Steven Perez
Staten Island,NY
Overview
8
8
years of professional experience
2
2
Languages
Work History
Associate Banker Market Expansion
JPMorgan Chase & Co
03.2024 - Current
- Initial contact for clients' financial needs, building network and meaningful relationships while working with financial advisors.
- Assist clients with services, such as opening accounts, loans, credit applications, investment referrals, and CDs.
- Assist businesses open accounts, lines of credit, and proper documentation.
- Maintain relationships follow up on future needs and financial planning.
Manager of Operations
Foot Locker Inc
10.2019 - 03.2024
- Streamlined project management with effective communication and collaboration across cross-functional teams.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Developed high-performing teams through effective coaching, mentoring, and performance management strategies.
Software Technician
VP Technology
06.2017 - 08.2019
- Contributed to product development by conducting thorough testing and providing detailed feedback on bugs and areas of improvement.
- Fostered productive relationships with key stakeholders such as vendors, service providers, and internal teams through clear communication channels.
- Implemented effective backup strategies, safeguarding critical data from loss or corruption.
Education
BBA - Business Administration And Management
College of Staten Island of The City University of New York
Staten Island, NY 05.2001 - 12.2025
Associate of Applied Science - Business Finance
CUNY College Of Staten Island
Staten Island, NY 05.2001 -
Skills
Investment strategies
Portfolio management
Sales proficiency
Financial planning
Analyzing data
Microsoft 365
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Timeline
Associate Banker Market Expansion
JPMorgan Chase & Co
03.2024 - Current
Manager of Operations
Foot Locker Inc
10.2019 - 03.2024
Software Technician
VP Technology
06.2017 - 08.2019
BBA - Business Administration And Management
College of Staten Island of The City University of New York
05.2001 - 12.2025
Associate of Applied Science - Business Finance
CUNY College Of Staten Island
05.2001 -