Top-performing VP Private Banker with 15+ years of experience delivering relationship-based financial solutions for high-net-worth clients. Known for building trust, supporting long-term financial planning, and consistently ranking in the top 1% of performers. Brings deep expertise in wealth strategy, compliance, and multi-channel team collaboration. Seeking a role in a values-based firm focused on planning and client impact.
Overview
14
14
years of professional experience
1
1
Certification
Work History
VP Private Banker
JP Morgan Chase
10.2022 - Current
Manage $75MM+ in client assets and $25MM+ in deposits.
Guide clients through financial planning including lending, estate strategies, and wealth structuring.
Collaborate with internal partners to align solutions with client needs.
Consistently ranked among top 1% for performance.
VP Premier Relationship Manager
HSBC
06.2016 - 02.2022
Oversaw $20MM+ portfolio.
Supported client financial goals with tailored solutions.
Worked cross-functionally with internal partners to deliver high-touch service.
Licensed Relationship Banker
HSBC
01.2011 - 12.2016
Advised clients on banking and planning needs.
Referred investment opportunities and ensured compliance with KYC and AML standards.
Private Practice in Family and General Civil Litigation at RHG Estudio Legal CSPPrivate Practice in Family and General Civil Litigation at RHG Estudio Legal CSP