Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Ricardo Olvera

Whittier,CA

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

13
13
years of professional experience

Work History

Private Client Advisor

J.P. Morgan Chase Bank
05.2011 - Current
  • Recommended specific investments to help clients meet financial goals.
  • Analyzed financial needs of clients and developed tailored strategies.
  • Educated clients on potential risks and rewards associated with various investments.
  • Helped clients make informed decisions about financial future.
  • Managed high net-worth clients'' portfolios, ensuring their investments were aligned with their financial goals.
  • Identified opportunities for cross-selling additional banking products or services based on a deep understanding of each client''s individual needs.

Education

No Degree - Business Administration

Cal State University Northridge
Northridge, CA

High School Diploma -

Lynwood High School
Lynwood, CA
06.2006

Skills

  • Financial Advising
  • Portfolio construction
  • Financial Goal Planning
  • Business Development
  • Retirement needs
  • Financials Analysis
  • Wealth Management

Languages

Spanish
Full Professional

Timeline

Private Client Advisor

J.P. Morgan Chase Bank
05.2011 - Current

No Degree - Business Administration

Cal State University Northridge

High School Diploma -

Lynwood High School

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Ricardo Olvera