Accomplished Branch Manager with a proven track record at JPMorgan Chase, enhancing customer satisfaction and exceeding sales targets through expert branch operations management and exceptional coaching abilities. Fostered key client relationships and led a team to drive revenue growth, demonstrating both financial advising acumen and relationship-building prowess.
Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.
Energetic and results-driven, possessing strong foundation in leadership and operational management. Adept in financial oversight and staff development, ensuring efficient branch performance and customer satisfaction. Dedicated to driving organizational growth and fostering positive team environment.
FINRA Series 6: Investment Company and Variable Contracts Products Representative
FINRA Series 63 - Uniform Securities Agent
State Law Exam
Health & Life Insurance Agent [Including
Annuities & Variable Contracts]
FINRA Series 6: Investment Company and Variable Contracts Products Representative
FINRA Series 63 - Uniform Securities Agent
State Law Exam
Health & Life Insurance Agent [Including
Annuities & Variable Contracts]
NMLS (Nationwide MultiState/Mortgage
Licensing System and Registry)