Gentry Spigle
Lexington,KY
Summary
Resourceful Private Client Banker known for high productivity and efficient task completion. Specialize in wealth management strategies, personalized banking solutions, and risk assessment. Excel in communication, relationship-building, and problem-solving to meet client needs and exceed expectations.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Private Client Banker /Assistant Vice President of Operations
JPMorgan Chase
Lexington, KY
10.2022 - Current
- Assisted clients with financial planning and investment strategies.
- Managed client portfolios to ensure optimal service delivery.
- Conducted regular reviews of client accounts for compliance and performance.
- Ensured compliance with all applicable laws and regulations related to private banking activities.
- Attended networking events to promote the bank's services and build relationships with potential customers.
Registered Representative
New York Life Insurance Co
Louisville, Kentucky
08.2021 - 10.2022
- Assisted clients in selecting appropriate insurance products for their needs.
- Educated clients on policy features and benefits to enhance understanding.
- Conducted regular follow-ups to address client inquiries and concerns.
- Conducted research on various investments including stocks, bonds and mutual funds to recommend suitable options for clients.
- Turned potential leads into business opportunities by executing cold calls per day.
Panel Technician
Contrologic
Danville, KY
12.2013 - 12.2021
- Collaborated with engineering teams to troubleshoot design issues effectively.
- Trained junior technicians on panel assembly techniques and best practices.
- Implemented process improvements to enhance overall efficiency in panel production.
- Compiled and maintained records documenting engineering schematics and installed equipment.
- Evaluated engineering proposals and drawings to assess feasibility and conformance with sound electrical engineering practices and safety standards.
Education
BBA - Business Administration And Management
University of Kentucky
Lexington, KY 08.2017 - 12.2021
Skills
- Financial planning
- Investment strategies
- Client portfolio management
- Compliance regulations
- Estate planning
- Trust services
Certification
- SIE
- SERIES 6
- SERIES 63
- Licensed in Life insurance
- Licensed in Heath insurance
- Notary
- Registered with NMLS
Timeline
Private Client Banker /Assistant Vice President of Operations
JPMorgan Chase
10.2022 - Current
Registered Representative
New York Life Insurance Co
08.2021 - 10.2022
BBA - Business Administration And Management
University of Kentucky
08.2017 - 12.2021
Panel Technician
Contrologic
12.2013 - 12.2021