Open To Work
Adam Medicus
Scottsdale,Arizona
Work Preference
Summary
Seasoned financial professional with diverse experience across client facing and operational roles in search of an opportunity to provide exceptional client service
Overview
16
16
years of professional experience
Work History
Treasury Sales Advisor III
Western Alliance Bank
06.2025 - 07.2026
- Utilizes CRM tools to track client prospects and close treasury product sales
- Maintains robust knowledge of corporate treasury industry trends and banking regulations
- Collaborates with lending relationship managers to win new business and expand existing clientele deposits
- Acts as trusted treasury advisor to existing and prospective commercial banking clients
Client Service Account Manager
J.P. Morgan Chase & Co.
07.2022 - 02.2025
- Managed the service needs of a portfolio of corporate treasury clients
- Drives the education and adoption of treasury products and services
Fixed Income Sales Assistant
J.P. Morgan Chase & Co.
08.2020 - 07.2022
- Identified opportunities to reduce firm risk and improve the client experience
- Served as direct client contact for post trading allocation and settlement issues
Alternative Investment Middle Office Analyst
J.P. Morgan Chase & Co.
09.2018 - 05.2020
- Assisted financial advisors in the opening and maintenance of alternative investment accounts
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
06.2017 - 09.2018
- Served as direct daily service and sales contact to J.P. Morgan ultra high net worth clientele
- Operated as member of a cohesive wealth management team including bankers, investors, and credit executives
Investment Bank Transaction Specialist
J.P. Morgan Chase & Co.
08.2015 - 06.2017
- Acted as an operational contact to sales, prime brokerage middle office, and various other internal stakeholders
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
07.2013 - 08.2015
- Served as daily service and sales contact to J.P. Morgan ultra high net worth clientele
- Worked in concert with relationship bankers to uncover opportunities to increase assets under management
Investor Services Representative
BNY Mellon
02.2012 - 07.2013
- Reconciled hedge fund activity and underlying commissions to various sales channels
- Served as a direct operations contact to investment management firms
Shareholder Service Representative
BNY Mellon
09.2010 - 02.2012
- Provided customer service and trade support to mutual fund clients via phone
Education
Bachelor of Science - Business Administration
Drexel University
Philadelphia, PA09.2008
Skills
High touch sales and client service expert
Influencing and partnership building skills
Robust knowledge of stocks, bonds, mutual funds, alternative investments and corporate treasury products
Microsoft Office proficient
Timeline
Treasury Sales Advisor III
Western Alliance Bank
06.2025 - 07.2026
Client Service Account Manager
J.P. Morgan Chase & Co.
07.2022 - 02.2025
Fixed Income Sales Assistant
J.P. Morgan Chase & Co.
08.2020 - 07.2022
Alternative Investment Middle Office Analyst
J.P. Morgan Chase & Co.
09.2018 - 05.2020
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
06.2017 - 09.2018
Investment Bank Transaction Specialist
J.P. Morgan Chase & Co.
08.2015 - 06.2017
Private Bank Client Service Associate
J.P. Morgan Chase & Co.
07.2013 - 08.2015
Investor Services Representative
BNY Mellon
02.2012 - 07.2013
Shareholder Service Representative
BNY Mellon
09.2010 - 02.2012
Bachelor of Science - Business Administration
Drexel University