Summary
Overview
Work History
Education
Skills
Timeline
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Andrew Longworth

San Mateo,CA

Summary

Dedicated Banking Associate with a proven track record of delivering exceptional service, navigating challenges with resilience, and cultivating strong relationships with high-net-worth private equity clients. Demonstrated ability to thrive in fast-paced environments, including staying steadfast during bank runs and colleague turnovers. Known for providing white-glove service and maintaining a commitment to excellence in all client interactions.

Overview

4
4
years of professional experience

Work History

Client Experience Specialist

JP Morgan Private Client
Palo Alto , CA
05.2024 - Current
  • Supported Relationship Managers in managing client relationships during the transition from First Republic, ensuring a smooth and seamless process for clients.
  • Selected as the subject matter expert (SME) for the Palo Alto region, demonstrating comprehensive knowledge of banking products, client needs, and operational processes.
  • Collaborated closely with internal teams to address client needs, resolve issues, and deliver tailored financial solutions, contributing to overall client retention and satisfaction.

Preferred Banker Associate

First Republic now part of JP Morgan Chase
Sand Hill Road, CA
03.2022 - 05.2024
  • Provided personalized banking services to high-net-worth private equity clients, ensuring their financial needs were met with precision and discretion
  • Successfully navigated through challenging periods, including a bank run, by maintaining composure, communicating effectively with clients, and implementing crisis management protocols
  • Adapted swiftly to changes within the organization, supporting colleagues during departures and transitions, while maintaining continuity in client service and satisfaction

Regenerative Ranching Intern

Elk Glade Ranch
East Beaver Valley, CO
06.2021 - 09.2021
  • Actively managed the largest undeveloped plot of land between New Mexico and Wyoming
  • Taught clients horse-back riding and supervised guests on cattle drives.

Events Director

Associated Programing Board
Santa Clara, CA
09.2020 - 06.2021
  • Booked, managed, and co-hosted a successful interview with Pete Davidson from Saturday Night Live
  • Coordinated with talent agents at WMI and doubled expected ticket sales through a social media marketing campaign

Education

Psychology -

Santa Clara University
Santa Clara, CA
06.2021

Skills

  • Client Relationship Management
  • Private Equity Services
  • High-Net-Worth Client Support
  • Strong Oral and Written Communication
  • Attention to Detail
  • Relationship Building
  • Multi-tasking and prioritization

Timeline

Client Experience Specialist

JP Morgan Private Client
05.2024 - Current

Preferred Banker Associate

First Republic now part of JP Morgan Chase
03.2022 - 05.2024

Regenerative Ranching Intern

Elk Glade Ranch
06.2021 - 09.2021

Events Director

Associated Programing Board
09.2020 - 06.2021

Psychology -

Santa Clara University

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Andrew Longworth