Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel DiPietro

Santa Cruz,CA

Summary

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase
05.2024 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

Head Trader

Limitless Trading, LLC
03.2019 - 02.2024
  • Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
  • Created daily market recaps and profit and loss information to 100 traders at close of each trading day.
  • Managed risks effectively through careful analysis of market trends and thorough portfolio evaluation.
  • Managed complex trades across multiple asset classes, demonstrating versatility and adaptability in a dynamic market environment.
  • Developed and executed successful trading strategies, capitalizing on market opportunities and minimizing risk exposure.
  • Drove innovation within the trading team, championing new technologies and processes that enhanced overall effectiveness and profitability.

Education

Bachelor of Arts - Business Management of Economics

University of California Santa Cruz
Santa Cruz
03-2023

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Sales expertise
  • Cash Handling
  • Financial Services
  • Financial Planning
  • Business Development
  • Portfolio Management
  • Financial processes understanding

Certification

SIE license

Series 6 License

Series 63 License

Timeline

Relationship Banker

JPMorgan Chase
05.2024 - Current

Head Trader

Limitless Trading, LLC
03.2019 - 02.2024

Bachelor of Arts - Business Management of Economics

University of California Santa Cruz

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Daniel DiPietro