Bret Waering
Hendersonville,TN
Summary
Dynamic financial professional with a proven track record at JPMorgan Chase, excelling in wealth management and client relationship building. Demonstrated leadership in training representatives and enhancing service delivery. Skilled in cash flow management and cross-department communication, consistently delivering tailored investment solutions to high-net-worth clients.
Overview
24
24
years of professional experience
Work History
Chase Private Client Banker
JPMorgan Chase
Gallatin, TN
04.2025 - Current
- Assisted clients with wealth management strategies and financial planning options.
- Developed strong relationships with high-net-worth clients to enhance satisfaction and loyalty.
- Executed daily transactions efficiently, ensuring compliance with regulatory standards.
- Analyzed client portfolios to recommend tailored investment solutions and products.
Financial Representative
Peachtree Planning
Brentwood, TN
01.2013 - 05.2025
- Consistent client communication through detailed, comprehensive financial planning
- Recruiting & training representatives to be a thoughtful & effective relationship manager for their clients
- Strategic planning involving planning specialists, team members, & strategic partners
Service Level Coordinator /Shift Supervisor
T-Mobile
Nashville, TN
03.2002 - 12.2012
- Coordinated service level agreements to ensure compliance with operational objectives.
- Monitored performance metrics to identify areas for improvement and enhance service delivery.
- Facilitated cross-departmental communication to streamline issue resolution processes.
- Developed training materials and conducted workshops to improve team proficiency in service standards.
Education
Bachelor of Science - Interior Architecture
International Academy of Design And Technology
Nashville, TNSkills
- Leadership qualities
- Cross department communication
- Cash flow management
- Customer due diligence
- Clearly organized
- Analytical thinking & problem solving
Timeline
Chase Private Client Banker
JPMorgan Chase
04.2025 - Current
Financial Representative
Peachtree Planning
01.2013 - 05.2025
Service Level Coordinator /Shift Supervisor
T-Mobile
03.2002 - 12.2012
Bachelor of Science - Interior Architecture
International Academy of Design And Technology