Brady Soloff
Newport Beach,CA
Summary
Associate Banker with experience providing financial services and banking solutions to high-net-worth clients. Skilled in relationship management, account servicing, and assisting with investment and lending needs. Adept at delivering exceptional client experiences while supporting financial growth and strategic wealth management.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate Banker ME
JPMorgan Chase & Co.,
Newport Beach
07.2024 - Current
- Supported high-net-worth clients with tailored financial services, including account optimization, payment solutions, and product recommendations aligned with their financial goals.
- Analyzed client profiles and transaction histories using Excel and internal banking platforms to identify cross-sell opportunities and suggest relevant banking and investment solutions.
- Built financial models, including DCF valuations, to assess business performance, forecast cash flows, and determine investment viability based on projected revenue and cost assumptions.
- Conducted market research and financial analysis using Excel to evaluate company performance, identify trends, and support strategic decision-making for investment and budgeting scenarios.
- Collaborated with internal teams to streamline operations and ensure process efficiency, leveraging data insights to support risk mitigation, cash flow accuracy, and audit readiness.
Education
Bachelor of Arts - Economics
UC Santa Barbara
Santa Barbara, CA06-2024
Real Estate License -
Allied Schools
Skills
- Excel proficient
- Financial analysis
- Argus (intro)
- CRM software
- Market analysis
- Financial modeling
Certification
Technology Management Program
- Business Strategy (TMP 120) – Led a Capsim business simulation, making strategic decisions in marketing, finance, operations, and competitive positioning to build a successful organization. Developed cross-functional collaboration and data-driven decision-making skills.
- Marketing Strategy (TMP 124) – Designed and launched a pop-up stand to validate market demand and develop a comprehensive go-to-market strategy. Applied consumer insights, pricing models, and digital marketing techniques to optimize business performance.
- Managing Tech Organizations & AI (TMP 127) – Explored the impact of Generative AI on organizational management, leveraging automation for decision-making and efficiency. Researched AI-driven business strategies and their role in fostering innovation.
- Financial & Business Analysis (TMP X130F) – Conducted company performance analysis, integrating financial statements, managerial finance, and capital budgeting. Applied financial modeling techniques to assess business viability and investment decisions.
Timeline
Associate Banker ME
JPMorgan Chase & Co.,
07.2024 - Current
Bachelor of Arts - Economics
UC Santa Barbara
Real Estate License -
Allied Schools
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