led a compliance project involving 1,100 clients; recognized for being the first team nationwide to complete • Recipient of PWM Regional Service Excellence Award and General PWM Service Excellence Award in 4Q 2012 Show less

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  MVP American Securities

  Jun 2013 - Dec 2013

  Regional Vice President, East Region

  • Met with Financial Advisors throughout the Southeast of the US to inform them of MVP Reit • Assisted in sales and marketing of the parking and self-storage real estate investment trust• Attended conferences and meetings to show the benefit of this segmented sector• Helped open and run a new branch office

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  Opes Real Estate Group

  Jan 2015 - now

  Broker

  National Association of Realtors MemberFlorida Realtors Board of DirectorsMIAMI Association MemberMIAMI Association YPN Board of DirectorCompany focused on Residential & Commercial Real Estate in Florida Assist investors in finding properties with high return on investments and capital appreciationHelp buyers purchase their home and guide them through the process from pre-approval to closing Work with sellers in getting the maximum value for their properties in a short time periodInnate ability to find quality tenants for residential homes, condos and townhomesHelp renters find their next future home in a short time period Show less

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  The Opes Group at Compass

  Dec 2020 - now

  Principal of The Opes Group at Compass

  Joanna Jimenez is a Miami native and the Principal of The Opes Group at Compass, where she represents buyers, sellers, and investors in Miami real estate and leads a team of 15. Having traveled extensively throughout the United States, Joanna understands that her hometown is a unique city that has to be shared with others. After several years working in private wealth management, she opened Opes Real Estate Group in 2015, where she represented clients from all over the world and grew her team for six years. The team joined Compass in 2021. Joanna’s mission is grounded in simplifying processes and ensuring five star service to everyone, from first-time buyers to experienced investors, and it has served her – she was a recipient of the Miami Association 20 under 40 in 2019. Fluent in English and Spanish, Joanna is involved in the South Florida community and offers expertise on local happenings, from new businesses to old school staples. She is the founder of the Florida Angioma Alliance, a group focused on spreading awareness about a disease that has affected her and her family. She has served on the Board of Directors with Florida Realtors, Miami Association Young Professional Network, and the National Association of Hispanic Real Estate Professionals. In her free time, she enjoys trying new restaurants, traveling the world, and spending family time with her husband and daughter and their two iconic shih-tzus, Rico & Moshi. Show less