Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Clarence (Dusty) Alton

Kansas City,MO

Summary

Collaborative and motivated leader with dedication to partnering with coworkers to promote engaged, empowering work cultures. Documented strengths in building and maintaining relationships with diverse range of team mates in dynamic and ever evolving environments to enhance the business of the firm. .

Overview

11
11
years of professional experience

Work History

Branch Manager

JP Morgan Chase
02.2022 - Current
  • Hired and developed a completely new team to open up a brand new Chase Bank. Also hiring for other centers in the market and actively recruiting to create a talent pipeline
  • Maintain a work environment that creates positive experiences for both clients and team mates
  • Collaborated with other leaders and lines of business on strategic planning initiatives to align branch objectives with market and firm goals.
  • Enhanced staff competency with regular training sessions, boosting productivity levels across the branch business metrics landing the center in the top 10% of financial centers nation wide in 2024

Financial Advisor

Merrill Lynch
05.2021 - 02.2022
  • Attained all certifications for position such as SIE, Series 7 and Series 66 certifications
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on financial topics and best practices.
  • Created and cultivated new relationships for the firm by pro active outreach and building a book of business

Financial Center Manager

Bank Of America
06.2014 - 05.2021
  • Collaborated with internal business partners to deliver cohesive banking experience to customers. By doing this we took the branch from a 4,000 ranking to being in the top 5% of sales and service metrics.
  • Implemented and regularly reviewed internal controls to generate a safe and compliant business
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures for center and market goals

Education

Bachelor of Education - Kinesiology

Wichita State University
12.2013

Accomplishments

All- Conference College Athlete ( Newman University Mens Soccer)

Deans list (Wichita State)

4X Top Performer (Bank of America)

National Achiever (Chase Bank)

Outstanding Performer Branch Manager (Chase Bank)

Timeline

Branch Manager

JP Morgan Chase
02.2022 - Current

Financial Advisor

Merrill Lynch
05.2021 - 02.2022

Financial Center Manager

Bank Of America
06.2014 - 05.2021

Bachelor of Education - Kinesiology

Wichita State University
Clarence (Dusty) Alton