Summary
Overview
Work History
Education
Professional Designation/Licenses
Timeline
Generic

Christopher Iwaskewycz

North Palm Beach,FL

Summary

Motivated Advisor with more than a decade of experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Looking to aggressively grow and scale my business by targeting sophisticated clients with professional financial services tailored to each client.

Overview

13
13
years of professional experience

Work History

JPMorgan Wealth Managemen - Private Client Advisor

JPMorgan Chase
10.2017 - Current
  • Presented investment strategies tailored to each client''s unique needs, fostering long-term trust and loyalty.
  • Maintained strict adherence to regulatory requirements and industry best practices in all client interactions.
  • Monitored economic trends and market developments to provide informed guidance on portfolio adjustments.
  • Increased assets under management through proactive client outreach and referrals from satisfied clients.
  • Year over year repeated results of top performance across firm based metrics vs peers such as NNM/FTI/Sales.

Financial Advisor - Chase Private Client

JPMorgan Chase Bank N.A.
12.2016 - 09.2017
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Private Client Banker

JPMorgan Chase Bank
10.2013 - 12.2016
  • 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.
  • Educated clients on financial topics and best practices.

Licensed Personal Banker

JPMorgan Chase Bank NA
04.2011 - 09.2013
  • Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
  • Exceeded performance metrics consistently throughout tenure as Licensed Personal Banker through diligent work and commitment to customer satisfaction.
  • Ensured a secure environment for sensitive information by strictly adhering to data protection policies and regulations.

Education

Bachelor of Science - Public Administration

University of Central Florida
Orlando, FL
06.2008

Professional Designation/Licenses

CFP® - Certified Financial Planner

Series 7

Series 66

FL 2-15 Insurance License

Timeline

JPMorgan Wealth Managemen - Private Client Advisor

JPMorgan Chase
10.2017 - Current

Financial Advisor - Chase Private Client

JPMorgan Chase Bank N.A.
12.2016 - 09.2017

Private Client Banker

JPMorgan Chase Bank
10.2013 - 12.2016

Licensed Personal Banker

JPMorgan Chase Bank NA
04.2011 - 09.2013

Bachelor of Science - Public Administration

University of Central Florida

Similar Profiles

CREATE PROFILE
Christopher Iwaskewycz