Jeffery Jose-Karl

Analyst at LPL Financial
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Contact Information
Location
San Diego Metropolitan Area
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency

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Charles Smith

Jeffery was an organized and effective leader often sought for his technical knowledge and strong personnel management skills.

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Aug, 2016
    - Sep, 2024
  • MCP 2.0
    Microsoft
    May, 2012
    - Sep, 2024
  • Mobility+
    Comptia
    May, 2013
    - Sep, 2024
  • Server+
    CompTIA
    Dec, 2011
    - Sep, 2024
  • Security+
    Comptia
    May, 2011
    - Sep, 2024
  • Bloomberg Market Concepts
    Bloomberg LP

Experience

    • Financial Services
    • Analyst
      • May 2022 - Present
    • Client Compensation Specialist
      • Oct 2017 - Present

    • Associate Analyst
      • Dec 2018 - May 2022

    • Information Technology & Services
    • 1 - 100 Employee
    • Tax Professional
      • Oct 2017 - Present
    • Canada
    • 1 - 100 Employee
    • Business Manager
      • Jul 2015 - Present

      • Track product and labor costs ensuring profit maximization. • Use SQL to examine historical data to forecast weekly sales to ensure optimal staffing. • Conduct profit/loss statement analysis, ensure all accounts payable are paid on time. • Prepare weekly and monthly sales and labor reports. • Maintain and troubleshoot Breadcrumb Point of Sale System. • Administer local network consisting of iPads, file server, and receipt printers. • Track product and labor costs ensuring profit maximization. • Use SQL to examine historical data to forecast weekly sales to ensure optimal staffing. • Conduct profit/loss statement analysis, ensure all accounts payable are paid on time. • Prepare weekly and monthly sales and labor reports. • Maintain and troubleshoot Breadcrumb Point of Sale System. • Administer local network consisting of iPads, file server, and receipt printers.

    • France
    • Retail
    • 1 - 100 Employee
    • Network Engineer
      • Apr 2011 - Mar 2013

      • Supervised personnel conducting concurrent shipboard network upgrades and installations • Provided training to shipboard personnel on new system installations. • Analyzed error logs from ships and provided remote assistance to prevent network outages to mission essential networks. • Installed, configured, and provided maintenance support on Windows 2008 domains with Exchange 2007 in a virtual environment. • Installed and configured Computer Network Defense systems using McAfee Host Based Security System and Data Loss Protection. • Provided technical support to multiple ships running Windows 2003/Exchange 2003. • Completed network upgrades and data migration from Windows 2003/Exchange 2003 environments to Windows 2008/Exchange 2007 Virtual Environments. Show less

    • Information Assurance Manager
      • Nov 2008 - Mar 2011

      · Managed the technical support, administration and operation of the Integrated Shipboard Network System (ISNS), Naval Tactical Command Support System suite (NTCSS) and other shipboard communications equipment. · Oversaw a 24/7 telecommunications center and help desk facility onboard and managed a team of twenty-five (25) help desk technicians and network operations center watch standers providing communications support to shipboard members, executive leadership and the embarked staff. · Ships accreditation action officer, focal point, and principal advisor for all command Information Security (INFOSEC) matters in compliance with governing directives and instructions. · Analyzed and evaluated system security technology, policy, and training requirements in support of National, DOD, and DON INFOSEC policies. · Developed and maintained INFOSEC and system security plans. · Responsible for maintaining site accreditation in accordance with DITSCAP/DIACAP. · Liaison with Marine Corps counterparts for integration of Marine Corps LAN with ISNS Compose LAN. · Performed Intrusion Detection prevention and monitoring. · Administration and management of all Joint Worldwide Intelligence Communication System (JWICS), DoD Intelligence Information Systems (DODIIS), Radiant Mercury Cross Domain Solution. · Develop, implement and monitor policies and procedures which ensure compliance with current Federal Information Security Management Act (FISMA), DoD and Navy Information Assurance Policies. · Lead technician for integration of two GIG-E Networks in a virtual environment running ESX Server 4.0 · Senior Windows and Exchange administrator for over 1800 users in a two way trusted domain environment. Show less

    • United States
    • Defense and Space Manufacturing
    • 200 - 300 Employee
    • Information Assurance Specialist
      • Oct 2005 - Nov 2008

      · Interpreted Cyber Intelligence Summaries and Threats. · Successfully led a team of 5 to develop and implement streamlined information assurance policies and practices. · Performed Security Test and Evaluations (ST&E) on Research and Development systems. · Prepared Certification and Accreditation (C&A) documentation and implemented best security practices in accordance with DoD Information Assurance Certificate Accreditation Program (DIACAP). · Principal advisor for all command Information Security matters in compliance and governing directives and instructions. · Analyzed and evaluated system security technology, policy, and training requirements in support of National, DOD, and DON Information Security policies. Show less

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Information Systems Security Manager
      • Aug 2003 - Oct 2005

      NMCI) workstations into the Intergrated Shipboard Networking System (ISNS) · Accountable for all Communications Security (COMSEC) material, disposition reports, daily cryptographic equipment keying and training records in the squadron. · Supervised 16 IT's in the completion of all training requirements. · Ensured compliance with all JTF-GNO directives to maintain solid network security. · Served as senior Satellite Communication Tech (SATCOM) onboard HH-60H Aircraft providing data and voice communications to aircraft carrier providing situational awareness for the strike group commander. Show less

    • Tactical Systems Administrator
      • Feb 2001 - Jul 2003

      · Administered the Automated Digital Networking System (ADNS) and the · Administered the Automated Digital Networking System (ADNS) and the

Education

  • San Diego State University-California State University
    Bachelor of Arts (BA), Economics
    2015 - 2017
  • Grossmont College
    Associate of Arts (A.A.), Economics
    2013 - 2015

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