Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Leon E. Akavalos

Leon E. Akavalos

West Haven,United States

Summary

Private Banking professional prepared to leverage expertise in client relationship management to drive financial growth. Proven ability to identify and implement effective strategies for asset enhancement while ensuring compliance with regulatory standards. Known for strong collaboration skills and consistent achievement of results.

Overview

18
18
years of professional experience
3
3
Certification

Work History

Private Client Banker

J. P Morgan Chase & Co.
09.2023 - Current


  • Delivered strong results in new investment account acquisition through strategic prospecting and networking efforts by increasing sales to over 4 MM
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth resulting in over $10 MM in new money YTD
  • Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests which resulted in new branch digital conveniences enrollment over 1000 %

Operator/ President

LA Capital Management, LLC
12.2016 - 12.2022
  • LA Capital Management, LLC monitors, oversees, and manages a diverse portfolio of assets by primarily operating a real estate property, while buying and selling financial securities and conducting financial market research
  • Increased overall portfolio returns through the analysis of financial markets trends and historical research, executing strategic trades and managing real estate activities


Premier Banker/ Personal Banker II/ Brokerage Associate

Wells Fargo Bank, N.A.
04.2014 - 04.2022


  • Delivered excellent customer service and shared best practices by fostering a culture of excellence within the team.
  • Collaborated with team members to meet branch sales goals and improve overall performance, while Increasing referrals from satisfied customers, resulting in new business and revenue growth
  • Sales leader in Greater Connecticut from 2014-2018 for insurance sales, STS factor/ day production, partner referrals, business banking solutions, commercial and small business lending as well as closed investment units

Education

Bachelor of Arts - History

Southern Connecticut State University
New Haven, CT
01.2004

Skills

  • Banking
  • Relationship building and management
  • Business Acumen
  • Recommend financial products
  • Credit analysis and education
  • Wealth Management
  • Evaluate financial histories

Accomplishments

  • J.P Morgan Chase Private Client Banker/ Assistant Vice president
  • FINRA Licenses: Series 7, 63, and 66, Life/ Health; SAFE Act, NMLS registered; and Notary and Medallion stamp certified.
  • Expert knowledge in private banking, credit solutions, investments and retirement, business banking, depository and complex accounts, online banking and mobile banking conveniences, mortgage and other lending products and financial services
  • Established business owner with over 8 years of balance sheet growth by growing a personal portfolio based on real estate, trading, investment and leverage activities
  • Achieved national sales recognition through effectively partnering with team experts to help clients reach their personal and business goals.

Certification

  • Series 7 License - Financial Industry Regulatory Authority (FINRA).
  • Series 63 and 66 License - North American Securities Administrators Association and FINRA.
  • Insurance Licenses, Life, Health, and Annuities – Connecticut Department of Insurance.

Timeline

Private Client Banker

J. P Morgan Chase & Co.
09.2023 - Current

Operator/ President

LA Capital Management, LLC
12.2016 - 12.2022

Premier Banker/ Personal Banker II/ Brokerage Associate

Wells Fargo Bank, N.A.
04.2014 - 04.2022

Bachelor of Arts - History

Southern Connecticut State University

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Leon E. Akavalos