Avnit Singh
Huntington
Summary
Offering blend of analytical skills and leadership qualities, eager to learn and grow within dynamic environment. Brings ability to quickly grasp complex financial concepts and regulatory requirements, contributing to development of strategic initiatives. Ready to use and develop problem-solving skills and strategic thinking in finance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
ASSISTANT VICE PRESIDENT PRIVATE CLIENT BANKER
J.P MORGAN & CHASE
East Norwich, NY
04.2025 - Current
- -Worked in the North Shore long island market Market working with a book of 400 clients (total 100 million)
- -Worked with high net worth clients with 150k-$9,999,999 in JP morgan investments
- -Wealth Management, Financial Planning, Portfolio Analysis, Credit Products (Mortgages/HELOC), Risk Management, Client Relationship Management (CRM).
- -Worked closely with JP Morgan financial advisors to refer high networth clients for investments
- -Analyze client financial profiles to offer comprehensive wealth management advice referred over to partners from J.P morgan (private client advisors)
RELATIONSHIP BANKER
TD BANK
Hicksville, NY
10.2022 - 03.2025
- -Provides excellent service and input within Financial services and needs for the client
- -Maintains the vault cash through periodic cash orders. Balances and provides funds to ensure sufficient cash is on hand to provide for daily member needs
- - Prioritizing to provide a positive client experience with fair, friendly, and courteous service.
Education
Bachelor of Science - Finance
SUNY College at Old Westbury
Old Westbury, NY01.2026
Skills
- Languages: Fluent in English, Punjabi, Hindi, Urdu
- Modeling: Completed Wall Street PrepFX / Forex – Foreign Exchange Introduction
- Computer: Microsoft Office- Excel, Word, PowerPoint; Adobe: Illustrator & Photoshop
- Interests: Foreign Exchange Market, Crypto
- Additional: Analytical, organizational, leadership skills
- Decision making & judgment
- Issue resolution skills
Certification
- Securities industry exam (SIE)
- Series 6-Investment Company and Variable Contracts Products
- Series 63-Uniform Securities Agent State Law Examination
LEADERSHIP
- Suny College at Oldwestbury
- Old Westbury Business Club member: Helped set up a networking event, helped create connections by networking with other students and professors at Suny Oldwestbury
- Presenter at Call Colloquy for business ideas: Created an impactful idea for a business that can create social change and transform into critical thinking, empowered, global citizens with a commitment to academic excellence, civic engagement, and ethical values during the semester through your engagement in the Community Learning (CL2000) course.
Timeline
ASSISTANT VICE PRESIDENT PRIVATE CLIENT BANKER
J.P MORGAN & CHASE
04.2025 - Current
RELATIONSHIP BANKER
TD BANK
10.2022 - 03.2025
Bachelor of Science - Finance
SUNY College at Old Westbury