Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Felix Valdes

Miami,FL

Summary

Dynamic finance professional with a proven track record at JP Morgan Chase, adept in new account acquisition and client relationship management. Excelled in bilingual communication and financial advising, leveraging Series 7 and Series 66 certifications. Skilled in team collaboration and customer service, significantly enhancing client satisfaction and portfolio growth. My goal is demonstrate the importance of Investing and provided the right portfolio strategy that fits my client needs.

Overview

7
7
years of professional experience

Work History

Private Client Banker

JP Morgan Chase
07.2019 - Current
  • Delivered strong results in new account acquisition through strategic prospecting and networking effort.
  • Participated in ongoing professional development to continuously enhance skills and market expertise.
  • Provided guidance on credit products, Investment options and Business solutions that best fit the clients needs.
  • Managed a book of business of over 450 Clients, maintaining and growing the relationship with each client.

Line Server/ MOD

Zuuk Mediterranean Kitchen
01.2018 - 09.2018
  • Provided excellent customer service, addressing guest inquiries and resolving issues promptly.
  • Assisted in training new line servers, contributing to a cohesive team environment.
  • Collaborated with kitchen staff to maintain proper inventory levels and minimize food waste.

Education

Bachelor of Business Administration And Management - Business Administration And Management

Southern New Hampshire University
Hooksett, NH
06-2026

Business Specialist - Business Administration

Miami Dade College
Miami, FL
12-2019

Skills

  • Series 7
  • Series 66
  • Florida Health Agent (0240)
  • FLA Life and Annuity (0214)

Accomplishments

    My Chase Branch was able to reach performance level 1 out 1 in our peer group based on the success I had with my clients and the overall team.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Private Client Banker

JP Morgan Chase
07.2019 - Current

Line Server/ MOD

Zuuk Mediterranean Kitchen
01.2018 - 09.2018

Bachelor of Business Administration And Management - Business Administration And Management

Southern New Hampshire University

Business Specialist - Business Administration

Miami Dade College

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Felix Valdes