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Banker, Officer
JPMorgan Chase & Co. • Período integral
Oct 2024 - Aug 2025 • 10 mos
FINRA Series 6 FINRA Series 63 FINRA Securities Industry Essentials (SIE) Advised retail banking clients on a variety of banking products and services, solved complex problems, delivered excellent client service.
Assistant Vice President, WSC Advisor I
Truist • Período integral
Jul 2016 - Oct 2022 • 6 yrs 3 mos
Assistant Vice President Wealth Solutions Center Advisor I Advised high net-worth clients (as well as their Wealth Advisors in the field) with a variety of complex retail banking issues, products, and services.