Ver categorias
Explorar
Fiverr Pro
Português
$
USD
John C
@johnwcrane1
Investment Specialist
Estados Unidos
Inglês
Sobre mim
Finance professional with expertise in retirement planning, investment services, client relations, operations, and compliance. I also offer career and educational consulting services, including resume writing and enhancement, job application guidance, recruitment process support, and college enrollment assistance. My focus is helping individuals present themselves effectively, navigate administrative requirements, and achieve their professional and academic goals.
Habilidades
John C
offline •
Tempo médio de resposta: 4 horas
Conheça meus serviços
Criação de Currículos
I will assist with resume writing, career guidance, and interview preparation
Estratégia e Planejamento
I will help you increase sales and grow your business
Experiência profissional
JPMorgan Chase & Co.
Período integral • 2 yrs
Retirement Specialist
Nov 2024 - Nov 2025 • 1 yr
• Guide clients in developing long-term retirement strategies and retirement plan operations. • Manage client accounts with a focus on compliance, financial growth, and relationship retention. • Partner with internal teams to streamline processes and support operational efficiency.
Client Development Professional
Nov 2023 - Nov 2024 • 1 yr
• Expanded client base by identifying investment opportunities and tailoring solutions to individual needs. • Supported financial growth objectives by exceeding sales and service benchmarks. • Collaborated with cross-functional departments to improve onboarding and service delivery.
