Edgar Diaz
Woodland Hills,CA
Summary
Customer-centric financial professional with over 12 years of experience in banking and insurance sales. Proven ability to build strong client relationships, provide tailored financial advice, and consistently exceed sales targets. I am participating in U.S. Bancorp Investments' Advisor Acceleration Program further to develop my expertise in portfolio management and investment strategies. I am seeking a challenging role as a Financial Services Representative where I can leverage my skills and passion for helping clients achieve their financial objectives.
Overview
20
20
years of professional experience
Work History
Advisor Acceleration Program Associate
U.S. Bancorp Investments
Woodland Hills, CA
10.2023 - Current
- Collaborated with experienced financial advisors to learn best practices in client communication, portfolio management, and regulatory compliance.
- Learned how to conduct a financial needs analysis for clients, helping to identify appropriate investment strategies and products.
- Participated in U.S. Bancorp Investments’ Advisor Acceleration Program, focusing on developing skills in financial advising and client relationship management.
Private Client Banker
JPMorgan Chase
Tarzana, CA
03.2011 - 10.2023
- Served as a primary point of contact for Chase affluent clients, managing their complete banking relationships across the company.
- Utilized a proactive and disciplined approach to generate growth in client balances, providing education and advice tailored to individual financial needs.
- Partnered with specialists including Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to connect clients with expert solutions for specialized financial needs.
Education
Some College (No Degree) - Kinesiology
Skills
- Pipeline Management: Proficient in overseeing the entire sales cycle and improving strategies by evaluating successes and failures
- Relationship Building: I have a history of building long-lasting client partnerships resulting in higher retention
- Sales follow-up: Developed a follow-up system that helps build trust with my clients, leaving a memorable impact
- Effective communication style: Demonstrated ability to navigate client hesitations with convincing dialogue, ensuring positive outcomes
- Networking: Regularly engaging with individuals across the industry enhancing brand presence and market reach
- Team Collaboration: Proficient in fostering a collaborative environment, leveraging individual strengths to advance team objectives
Accomplishments
- Consistently maintained high customer satisfaction ratings.
- Developed relationships with multiple new clients and typically exceeded sales goals.
- Over twelve years personal experience in financial services and seven years in insurance & Life sales.
Timeline
Advisor Acceleration Program Associate - U.S. Bancorp Investments
10.2023 - Current
Private Client Banker - JPMorgan Chase
03.2011 - 10.2023
California State University - Northridge - Some College (No Degree), Kinesiology
Professional Licenses
- Series 6 (Investment Company Products/Variable Contracts Representative) Feb 10, 2012
- Series 63 (Uniform Securities Agent State Law Exam) Feb 21, 2012
- License Type - Life, Accident & Health July 22, 2004
- License Type - Variable Life & Variable Annuity April 26, 2012.
Professional Licenses
- Series 6 (Investment Company Products/Variable Contracts Representative) Feb 10, 2012
- Series 63 (Uniform Securities Agent State Law Exam) Feb 21, 2012
- License Type - Life, Accident & Health July 22, 2004
- License Type - Variable Life & Variable Annuity April 26, 2012.
Languages
- Fluent in English & Spanish.
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