Angel Morales

Dedicated and results-driven Relationship Banker with over 6 years of experience at JPMorgan Chase & Co., specializing in building and maintaining strong client relationships, driving business growth, and providing tailored financial solutions. Proven expertise in managing a portfolio of clients, delivering exceptional customer service, and leveraging financial products to meet clients' unique needs. Skilled in using CRM systems such as Salesforce to enhance client engagement and maximize sales opportunities. Strong communicator with a passion for helping clients achieve their financial goals, coupled with a detail-oriented approach to managing assets valued at $25 million. Holds Series 6, 2-14 Health & Annuity, and Variable Contracts licenses, with a track record of achieving business growth year over year.