Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Richard Aguiar Milanes

Burnsville,MN

Summary

Performance driven and Spanish bi lingual financial professional with 7+ years of experience in military leadership, logistics, banking, and accounting. Proven track record in growing the business while building and maintaining effective relationships with clients and partners. Extensive experience in managing confidential and sensitive client information, while successfully recommending products and services.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Licensed Relationship Banker

JP Morgan Chase
03.2023 - Current
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Strong relationships with Financial Advisors, Home Lending Advisors, and Business Banking Partners to achieve client financial success.

Associate Accountant

CBRE
06.2021 - 11.2021
  • Financial data monitoring and financial report preparations within compliance of accounting methods policies and principals.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.

Personal Banker

Wells Fargo Bank, N.A.
10.2019 - 03.2020
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Sargent

United States Marine Corps
08.2011 - 08.2016
  • Trained, supervised and organized over 150 marines and personnel.
  • Successfully managed accounts with an estimated value of $50 million.
  • Sustained a minimum of 95% personnel readiness.
  • Led team in developing strategic plans to meet operational objectives.
  • Lead the role of obtaining ISO 9000 certification.

Education

Bachelor of Science - Finance

Rasmussen University
Minnesota, USA
12.2021

Skills

  • Financial Knowledge
  • Client Rapport-Building
  • Client Needs Assessment
  • Investment Advising
  • Risk Assessment
  • Investment Analysis
  • Credit Management
  • Goals and Performance

Certification

  • Life and Health
  • SIE
  • Series 6
  • Series 63

Languages

Spanish
Native or Bilingual

Timeline

Licensed Relationship Banker

JP Morgan Chase
03.2023 - Current

Associate Accountant

CBRE
06.2021 - 11.2021

Personal Banker

Wells Fargo Bank, N.A.
10.2019 - 03.2020

Sargent

United States Marine Corps
08.2011 - 08.2016

Bachelor of Science - Finance

Rasmussen University

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Richard Aguiar Milanes