Stephen Dagger
Oceanside,NY
Summary
Dynamic Private Client Banker at JPMorgan Chase with a proven track record in cultivating high-net-worth relationships and optimizing investment portfolios. Skilled in time management and adaptability, I excel in executing strategic financial solutions while ensuring compliance. My expertise in analyzing market trends and effective communication drives client success and satisfaction.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Private Client Banker
JPMorgan Chase
Port Washington, NY
12.2009 - Current
- Cultivated relationships with high-net-worth clients to understand financial needs and provide tailored banking solutions.
- Executed account management tasks, ensuring compliance with regulatory standards and internal policies.
- Facilitated loan applications by gathering documentation and assessing client financial profiles for creditworthiness.
- Provided expert guidance on investment products, helping clients optimize portfolios based on risk tolerance and goals.
Floor Broker
New York Stock Exchange, NYSE
New York, NY
01.1993 - 04.2008
- Analyzed market trends to inform trading decisions and optimize portfolio performance.
- Executed trades across various asset classes while maintaining compliance with regulatory standards.
- Monitored real-time data feeds to identify trading opportunities and mitigate risks effectively.
- Collaborated with team members to develop strategic trading strategies aligned with market conditions.
Education
Bachelor Of Business Administration And Management -
Molloy College
Rockville Centre, NY05.1991
Skills
- Team Work
Time Management
Leadership
Communication
Team Work
Certification
Series 7
Series 63
New York Life
Timeline
Private Client Banker
JPMorgan Chase
12.2009 - Current
Floor Broker
New York Stock Exchange, NYSE
01.1993 - 04.2008
Bachelor Of Business Administration And Management -
Molloy College