Reece Ruggerio
Columbus
Summary
Product-focused professional with 4+ years in financial services, client relationship management, and strategic product delivery. MBA graduate currently pursuing a Data Analytics Certificate to enhance product strategy and continuing development of data analysis knowledge. Adept to translating insights into scalable, risk-conscious solutions that align with stakeholder needs.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business Relationship Manager
JPMorgan Chase
Columbus
06.2024 - Current
- Manage and build a portfolio of 250+ Chase Business clients through data-driven planning and performance tracking
- Utilize internal data tools to analyze usage trends and performance metrics, leverage expert product knowledge, and gather client feedback to inform strategic recommendations
- Collaborate with Business Banking product teams to identify process gaps through data and propose enhancements to improve Chase product offerings
- Train new team members on customer relationship management systems and compliance procedures to streamline onboarding process
- Focus on relationship building to increase client engagement with Chase Business services and grow small business market share
Community Home Lending Advisor
JPMorgan Chase
Columbus
06.2021 - 06.2023
- Developed and delivered training initiative to 130 lending advisors to improve access to assisted lending programs
- Recognized for outstanding performance, top 5 out of 78 advisors in customer satisfaction, conversion rates, and performance metrics
- Coordinated with risk, and compliance teams to align product offerings and service enhancements with regulatory standards
- Conducted in-depth client financial analysis to guide lending recommendations
Account Manager & Loan Advisor
Homeside Financial dba. LOWER.COM
New Albany
10.2020 - 05.2021
- Produced data-driven performance reports on sales and operations, identifying opportunities for process improvement
- Supported clients through the mortgage process, translating complex financial requirements into simple, actionable steps
- Performed in a fast-paced, tech-driven environment to deliver innovative, customer-focused solutions
Education
MBA - Business Administration and Management
Southern New Hampshire University
12.2024
Bachelor of Science - Tourism, Hospitality and Event Management
Bowling Green State University
12.2019
Skills
- Data analysis & visualization
- Product delivery & requirements gathering
- Microsoft Office Suite
- Client relationship management
- Leader & positive change agent
- Risk & compliance awareness
Certification
eCornell Data Analytics, 08/01/25
Groups
- Adelante
- LGBTQ+ Affairs
- Next Gen
- Women on the Move
Timeline
Business Relationship Manager
JPMorgan Chase
06.2024 - Current
Community Home Lending Advisor
JPMorgan Chase
06.2021 - 06.2023
Account Manager & Loan Advisor
Homeside Financial dba. LOWER.COM
10.2020 - 05.2021
MBA - Business Administration and Management
Southern New Hampshire University
Bachelor of Science - Tourism, Hospitality and Event Management
Bowling Green State University
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