Owner Advisor Resume Example
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OWNER ADVISOR
Summary
Accomplished and results-driven sales professional. Over 6years of leadership and account management experience with sales teams in retail settings and territory sales management. Strategic thinker and proactive problem solver.
Work Experience
General Services AdminPasadena , CAOwner Advisor04/2016 to Current
➢Ranked Top 25 Advisor Globally and Top 10 Advisor Nationally 2016-17
➢Planned and executed outbound events and sales network activities with companies like Facebook, Expedia, Hotels and Seahawks
➢Present creative and sound sustainable energy solutions (financial, technical, lifestyle, practical) to clients
➢Work alongside teams from factory production, delivery, marketing and retail operations
JPMorgan ChaseCity , STATEPrivate Client Banker03/2013 to 04/2016
➢ Two-time Top 5 Private Banker in Washington award recipient
➢ Three-time #1 Private Banker award recipient within Seattle district
➢ Managed
150 relationships while acquiring 95 new private banking clients
representing $45 million in new assets
JPMorgan ChaseCity , STATESmall Business Specialist02/2011 to 03/2013
➢ Recognized nationally as a Top 20% New Producer within first 6 months
➢ Analyzed businesses to identify risk factors and revenue opportunities
➢ Developed client relationships to identify ancillary opportunities (payroll,merchant, HR, credit, and retirement plans)
Education
Bachelor of Arts:International Studies - Economics2009University Of Washington, City, State, United States
Additional
- Certifications: FINRA Licensed Series 6 & 63, Licensed WA Life/Health/Variable Annuity Producer
- Languages: Greek, English
- Philanthropic: AHEPA Volunteer, All Saints Camp Board Member
- Excel, Word and Salesforce proficient
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Resume Overview
School Attended
- University Of Washington
Job Titles Held:
- Owner Advisor
- Private Client Banker
- Small Business Specialist
Degrees
- Bachelor of Arts : International Studies - Economics 2009
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