Top-performing dedicated banking and financial services professional with over 18 years progressive experience, seeking to take next career step in banking as a Private Banker. Expertise in managing personal, corporate and small business accounts along with building long-term relationships with clients.
Summary of Skills
Licensed Relationship Banker and Financial Advisor
18 Years Experience in the banking and financial services industry
State of Arizona Insurance licensed along with Series 6, 63,7 and 66 invesment licenses
Relationship Management Expert
Wealth and Retirement Manger
Portfolio and Lending Management
Client Service Specialist
Small Business Specialist
7 Year consecutive Bank One and Chase Bank National Achievement and Presidents Club Alumni.
Hartford Insurance Company awarded " Million Dollar Producer".
Previous Vice President of Investments for Wells Fargo Advisors.
06/2012 - Current
Chase Bank - Phoenix, AZLicensed Relationship Banker
Provide personal financial counseling, assist with lending services and and retention of existing customer relationships to sustain high satisfaction ratio
08/2008 - 06/2012
Wells Fargo Advisors - Phoenix, AZVice President of Investments / Financial Advisor