Joseph P. Sorisi

Experience

• 

  Park West Funding/Management

  Apr 2007 - Jan 2008

  Office Clerk

  Reported to Owner of the companyAssisted with company financial administrative work, contract overview, filings and collaborated with clients and management

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  Pd Carpentry and Masonry

  Apr 2007 - Aug 2007

  Office Clerk

  Assisted Owner with contractual paperwork, emailing customersManaged Business phone calls and job pricingCreated financial spreadsheets for job pricing and bid documents

• 

  AJ Tech Pro

  Apr 2009 - Jul 2009

  Sales Rep

  Assisted staff with client leads and presentations. Assisted with cost estimation spreadsheets and bid proposals

• 

  Monarch Realty Holdings LLC

  Jan 2012 - Jan 2014

  Property Manager

  • Responsible for managing a portfolio of 10 multi-unit buildings, consisting of 400 units with annual revenue of $4M, compiled annual financial income, and developed projected budget cost models.• Partnered with executive team leaders to evaluate new acquisitions based on profit and loss analysis, supervised the property operations team, collected rent, and communicated policies.• Supervised the property operations team of 6, managed tenant requests, managed building and unit improvements including permit filings and assisted legal counsel with preparing landlord-tenant actions, including accompanying attorneys in court proceedings. Show less

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  New York Life Insurance Company

  Jun 2016 - May 2017

  Agent

  Agent licensed to sell insurance through New York Life Insurance Company.

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  JPMorgan Chase Bank NA

  May 2017 - Sept 2021

  Relationship Banker
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  JPMorgan Chase & Co.

  Sept 2021 - Jun 2023

  Private Client Banker
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  Citi

  May 2023 - now

  Assistant Vice President, Wealth Relationship Manager