Jad Jaber
Indian Wells,CA
Summary
Resourceful Vice President with over 7 years of results-oriented experience in business intelligence and operations management. Culturally-sensitive and ethical professional with demonstrated success in developing and implementing optimized solutions. Versatile leader recognized for driving results in collaborative, inclusive manner.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Vice President Private Client Banker
JP Morgan Chase
San Diego, CA
10.2022 - Current
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
- Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.
- Referred to Wealth Management total of 8.9 Million in 6 months.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Financial Consultant
BBVA Compass Bank
Houston, Texas
01.2022 - 10.2022
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
Small Business Specialist
Wells Fargo & Company
Houston, Texas
06.2018 - 11.2021
- Increased client satisfaction by providing personalized small business solutions and support.
- Enhanced small business growth through targeted marketing strategies and financial analysis.
- Conducted comprehensive market research for informed decision-making and strategic planning.
- Streamlined operational processes, improving efficiency and reducing overhead costs.
Education
Bachelor of Science - Business Management
University of Phoenix
Tempe, AZ06-2023
MBA - Finance
Louisiana State University And A&M College
Baton Rouge, LACertificate - Certified Financial Planner Training
Dalton LSU
Baton Rouge, LACertificate - Data Analysis
Thinkful Academy
Los AngelesSkills
- Compliance knowledge
- Portfolio Management
- Client acquisition
- Product presentation
- Business Planning
- Operations Analysis
- Trend analysis expertise
- Stock market understanding
- Communication
- Sales expertise
- Technology expertise
- Problem-Solving
Certification
- Finra Series 6
- Finra Series 63
- Finra SIE
- Certified Financial Planner Training
Languages
Arabic
Full Professional
French
Professional
Accomplishments
- National Achiever
Timeline
Vice President Private Client Banker
JP Morgan Chase
10.2022 - Current
Financial Consultant
BBVA Compass Bank
01.2022 - 10.2022
Small Business Specialist
Wells Fargo & Company
06.2018 - 11.2021
Bachelor of Science - Business Management
University of Phoenix
MBA - Finance
Louisiana State University And A&M College
Certificate - Certified Financial Planner Training
Dalton LSU
Certificate - Data Analysis
Thinkful Academy