Jose L. Berrios

CEO

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CORAHART, Wealth Management Consulting, was established in 2007 with Jose L. Berrios as CEO and Managing Director. Jose brings a multicultural perspective to the world of financial services having a depth of experience in Appraisal and M&A projects for businesses in both the US and Latin America.

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As a past vice-president, in charge of Individual Life products, Jose guided the successful re-design and re-pricing of several products, such as Fixed and Variable Universal Life, Whole Life, Endowment Life, Term Life, and Annuities, all while considering the diverse needs of various international markets. Jose has served on two Boards of Directors, in Chile and Peru, focusing on Strategy, Distribution, and Risk & Capital Management.

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Jose holds an MBA and is certified in several notable leadership programs, equipping him to lead teams effectively in a multicultural and virtual work environment. Jose is an active member of the Society of Actuaries, and the American Academy of Actuaries. On his professional journey, fluency in Spanish and English have provided Jose with a rich international experience and cultivated a deep appreciation for diverse business environments.