Summary
Overview
Work History
Education
Certification
Timeline
Generic

Cesar Cornejo

Pembroke Pines,FL

Summary

Driven investment banking professional successful gathering, modeling and utilizing key data for diverse projects. Technologically savvy and keen to learn new programs quickly. Top-notch administrator, leader and project manager.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
07.2023 - Current
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.

Senior Registered Client Service

Morgan Stanley
01.2023 - 07.2023
  • Cultivate and enhance new and existing client relationship through active communication with clients.
  • Onboard and maintain client accounts, including collecting client information and required documentation.
  • Input orders at the direction of the clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients.
  • Prepare financial plans, client reports, and other materials for client meetings.
  • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model.

Private Client Investment Associate

JPMorgan Chase
12.2018 - 01.2023
  • Prepare all documents needed for opening of new accounts.
  • Organize advisors before every meeting with clients with appropriate forms, fund analysis, and reports.
  • Process internal and external transfers.
  • Execute trades.
  • Perform account administration to maintain information for every single client up-to-date.
  • Contact clients to do follow-ups, reviews, and updates in regards to their accounts.

Assistant Vice President

Safra National Bank Of New York
06.2018 - 12.2018
  • Prepare new investment account paperwork and manage transfer of assets.
  • Perform portfolio administration such as; client data, contributions, and withdrawals.
  • Execute trades.
  • Prepare Advisors for meetings with appropriate forms, reports, and date analysis.
  • Respond to client requests for service and trouble-shoot service issues.
  • Process Amex and Visa credit applications.
  • Prepare cash flow statements for every client's visit.
  • Working directly with departments such as; credit, operations, and middle office, in order to complete daily tasks.

Financial Advisor

AXA ADVISORS, LLC
10.2017 - 06.2018
  • Analyze financial information obtained from clients to determine strategies, products, and services in order to help clients to achieve their financial goals.
  • Educate clients about financial products, services, and strategies.
  • Build and maintain client base, keep client plans up-to-date, and acquire new clients on ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial goals.
  • Provide knowledgeable financial guidance and customized strategies to consumer segments that demand high-quality service.

Education

Bachelor of Science - International Business

Florida International University
Miami, FL
2017

Bachelor of Science - Marketing

Florida International University
Miami, FL
2017

Certification

Series 7

Series 66

Series 215

Timeline

Private Client Banker

JPMorgan Chase
07.2023 - Current

Senior Registered Client Service

Morgan Stanley
01.2023 - 07.2023

Private Client Investment Associate

JPMorgan Chase
12.2018 - 01.2023

Assistant Vice President

Safra National Bank Of New York
06.2018 - 12.2018

Financial Advisor

AXA ADVISORS, LLC
10.2017 - 06.2018

Bachelor of Science - International Business

Florida International University

Bachelor of Science - Marketing

Florida International University

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Cesar Cornejo