Gleb Medvedev
Chicago
Summary
Detail-oriented finance professional with 8+ years of experience in deepening client relations and 6+ years of providing holistic financial solutions based on client needs. Thrives in a high-pressure environment and collaborates with the team to build a solid department foundation and ensure workplace compliance. Strong leader, problem-solver, and analytical thinker with a dedication to meeting deadlines and increasing company revenue through effective cost-analysis and budget forecasting.
Overview
7
7
years of professional experience
Work History
Chase Private Client Banker
JPMorgan Chase
08.2024 - Current
- Actively managed clients banking relationship through an advice-based approach, ensuring each client receives the holistic products and services for their needs
- Analyzed customers' financial information to deliver personalized account guidance
- Partnered with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Referred ~13.7MM in AUM to Private Client Advisors with 38 new Private Client onboardings
Wealth Management Banking Specialist - Assistant Vice President
Merrill Lynch
12.2022 - 03.2024
- Helped set the national standard for wealth management bankers and provided continuous education for colleagues in other markets
- Consistently met deadlines and outperformed revenue metrics working in the highest producing Midwest market, bringing in 14.78MM in new AUM - ranking 19th out of ~700 Wealth Management Banking Specialists
- Dedicated to providing complete holistic care of clients' finances with belief that every client is unique and has their own intricate financial needs
- Conducted financial analysis and created opportunity pitch decks for Merrill and Private Wealth Advisors
Relationship Banker
Bank of America
02.2019 - 11.2022
- Built strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
- Fulfilled and exceeded client needs by partnering with specialists and business associates to deepen and generate successful referrals
- Consistently exceeded quarterly and yearly sales goals, revenue quotas, and client relation metrics with a top ranking of #37th in the company in 2021
Education
Oakton Community College
Des Plaines, IllinoisAccredited Asset Management Specialist - AAMS - undefined
College for Financial Planning - Kaplan
FINRA Licenses
Skills
- Relationship management
- Wealth management
- Financial planning
- Cross-selling and partner referrals
LANGUAGES
English and Russian
Fluent proficiency
Timeline
Chase Private Client Banker
JPMorgan Chase
08.2024 - Current
Wealth Management Banking Specialist - Assistant Vice President
Merrill Lynch
12.2022 - 03.2024
Relationship Banker
Bank of America
02.2019 - 11.2022
Accredited Asset Management Specialist - AAMS - undefined
College for Financial Planning - Kaplan
Oakton Community College
FINRA Licenses