Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Hazel Devre

New York

Summary

Driven financial professional with 2+ years of experience in wealth management eager to apply financial knowledge and sales skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Private Client Banker

JP Morgan Chase & Co.
09.2024 - Current
  • Collaborated with wealth management and mortgage bankers in creating customized financial plans for affluent clients
  • Participated in existing client and prospective client meetings representing wide array of services
  • Proactively managed clients overall banking experience through fostering a personalized approach
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.

Investment Advisor

Equitable Advisors
06.2023 - 06.2024
  • Collaborated with senior advisors in providing a holistic view on financial markets and retirement planning for retail investors
  • Presented alternative fixed-income investment strategies to prospective investors
  • Monitored client portfolios through assessing diversification and risk exposure
  • Met with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.

Public Relations Intern

Lividini & Company
08.2022 - 12.2022
  • Conducted industry research for luxury fashion retail clients and helped increase client sales by 60% in December 2022
  • Researched various options to help strengthen the client's strategy and brand awareness
  • Pitched proposals to executives which vetted future business relationships with prospective clients

Junior Copywriter

100 Roses from Concrete
05.2022 - 08.2022
  • Led the copywriting and editing of 5 new social media posts to double Urban League of Union County's social media following on Facebook, Instagram, and Twitter
  • Co-wrote and developed scripts for a public service announcement video

Founder & Writer

Fusion Food Blog
06.2016 - Current
  • Founded Instagram blog: @theindaliankitchen
  • Researched, designed, and developed 31 written posts for blog's fusion food recipes

Education

Bachelor of Arts - Political Science

Seton Hall University
01.2023

Skills

  • Client acquisition
  • Portfolio management
  • Loss prevention
  • Financial planning
  • Asset allocation
  • Relationship management
  • Bloomberg Terminal

Certification

  • FINRA Certification, Securities Industry Essentials Certification, Series 66, Series 6
  • NY Life, Accident, and Health Insurance Agent License

Timeline

Private Client Banker

JP Morgan Chase & Co.
09.2024 - Current

Investment Advisor

Equitable Advisors
06.2023 - 06.2024

Public Relations Intern

Lividini & Company
08.2022 - 12.2022

Junior Copywriter

100 Roses from Concrete
05.2022 - 08.2022

Founder & Writer

Fusion Food Blog
06.2016 - Current

Bachelor of Arts - Political Science

Seton Hall University

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