Jpmorgan Chase & Co.
Regional Field Implementation Manager, Vice President
Jpmorgan Chase & Co. Jan 2016 - Sep 2019
Regional Business Operations Manager at Jpmorgan Chase and Co
Jpmorgan Chase & Co. Aug 2013 - Jan 2016
New Associate Training Coordinator and Investment Service Associate
Jpmorgan Chase & Co. May 2012 - Aug 2013
Personal Banker
Northwestern Mutual Jun 2010 - Apr 2012
Financial Representative
Education:
Illinois State University 2007 - 2011
Bachelors, Bachelor of Science, Finance
Skills:
Leadership Investments Financial Analysis Insurance Public Speaking Customer Service Finance Microsoft Office Financial Services Retirement Planning Risk Management Equities Wealth Management New Business Development Business Relationship Management Strategic Financial Planning Series 7 Fixed Annuities Financial Advisory Financial Planning Microsoft Excel
Certifications:
Series 7 General Securities Representative Series 66 Uniform Combined State Law Examination Colorado Life and Health Insurance Producer License Illinois Life and Health Insurance Producer Licenses Colorado Life and Health Insurance Producer Licenses