Marco Pasquali
Utica
Summary
Results-driven wealth manager with 10+ years of experience in financial planning and investment management. Proficient in leveraging financial modeling and economic data to identify investment opportunities and enhance client outcomes. Strong expertise in relationship management, market analysis and portfolio optimization.
Overview
8
8
years of professional experience
Work History
Private Client Advisor
JPMorgan Chase
Oxford, MI
01.2024 - Current
- Collaborated with clients to assess financial goals and develop customized plans that incorporate risk management and tax strategies.
- Provided strategic guidance on product offerings, including investment options, insurance coverage, and debt management solutions.
- Evaluated client portfolios continuously to ensure alignment with financial goals and market conditions.
- Conducted ongoing research on economic shifts and regulatory modifications to support organizational adaptability and growth.
Financial Solutions Advisor
Merrill Lynch
Detroit, MI
04.2022 - 12.2023
- Enhanced portfolio performance through diligent monitoring of market trends and strategic investment recommendations.
- Expanded professional knowledge base by actively participating in training courses, workshops, and seminars relevant to industry trends and practices.
- Consistently delivered results that exceeded performance benchmarks, garnering recognition from management for excellence in client satisfaction and revenue generation.
Private Client Banker
JPMorgan Chase
Troy, MI
12.2019 - 03.2022
- Oversaw $63M assets under management (AUM) , utilizing industry expertise to develop in-depth financial plans that were specifically tailored to individual banking and investing requirements.
- Directed the operations of three company bankers, effectively applying leadership skills to resolve account inquiries and provide comprehensive training on industry best practices.
- Functioned as the key point of contact for high-level banking stakeholders, providing exceptional financial services to premium accounts to maintain positive and functional relations with customers.
- Partnered with company financial advisor to develop and implement new Goal Based Analysis plan, introducing a new workplace strategy that enhanced performance and client interactions.
Licensed Relationship Banker
JPMorgan Chase
Troy, MI
12.2017 - 11.2019
- Handled a book of business of over 500 clientele, leveraging financial acumen to manage $25M in monetary assets and to provide clients with critical recommendations that aided investments.
- Successfully ranked as one of the top 250 bankers across the U.S. within JPMorgan Chase.
- Established and maintained in-depth relations with key bank stakeholders, applying interpersonal skills to deliver exemplary customer services while safeguarding overall company-client relations.
Education
Bachelor of Science - Finance
Oakland University
Rochester, MI12-2016
No Degree -
Comunita Sammarinese
Bologna, San Marino2012
Skills
- Certifications including Series 7, 66, 63, 6, SIE, and Life & Health
- Technical Skills: Financial Planning, Investment Management, Risk Assessment, Tax Planning, Retirement Planning, Estate Planning
- Software Expertise: eMoney, MoneyGuidePro, Morningstar, Bloomberg
- General: Microsoft Office Suite
Timeline
Private Client Advisor
JPMorgan Chase
01.2024 - Current
Financial Solutions Advisor
Merrill Lynch
04.2022 - 12.2023
Private Client Banker
JPMorgan Chase
12.2019 - 03.2022
Licensed Relationship Banker
JPMorgan Chase
12.2017 - 11.2019
Bachelor of Science - Finance
Oakland University
No Degree -
Comunita Sammarinese