JOHNNY KAKARIGI
Grass Valley,CA
Summary
Meticulous adviser with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
15
15
years of professional experience
Work History
PRIVATE CLIENT ADVISER
J.P. Morgan Chase BANK, N.A.
GRASS VALLEY
07.2017 - Current
- Conducted client meetings to discuss financial goals and objectives.
- Developed long-term investment plans for clients based on their individual needs.
- Provided comprehensive advice on asset allocation, portfolio construction, and diversification strategies.
- Analyzed client portfolios to identify areas of risk and recommend adjustments as needed.
- Monitored investments regularly to ensure they remain in line with clients' objectives.
PRIVATE CLIENT BANKER
J.P. MORGAN CHASE BANK, N.A.
AUBURN
09.2013 - 07.2017
- Provided comprehensive financial advice to high net worth clients.
- Identified financial needs of customers and presented appropriate product and service options.
Relationship Banker
J.P. Morgan Chase BANK, N.A.
ROSEVILLE, CA
07.2009 - 09.2013
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
Teller
JP Morgan Chase BANK, N.A.
VENTURA
10.2008 - 07.2009
- Provided exceptional customer service while accurately processing routine transactions.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Skills
- SERIES 6 8/11/2012
- SERIES 7 8/11/2016
- SERIES 63 8/20/2012
- SERIES 66 9/24/2016
- LIFE INSURANCE 9/2012
Timeline
PRIVATE CLIENT ADVISER
J.P. Morgan Chase BANK, N.A.
07.2017 - Current
PRIVATE CLIENT BANKER
J.P. MORGAN CHASE BANK, N.A.
09.2013 - 07.2017
Relationship Banker
J.P. Morgan Chase BANK, N.A.
07.2009 - 09.2013
Teller
JP Morgan Chase BANK, N.A.
10.2008 - 07.2009