Gus Martin
Newport,KY
Summary
Finance professional with experience across investment strategies, financial planning, and retail banking. Track record in consultative sales, prospecting, CRM-driven client management, and financial needs analysis. Deliver tailored solutions and build long-term client relationships through wealth management and portfolio guidance.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
Milford, OH
12.2025 - Current
- Opened 300+ deposit accounts and facilitated 100+ credit card applications to enhance client financial options.
- Generated over $3M in CD originations and renewals.
- Helped 25+ clients acquire their first or forever home, secure funding for their small businesses, or connect them with a financial advisor.
- Completed financial needs analyses and recommended tailored banking, credit, and investment solutions.
- Utilized digital banking tools to enhance client returns and improve overall financial positions.
- Established client trust through consultative service, tracking sales activity and expanding knowledge in trusts, estates, legal banking, real estate, business, and financial products.
Financial Representative Intern
Northwestern Mutual
Chicago
06.2024 - 08.2024
- Converted 3 prospects into policyholders and advanced 5 additional clients to final signing stages, contributing to overall client growth.
- Scheduled over 50 client meetings through effective prospecting and relationship building, establishing a strong client base early on.
- Completed financial needs analyses and shared tailored recommendations with clients.
- Developed client pipeline through warm market contacts and networking, while assisting senior advisors in wealth management and investment strategy implementation.
- Built knowledge in whole life insurance, annuities, retirement accounts, disability income protection, and CRM software.
GOLF ASSISTANT TO PRO
Valley Lo Country Club
Glenview, IL
05.2022 - 08.2023
- Coordinated and set up events, including tournaments and member outings.
- Assisted members and guests with tee time reservations and inquiries.
- Managed inventory of golf shop merchandise, restocking as necessary.
COURSE SUPERVISOR
Willow Hill Golf Course
Northbrook, IL
03.2021 - 08.2021
- Managed inventory of golf supplies and equipment for operational needs.
- Maintained cleanliness and organization of golf carts and surrounding areas daily.
- Coordinated with maintenance staff for repairs and service on golf carts as needed.
Education
Bachelor of Science - Business Administration, Finance, Business Economics
University of Dayton
Dayton, OH05-2025
FM 225 - Fixed Income Securities, Debt Markets, And the Macro Economy
London School of Economics
Soho, London01-2023
College Preparatory Program Graduate -
New Trier High School
Winnetka, IL01-2021
Skills
- Client consultation
- Client relationship management
- Wealth management
- Investment strategies
- Retail banking analysis
- Financial modeling
- Data analysis
- Reporting and documentation
- CRM software expertise
- Microsoft Office proficiency
- Prospecting
- Team collaboration
- Prospecting
Certification
- Securities Industry Essentials (SIE), Series 6 + 63, Life & Health Insurance for the State of OH - Passed all tests on first attempt
- Authorized to sell life insurance, health insurance, disability income protection, and annuity products
Volunteer Experience
Host Family for Foreign Exchange Students (2009, 2015) Italy, Chile, Germany, Japan, Philippines, India
Timeline
Relationship Banker
JPMorgan Chase
12.2025 - Current
Financial Representative Intern
Northwestern Mutual
06.2024 - 08.2024
GOLF ASSISTANT TO PRO
Valley Lo Country Club
05.2022 - 08.2023
COURSE SUPERVISOR
Willow Hill Golf Course
03.2021 - 08.2021
Bachelor of Science - Business Administration, Finance, Business Economics
University of Dayton
FM 225 - Fixed Income Securities, Debt Markets, And the Macro Economy
London School of Economics
College Preparatory Program Graduate -
New Trier High School