Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Cory Gavin

Houston,TX

Summary

High impact sales leader with extensive business development, technology/solutions sales and account management expertise. Data-driven decision maker exceptionally adept at uncovering core strengths, developing and executing strategies that align with customer needs, and building competitive advantages which drive revenue.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Banker

J.P. Morgan Chase
01.2021 - Current
  • Deliver financial advice to clients, proposing strategies to achieve short and long-term objectives for investments, insurance, business and estate planning with minimal risk.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Work closely with specialists in multiple branches, managing investment portfolios for over 800 clients with over $25M in assets under care

Solutions Specialist

Verizon
09.2018 - 08.2019
  • Maximize revenue through development of coordinated sales strategies and customer service initiatives.
  • Achieved #1 status in sales throughout region (out of 200+ representatives) in both B2B and consumer sales.
  • Consistently performed in top 10% of sales reps (2500) companywide who hit 130% to quota in sales revenue.

Education

Candidate of Bachelor of Cyber Operations (BCS) - Computer Science

College of DuPage
Glen Ellyn, IL
05.2025

Skills

  • Key Account Management
  • Salesforcecom
  • Logistical Support
  • Personnel Leadership
  • Client Experience
  • Business Development
  • Client Engagement
  • B2B & B2C Sales
  • Process Improvement
  • Data Analysis
  • Communications
  • Financial Advising

Certification

  • FINRA Series 6: Investment Company and Variable Contracts Products Representative
  • SIE (FINRA Securities Industry Essentials)
  • FINRA Series 63 – Uniform Securities Agent State Law Exam

Timeline

Relationship Banker

J.P. Morgan Chase
01.2021 - Current

Solutions Specialist

Verizon
09.2018 - 08.2019

Candidate of Bachelor of Cyber Operations (BCS) - Computer Science

College of DuPage

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Cory Gavin