Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Yanni Nodaros

Douglaston,NY

Summary

Highly motivated and results-oriented financial professional seeking to grow in finance. Excels at maximizing client satisfaction by utilizing in-depth product knowledge, and financial analysis. Looking to collaborate with teammates who are seeking a determined and dependable individual to add value to the business.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker

JPMorgan Chase & Co.
New York, NY
09.2022 - Current
  • Manages portfolio of diverse high net worth clients with an AUM of $25M by actively cross-selling products and services, and partnering with JPMorgan specialists with an emphasis on wealth management
  • Exceeds production targets for all banking solutions averaging 110%-140% of production standards
  • Analyzes competitive market strategies through related product and market trends
  • Establishes strong relationships with clients by analyzing clients unique financial situations and identifying investment, banking, and lending solutions to sustain and deepen relationships
  • Partners with JPMorgan business specialists to lead an increase in business lending to enhance managed cash flow
  • Positions banking and investment products as industry leading, value-added solutions to achieve client buy-in and interest
  • Prioritizes the delivery of seamless client experience while managing the end-to-end onboarding lifecycle of financial reviews and documentation management for Know Your Client (KYC) compliance
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management

Analyst

Arista Designs
Queens, NY
10.2019 - 05.2022
  • Performed cost-benefit analysis to evaluate project feasibility
  • Processed and reviewed financial statements, cost and revenue analysis, and other financial reporting
  • Produced and tracked purchases orders, invoices, and recorded company transactions
  • Analyzed financial performance, developed business valuations, monitored market trends
  • Displayed communication and team building skills to process and deliver statements in an efficient and
    timely manner

Education

Finance

Baruch College
New York, NY

Skills

  • Relationship Building and Management
  • Financial Advising
  • Business Development
  • Sales Expertise
  • Financial Analysis
  • Salesforce
  • Proficient in Microsoft Office applications

Certification

  • FINRA SIE (Securities Industry Essentials)
  • FINRA SERIES 6 (Investment Company and Variable Contracts Products Representative)
  • FINRA SERIES 63 ( Uniform Securities Agent State Laws)
  • FINANCIAL EDGE - The Investment Banker Micro-Degree ( M&A analysis, Financial Modeling and Valuation)

Timeline

Relationship Banker

JPMorgan Chase & Co.
09.2022 - Current

Analyst

Arista Designs
10.2019 - 05.2022

Finance

Baruch College

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Yanni Nodaros