Brendy Kamba
Miami,FL
Summary
Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Seeking consulting positions that offer opportunities to collaborate and problem solve with the drive to produce optimal solutions. As an experienced career-focused associate, employers can expect an exceptional communicator and proactive skilled problem solver with history of strong work ethic.
Overview
6
6
years of professional experience
1
1
Certification
Work History
ASSOCIATE, CLIENT ASSOCIATE
J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORS
Miami , FL
2021.07 - Current
- Assisted Senior Wealth Advisors with initiating sales and market efforts for new and existing clients, increasing the business customer base and revenue.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Collaborated with a team of portfolio strategists to formulate investment strategies and construct portfolios tailored to clients’ financial objectives
- Conducted research and analysis of financial products for clients based on their individual needs.
- Provides services to high- and ultra-high-net-worth clients by preparing financial plans, conducting Investment research, and completing trades and transactions.
SUMMER ANALYST, WEALTH MANAGEMENT
J.P. MORGAN CHASE & CO. | JP MORGAN SECURITIES
Miami , FL
2020.06 - 2020.08
- Gained exposure to the multitude of serviced provided within wealth management, including investments, lending, banking, and trust and estate planning
- Pitched 6 investment strategies for the Financial Advisor teams Investment Portfolio.
- Worked with a team of 4 to create and present Goal Based Analysis to meet clients’ financial goals and objectives including but not limited to cash flow analysis and projections, retirement, 529 plans, etc
- Provided day-to-day administrative services for client accounts.
- Constructed and presented a financial plan for a 20 million dollar client .
SALES ASSOSIATE
VICTORIA’S SECRET & PINK | BRICKELL CITY CENTRE, FL
Miami , TX
2018.05 - 2018.08
- Assisted an average of 40 customers per day increasing foot traffic by 10%
- Boosted credit card sales to customer by 5%; gained an average of 4 credit card applications per week
- Ranked top 3 sales associate with an increase of 10% more sales
- Amplified inventory efficiency by using alternative methods to stock, replenish and organize merchandise, completing task 10% faster than average associates.
Education
MBA - Business Administration
University of Florida
Gainesville, FL2024-04
Bachelor of Science - Finance
University of Florida
Gainesville, FL05.2021
Skills
- Organizational
- Time management
- Detail Oriented
- Communication
- Customer Service
- Strategic Planning
- Forecasting and Reporting
- Client Rapport
- Analytical Thinking
Certification
- Certification in Microsoft:
Word
- PowerPoint
- Excel
- Photoshop
- SIE – Securities Industry Essentials
- Series 7 – General Securities Representative
- Series 66 – Uniform Combined State Law Exam
Affiliations Awards
- UF ABA South Florida Chapter Scholarship, Recipient
- Women of Tomorrow Scholarship, Recipient
- School for Advanced Studies, Alumni
Languages
French
Professional
References
References available upon request.
Timeline
ASSOCIATE, CLIENT ASSOCIATE
J.P. MORGAN CHASE & CO. | JP MORGAN ADVISORS
2021.07 - Current
SUMMER ANALYST, WEALTH MANAGEMENT
J.P. MORGAN CHASE & CO. | JP MORGAN SECURITIES
2020.06 - 2020.08
SALES ASSOSIATE
VICTORIA’S SECRET & PINK | BRICKELL CITY CENTRE, FL
2018.05 - 2018.08
MBA - Business Administration
University of Florida
Bachelor of Science - Finance
University of Florida
- Certification in Microsoft:
Word
- PowerPoint
- Excel
- Photoshop
- SIE – Securities Industry Essentials
- Series 7 – General Securities Representative
- Series 66 – Uniform Combined State Law Exam
Similar Profiles
JOSEPH ALDWIN GATCHALIANJOSEPH ALDWIN GATCHALIAN
Asst. Manager - Operations at J.P. Morgan Chase & Co. / Chase BankAsst. Manager - Operations at J.P. Morgan Chase & Co. / Chase Bank
Loren TruittLoren Truitt
Vice Present Design Lead - Card at J.P. Morgan Chase & Co.Vice Present Design Lead - Card at J.P. Morgan Chase & Co.
MONA NIKIT JAVERIMONA NIKIT JAVERI
ASSOC II Issue Management Analyst at J.P. Morgan Chase Ltd.ASSOC II Issue Management Analyst at J.P. Morgan Chase Ltd.