Josie Cortez
Branch Operations Manager
PROFESSIONAL
Series 7 & 63 Securities Registered held through LPL Financial, Group I Life, Accident , and Health license, Group 4 Variable Contract Agents license
EMPLOYMENT
LEGAMARO FINANCIAL SERVICES, INC.
January 1997 - Present
Branch Operations Manager
CITIZENS BANK, Corpus Christi, TX
July 1994 - January 1997
Investment Officer/Bank Brokerage Services/Registered Representative
Responsible for the operational and ongoing management of the bank's brokerage services department.
CORPUS CHRISTI NATIONAL BANK, Corpus Christi, TX
August 1981 - July 1994
Sr. Safekeeping Coordinator/Investment Services Division/Portfolio Management
Responsible for the investment operations and safekeeping of securities for institutional and retail clients.