Jevon Fuller
Brooklyn,NY
Summary
Strategic Financial professional versed in assessing client assets and liabilities and providing catered financial services to meet individualized needs. Expertise includes market analysis and lead generation with 21-year history of securing favorable financial transactions aligned with client financial goals. Astute and pragmatic leader, applies analytical and research competencies to guide client sales and purchases, achieving optimal portfolio results.
Overview
1
1
Certification
Work History
PNC BANK
- Consistently recognized as the top revenue producer for the New York Metro district over the past 5 quarters with average monthly generated revenue of $200,000
- Achieved top consumer experience index (CXI) scores with average CXI scores of 9.93
- Utilized strong analytical skills to evaluate client portfolios and make recommendations for improvements
- Supported manager in creating strategies aimed at increasing revenue growth
- Negotiated favorable terms for loans, lines of credit, or other financial products
- Initiated contact with prospective customers through networking, referrals, or cold calling.
CIBC PRIVATE CLIENT ADVISOR
- Maintained strong pipeline of incoming leads with networking, cold calling and referrals
- Developed customized presentations to educate clients about complex financial concepts and strategies
- Sold mutual funds, stocks to achieve quotas
- Monitored client portfolios regularly to ensure alignment with financial objectives
- Fostered strong relationships with clients by providing excellent customer service through regular communication and meetings
- Collaborated with other professionals within the firm to create comprehensive solutions for clients' financial needs.
Education
Bachelor of Science (B.S.): Finance -
Southern New Hampshire University
New Hampshire05.2026
Diploma: General -
Fatima College
Trinidad05.1998
Skills
- Strategic Financial professional
- Market analysis
- Lead generation
- Financial modeling
- Financial analysis
- Investment advisory
- Risk management
- Relationship building
Certification
- New York State General Adjuster, New York State DFS, New York
- Notary Public, New York State DFS, New York
- Canadian Securities License, IFIC, Toronto, 06/2005
- Life License Qualification Program, IFIC, Toronto
Languages
Spanish, Conversational
Timeline
PNC BANK
CIBC PRIVATE CLIENT ADVISOR
Bachelor of Science (B.S.): Finance -
Southern New Hampshire University
Diploma: General -
Fatima College