Summary
Overview
Work History
Education
Certification
Timeline
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Christopher Spalding

East Northport

Summary

Detail-oriented self-starter with experience performing in fast-paced, high-pressure
environments. Well versed in banking, business operations, strategic, and financial planning.
Outstanding written and verbal communication skills and the ability to anticipate
and respond to client needs while providing excellent customer service.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
04.2024 - Current
  • Served as a trusted contact to high-net-worth clients, delivering tailored banking solutions to help them achieve their financial goals
  • Cultivated and managed a portfolio of over 300 affluent clients and deepened relationships through proactive financial reviews and needs-based consultations
  • Effectively partnered with the One Chase team to provide advice and solutions for investments, lending, business and personal banking
  • Consistently exceeded sales and customer satisfaction targets; recognized for performance in investment referrals and customer service
  • Maintained a deep knowledge of compliance regulations and financial products to provide informed, ethical guidance

Financial Representative

Strategies for Wealth
07.2022 - 03.2024
  • Implemented effective financial planning strategies for clients to achieve their financial goals and objective
  • Developed and maintained strong relationships with clients, providing them with financial advice tailored to their individual needs
  • Conducted thorough financial analyses and evaluations to identify clients' financial goals and developed tailored strategies to achieve them
  • Guided clients through the medical underwriting process for obtaining life and disability insurance
  • Effectively and efficiently sourced prospective clients, making 100 dials per day, and setting at least 10 new appointments per week for prospects to meet with senior advisors.

Assistant Promotions and Marketing Manager

Long Island Ducks
05.2021 - 09.2021
  • Assisted in selling and activating sponsorships such as outfield signage, social media sponsorships, sponsored video board graphics, sponsored on field activities, luxury suites for corporations, and public announcing reads
  • Oversaw and directed all game-day staff in the control room for 61 home games including operating and advising music and sound computer, video board system, lighting effects, statistics boards, and public announcing system
  • Created and coordinated team promotions schedule for all home games including themes, giveaways, and entertainment
  • Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork

Education

Dual Degree: BBA Finance & BS Sport Management -

University of Massachusetts Amherst
05-2022

Certification

- New York State Life, Accident and Health Insurance License

- Securities Industry Essentials® (SIE®) Exam

- Series 7 - General Securities Representative Exam

- Series 66 - Uniform Combined State Law Exam

-Pearson Microsoft Excel Badge

- Salesforce Badges in Social Media Marketing & Engagement


Timeline

Private Client Banker

JPMorgan Chase
04.2024 - Current

Financial Representative

Strategies for Wealth
07.2022 - 03.2024

Assistant Promotions and Marketing Manager

Long Island Ducks
05.2021 - 09.2021

Dual Degree: BBA Finance & BS Sport Management -

University of Massachusetts Amherst

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Christopher Spalding