Overview
Work History
Education
Timeline
Generic

Bobby George

Dallas,TX

Overview

7
7
years of professional experience

Work History

Associate - Sr. Client Service Associate

J.P. Morgan Securities LLC
Dallas, TX
11.2024 - 04.2026
  • Develops marketing strategy and builds presentations on behalf of the Financial Advisor
  • Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives.
  • Approving SBL and Wire transfers from 1-5M USD
  • Finalizing CD and SBL rates.
  • Identify and develop new business opportunities from the existing client base.
  • Assist with mergers and acquisitions.
  • Own the process of Aircraft and Marine vessel purchases.
  • Assist with Securities Backed Lending products.
  • Meet with Clients to Maintain relationships

Committee member / ward president

St. Alphonsa Catholic Church
Coppell, TX
01.2025 - Current
  • Approving project funding
  • Help lead a church with over 900 families
  • Help manage day to day Operations
  • Streamline operations

Cliemt Service Representative

Bank of America
Coppell, TX
09.2019 - 11.2024
  • Assist with Account creation.
  • Building and maintaining client relationships.
  • Being the client's contact for any Banking needs
  • Oversaw cash management procedures, ensuring compliance with regulatory requirements and internal policies.
  • Monitored teller transactions for accuracy, reducing discrepancies through targeted training initiatives.

Intern

CPA Choi
Carrollton, TX
06.2022 - 08.2022
  • Consulted with clients to streamline operations.
  • Help manage client financials
  • Assist with Bank Ledgers.

Education

Bachelors - Finance

The University of Arizona
06.2025

Associate - Business Administration And Management

The University of Texas at Dallas
08.2022

Timeline

Committee member / ward president

St. Alphonsa Catholic Church
01.2025 - Current

Associate - Sr. Client Service Associate

J.P. Morgan Securities LLC
11.2024 - 04.2026

Intern

CPA Choi
06.2022 - 08.2022

Cliemt Service Representative

Bank of America
09.2019 - 11.2024

Associate - Business Administration And Management

The University of Texas at Dallas

Bachelors - Finance

The University of Arizona
Bobby George