Gabriel Brodsky
Boston,MA
Summary
Accomplished financial professional with a proven track record at J.P. Morgan Private Bank, adept in financial analysis and investment product sales. Excelled in developing customized financial strategies, enhancing portfolio performance, and delivering exceptional client service. Demonstrates strong analytical capabilities and effective communication, significantly contributing to client financial security and satisfaction.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate
J.P. Morgan Private Bank
Boston, United States
07.2024 - Current
- Oversee daily client priorities including ongoing client management, reviewing and building pitch books, coordinating information, communicating with clients, and executing on client needs.
- Manage new client onboarding, client hierarchy and pipeline management.
- Strategize sale of investments, banking, and trust services, including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities.
Private Banking Analyst
J.P. Morgan Private Bank
Boston, United States
06.2022 - 07.2024
- Help devise customized financial strategies for existing and prospective clients.
- Collaborate with integrated team members to analyze balance sheets and understand a client's investment objectives to produce customized recommendations that consider appropriate risk/return objectives.
- Become an expert in a range of proprietary models to provide recommendations on tailored solutions.
- Research client inquiries, and manage follow-up communication and materials.
Wealth Management Client Service Associate
J.P. Morgan Private Bank
Newark, United States
02.2021 - 06.2022
- Provide exceptional client service and flawless execution on client requests, inquiries, and transactions, such as money movement, security transfers, and loan transactions, including escalated research requests.
- Collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions.
Financial Advisor
McAdam Financial
Philadelphia, United States
04.2020 - 02.2021
- Provide clients with comprehensive financial advice that empowers them to achieve financial security and develop financial strategies that align with their personal goals, professional aspirations, and values.
- Develop business through marketing materials, efficient management of client accounts, and collaboration with industry-focused teams within the firm.
Education
Bachelor of Arts - Economics
University of Pennsylvania
Philadelphia, PA05-2020
Skills
- Financial Analysis
- Portfolio Performance Analysis
- Investment product sales
Certification
- Series 66
- Series 7
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
Awards
AP National Scholar with Honor
Languages
Spanish, Elementary
Currentposition
Private Banking Associate at J.P. Morgan
Timeline
Associate
J.P. Morgan Private Bank
07.2024 - Current
Private Banking Analyst
J.P. Morgan Private Bank
06.2022 - 07.2024
Wealth Management Client Service Associate
J.P. Morgan Private Bank
02.2021 - 06.2022
Financial Advisor
McAdam Financial
04.2020 - 02.2021
Bachelor of Arts - Economics
University of Pennsylvania
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