Summary
Overview
Work History
Education
Skills
Foreign Travel
Top5 Books
Timeline
Generic

Alan Perez

Linkedin.com/in/alanperez12

Summary

Young professional with a solid foundation in currency trading cultivated through years of discipline and resilience. Whose journey to the world of finance has been fueled by a genuine passion for financial markets, particularly in the realm of trading. A fervent follower of global financial markets, constantly seeking opportunities and trends to inform trading strategies. Committed to understanding market dynamics. The ability to analyze complex data allows for making informed trading decisions and effectively managing risk. From once being in constant draw-downs, to now generating double-digit returns in days. Excited about the prospect of contributing my skills and dedication to a trading role, and am eager to continue an eventful journey in the financial markets, where every day presents new challenges and opportunities to learn and grow.

Overview

3
3
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
01.2022 - Current
  • Build and nurture lasting financial partnerships with valued clients
  • Gather a deep understanding of customers' unique financial needs, provide personalized banking solutions and exceptional service to help them achieve their financial goals
  • Help clients find reassurance in their retirement and investments
  • Since (March 2023), I've connected clients to the financial advisor resulting in $6,850,000 of net new money YTD (September 2023)

Teller

JPMorgan Chase
01.2021 - 01.2022
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Education

BBA Finance -

University of Houston
06.2025

Chartered Market Technician
CMT Association
12.2024

FINRA SIE - Securities Industry Essentials
01.2023

FINRA Series 6 - Investment Company And Variable C
01.2023

NASAA Series 63 - Uniform Securities Agent Law
02.2023

State of Texas

Skills

  • Financial Market Understanding
  • Sales Expertise
  • Economic Trends
  • Trend Analysis Expertise
  • High Net Worth Individuals Marketing
  • Risk Management
  • Securities Trading
  • Negotiation

Foreign Travel

Traveling the world has undeniably enriched my professional life in countless ways. Exploring diverse cultures and interacting with people from different backgrounds has honed my communication skills and fostered a deep appreciation for diversity and inclusion. It has also taught me to adapt and problem-solve in unfamiliar environments, a valuable skill in any profession. Exposure to new ideas and perspectives while traveling has expanded my creativity and ability to think outside the box, aiding in innovative problem-solving at work.

Top5 Books

  • How to Win Friends and Influence People by Dale Carnegie
  • Never Split the Difference by Chriss Voss
  • Extreme Ownership by Jocko Williams
  • Trading in the Zone by Mark Douglas
  • Your Next Five Moves by Patrick BetDavid

Timeline

Relationship Banker

JPMorgan Chase
01.2022 - Current

Teller

JPMorgan Chase
01.2021 - 01.2022

BBA Finance -

University of Houston

Chartered Market Technician

FINRA SIE - Securities Industry Essentials

FINRA Series 6 - Investment Company And Variable C

NASAA Series 63 - Uniform Securities Agent Law

State of Texas

Similar Profiles

CREATE PROFILE
Alan Perez