Jason D Snyder
Denver,CO
Summary
Driven Senior Premier Banker able to handle a wide range of financial needs, from retirement planning & insurance decisions to lending & bank products. Decisive planner and problem-solver with understanding of marketing and sales strategies that drive business growth. 20-year track record working with financial products.
Overview
21
21
years of professional experience
Work History
Senior Premier Banker
Wells Fargo
04.2019 - Current
- Developed a book of business and maintained high to ultra high net worth customer relationships,
- Provided advice on different bank products and financial investment options.
- Collected info from customers about income, assets, investments, and credit to analyze info to develop customized plans identifying options and services that will best meet customers financial needs and goals
- Promoted to Senior Premier Banker
Consultant
Allstate
06.2018 - 04.2019
- Worked with multiple Allstate Insurance business owners across Houston developing sales strategies tailored to each individual location
- Educated clients on various financial matters and provided professional recommendations on life insurance, investment opportunities, products and services based on each clients individual needs
Financial Advisor
LPL Financial
03.2014 - 04.2018
- Covered several TDECU branches across Houston catering to member investment needs
- Advised clients on market conditions and built tailored portfolios to match individual risk tolerances and goals
- Developed and expanded both new as well as existing Credit Union relationships
- 2014 went Independent and co-founded a wealth management firm in Houston TX
- Worked on developing new clientele as well as managing a book of business
Financial Advisor
Merrill Lynch
08.2011 - 02.2014
- Identified, profiled and met with clients to analyze and review financial goals
- Worked in partnership with retail banking partners to assess client needs and refer to appropriate internal service providers
- Advised clients on market conditions and built tailored portfolios to match individual risk tolerances and goals
- Developed bank relationships by acquiring new business as well as cultivation of current accounts
- Consistently met monthly targets of 1 Million new money goals
Financial Advisor
JP Morgan Chase
08.2006 - 01.2011
- Covered 5 retail locations and managed book of clients including small business owners, corporations and other business entities
- Advised clients on market conditions and built tailored portfolios to match individual risk tolerances and goals
- Trained and supervised support staff on ways to profile and provide investment advice
- Developed bank relationships by acquiring new business as well as cultivation of current accounts
- Consistently met monthly targets of 1 Mill new money goals
Senior Licensed Personal Banker
JP Morgan Chase
03.2004 - 08.2006
- Acquired and deepened banking relationships through profiling, coaching and partnering with bank personnel
- Formed strategic relationships inside the financial sector as well as various business vendors in order to provide banking, lending and investment solutions
Education
Bachelor of Business Administration - Finance, Information Systems
2002
Skills
- Series 7, Series 6, Series 63, Series 66 and Group 1 Licenses
- Wealth Management and Retirement Planning
- Financial Analysis
- Life Insurance
- Relationship Building
- Client Needs Analysis
- Prospecting Techniques, Closing and Sales Negotiation
- Team Leader
- Stocks, Bonds, Mutual Funds, Managed Money, BDC's and REIT's
- Territory Management
- Banking
- Customer Service
- Trend Analysis Expertise
Personal Interests
Golfing / Skiing / Snowboarding / Wakeboarding / Mountain Biking
Volunteer Work
- Habitat for Humanity
- Boys and Girls Club
- Big Brothers Big Sisters
Timeline
Senior Premier Banker - Wells Fargo
04.2019 - Current
Consultant - Allstate
06.2018 - 04.2019
Financial Advisor - LPL Financial
03.2014 - 04.2018
Financial Advisor - Merrill Lynch
08.2011 - 02.2014
Financial Advisor - JP Morgan Chase
08.2006 - 01.2011
Senior Licensed Personal Banker - JP Morgan Chase
03.2004 - 08.2006
BAYLOR UNIVERSITY - Bachelor of Business Administration, Finance, Information Systems