Kevin Hysenbegasi
Brooklyn,New York
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Associate - Banking & Liquidity Sales
J.P. Morgan Wealth Management
06.2023 - Current
- Worked with UHNW advisors and clients within JPMA to provide product knowledge and strategies on how to grow wallet share.
- Utilized suite of private banking deposit products and short term liquid investment options to help advisors garner new business and develop client relationships.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Implemented process improvements for advisors that led to significant time savings.
- Spearheaded promotions offering enhanced banking product rates for clients, gathering significant assets.
- Utilized data-driven insights to optimize marketing efforts targeting specific UHNW customer segments.
- Generated monthly reports on client activity and flows, utilizing this information to strategize on advisor opportunities.
AVP - Wealth Relationship Manager
Citigroup, Wealth Management
08.2020 - 06.2023
- Managed relationships for Citigold and Citigold Private clients.
- Assisted clients in making beneficial and strategic decisions regarding investments, lending, and banking.
- Helped individuals and families build wealth management strategies based on unique goals and objectives.
- Garnered new client relationships and consistently grew the overall deposit book.
- Mentored and coached bankers as well as other bank staff to assist in identifying opportunities for cash management and investments.
AVP - Wealth Advisor
Citigroup, Wealth Management
11.2018 - 08.2020
- Cultivated and grew relationships with Citigold and Citigold Private clients assisting them with financial planning, advice, and investment management.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities.
- Diligently prospected utilizing the branch network and personal connections to grow my book of business and onboard new clients.
- Provided access to financial and estate planning, insurance, and annuities.
Financial Advisor
National Securities Corporation
03.2018 - 08.2018
- Provided information on stocks, bonds, and mutual funds to prospective clients.
- Worked with clients to assess short and long-term financial goals, maintained regular contact with them regarding performance and opportunities.
- Cultivated and strengthened relationships with new clients.
Education
BBA - Business Management
Pace University
New York, NYCertification
- Series 7 license
- Series 63 license
- Series 65 license
- NY Life, Accident, and Health Insurance Agent License
Timeline
Senior Associate - Banking & Liquidity Sales
J.P. Morgan Wealth Management
06.2023 - Current
AVP - Wealth Relationship Manager
Citigroup, Wealth Management
08.2020 - 06.2023
AVP - Wealth Advisor
Citigroup, Wealth Management
11.2018 - 08.2020
Financial Advisor
National Securities Corporation
03.2018 - 08.2018
BBA - Business Management
Pace University
Similar Profiles
Austin HendricksAustin Hendricks
Private Client Advisor - Vice President at J.P. Morgan Wealth ManagementPrivate Client Advisor - Vice President at J.P. Morgan Wealth Management
Jaime JaimesJaime Jaimes
Client Development Professional at J.P. Morgan Wealth ManagementClient Development Professional at J.P. Morgan Wealth Management
Shahd HamedShahd Hamed
Senior Investment Professional at J.P. Morgan Wealth ManagementSenior Investment Professional at J.P. Morgan Wealth Management
Celeste LeungCeleste Leung
Senior VP of Investments - Private Client Advisor at J.P. Morgan Wealth ManagementSenior VP of Investments - Private Client Advisor at J.P. Morgan Wealth Management
Aldony B MarinoAldony B Marino
Guest Advocate (Cashier), General Merchandise, Inbound (Stocking) at TargetGuest Advocate (Cashier), General Merchandise, Inbound (Stocking) at Target