JONATHAN R. WOODS
Chicago,IL
Summary
Dedicated team player and diligent employee with twenty years of finance industry experience, which includes sixteen years as a portfolio manager analyst in the fixed income investments industry and volunteer work as a non-profit board treasurer. Currently seeking to grow in my expertise by managing new opportunities, gaining further knowledge in other areas of investment management and operations, and working towards a Chartered Financial Analyst certification.
Overview
25
25
years of professional experience
Work History
Private Client Banker
Chase Bank
Chicago, IL
01.2023 - Current
- Responded promptly to client inquiries regarding their accounts or services offered by the bank.
- Identified opportunities for cross selling additional products and services based on customer needs analysis.
- Collaborated closely with colleagues from other divisions within the bank when necessary.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
Club Treasurer
Lake View Social Club
Chicago, IL
02.2018 - Current
- Maintain monthly reporting of revenues, expenses, and account totals.
- Ensuring club expenses are paid.
- Facilitating club charitable responsibilities.
- Communication with 100+ members regarding membership dues and accounts receivables
- Communicates with outside providers to ensure continued operation of club.
Vice President
Multi-Bank Securities, Inc
Chicago, IL
09.2019 - 06.2021
- Utilized the MBS system and researched financial markets and institutions to prospect accounts and build new relationships to benefit company growth
- Successfully transitioned accounts between broker-dealers based on long-term relationship building and diligent prospecting
Fixed Income Sales Representative
Vining Sparks IBG IP
Chicago, IL
02.2007 - 07.2019
- Collaborated with senior account managers to help manage and maximize their revenue with their current account portfolios
- Utilized and developed advanced data management functions within Bloomberg to increase efficiency and service productivity
- Restructured investment policy for a suburban municipality which produced greater investment return and long-term stability while refining their investment strategies and processes
Sales Assistant
Vining Sparks IBG IP
Chicago, IL
11.2005 - 02.2007
- Assisted up to 15 sales representatives daily while successfully increasing their gross revenue and solving trade ticket issues
Customer Service Representative
Midwest Bank
Roselle, IL
06.2000 - 06.2005
- Assisted clients in opening accounts, daily banking transactions, and problem solving when issues arose.
Education
Acquired NASD/FINRA Series 7 & 63 -
01.2006
Bachelor of Science - Finance
Northern Illinois University
DeKalb, IL05.2005
Skills
- PROFESSIONAL TRAITS & TECHNICAL SKILLS
- Highly proficient with Microsoft Excel
- Productive communicator
- Focused and detail-oriented with superior analytical skills
- Experienced at using various database management software programs and presenting with PowerPoint
- Self-motivated and responsible
- Experienced problem solver and investigator
- Committed to company initiatives through outstanding service and consistently high level of performance
- Meticulous record of maintaining compliance industry standards
- Portfolio and finance management
- Cash Flow and Financial Analysis
- Forecasting
- Budgetary Governance
- Budget forecasting expertise
- Accounting and bookkeeping
Timeline
Private Client Banker
Chase Bank
01.2023 - Current
Vice President
Multi-Bank Securities, Inc
09.2019 - 06.2021
Club Treasurer
Lake View Social Club
02.2018 - Current
Fixed Income Sales Representative
Vining Sparks IBG IP
02.2007 - 07.2019
Sales Assistant
Vining Sparks IBG IP
11.2005 - 02.2007
Customer Service Representative
Midwest Bank
06.2000 - 06.2005
Acquired NASD/FINRA Series 7 & 63 -
Bachelor of Science - Finance
Northern Illinois University