Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Accomplished and results-driven sales professional. Over 6 years of leadership and account management experience with sales teams in retail settings and territory sales management. Strategic thinker and proactive problem solver.
Work Experience
Owner Advisor, 04/2016 to Current
General Services AdminPasadena, CA,
➢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
Private Client Banker, 02/2013 to 03/2016
JPMorgan ChaseCity, STATE,
➢ 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
Small Business Specialist, 01/2011 to 02/2013
JPMorgan ChaseCity, STATE,
➢ 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)
Bachelor of Arts: International Studies - Economics, Expected in 2009
University Of Washington - Seattle, WA
  • 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


  • Bachelor of Arts

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