Christina Kramer, CIMA®
Wadsworth,OH
Overview
9
9
years of professional experience
Work History
Vice President, Regional Client Advisor
J.P. Morgan Asset Management
Columbus, OH
06.2022 - Current
- Successfully supporting Registered Investment Advisors, Family Offices, Banks, and Trust Companies in the Pacific Northwest to drive increased sales of J.P. Morgan investment solutions.
- Contributed to over $4.5 BN in sales in FY 2023
- Achieved a 70% increase in sales for advisors under territory coverage from 2022 to 2023, while growing the number of million-dollar clients by 50% and multi-product clients by over 200%.
- Conducted and facilitated upwards of 500 meetings annually, cultivating professional relationships with prospects and clients via both in-person and virtual channels.
- Attention to promoting new offerings, including J.P. Morgan's active ETFs, Retail Private Alternatives, and Custom Tax-Managed Models/SMAs solutions.
Associate, Internal Client Advisor
J.P. Morgan Asset Management
Columbus, OH
12.2017 - 06.2022
- Contributed to over $5 BN in sales of J.P. Morgan investment solutions by utilizing a consultative sales approach and providing exceptional customer service.
- Effectively oversaw and nurtured more than 400 client partnerships alongside a Client Advisor, with 80% of those clients doing at least $1 MM in flows annually.
- Drove cross-functional collaboration between marketing, product, and compliance teams to satisfy client needs.
Financial Advisor Services
J.P. Morgan Asset Management
Columbus, OH
01.2016 - 12.2017
- Managed both inbound and outbound calls while also conducting daily Portfolio Insights analyses to promote J.P. Morgan products and resources.
- Contributed to the success of service marketing initiatives by regularly contacting uncovered, prospective advisors via upwards of 100 outbound calls on a weekly basis.
Education
Bachelor of Science - Consumer and Family Financial Services
The Ohio State University
2014
Additional Information
Licenses: CIMA, Series 7, Series 6, Series 63
Achievements: 2019 Met Club Recipient: Met Club represents the top 10% of sales professionals at JP Morgan, Presentation Contest Semi-Finalist (2019, 2020)
Skills: Salesforce, WebEx, Zoom, TimeTrade, Microsoft Office Suite, LLM
Interests: Cooking, travel, hiking
Timeline
Vice President, Regional Client Advisor
J.P. Morgan Asset Management
06.2022 - Current
Associate, Internal Client Advisor
J.P. Morgan Asset Management
12.2017 - 06.2022
Financial Advisor Services
J.P. Morgan Asset Management
01.2016 - 12.2017
Bachelor of Science - Consumer and Family Financial Services
The Ohio State University
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