I sell bagels and stuff

- Work closely with functions globally across J. P. Morgan and market partners to define the current process, system and organizational landscape and key pain points and opportunities - Elicit and analyze large quantities of data to identify trends and areas of opportunity to help support recommendations for cost efficiency- Develop and documentation of front-to-back business flows- Develop and support business cases and strategy for senior management

- Design complex models using multiple inputs and independent analytical elements; structure models and output to serve various business needs and identify sensitivities- Actively profile competitors to uncover potential gaps in Chase’s strategy across multiple LOBs; use findings to create optimized strategies that provide differentiated solutions to Chase- Analyze internal Chase data to assess the efficiency of current operations and highlight potential areas for opportunity

• Coordinated analytics and created recommendations for cost solutions focused on driving down the variable expense of J.P. Morgan Chase & Co.’s consumer bank customer base.• Generated and analyzed customer profitability channel and household feature data to identify key opportunity areas for expense reduction and efficiency improvement.• Responsible for the production of an Executive Management Review focusing on the analysis of Chase’s Segment I client base. This analysis includes financial summaries, customer demographics, product reviews, and several risk metrics.• Worked together with Customer Profitability to assess the accuracy and correct inconsistencies of large data sets which are used directly in the Segment I Executive Management Review.

• Produce asset management models to assess the financial needs of clients and construct portfolios that are consistent with their goals and risk tolerances.• Actively manage and build high net worth client relationships, through prospecting, daily phone conversations, and seminar presentations.• Built a new process of reporting that drastically improves the way in which our team manages clients’ assets and meets performance objectives, leading to a significant increase in profits. • Construct asset allocation models in Excel that actively manage over 200 clients’ assets with respect to their target allocation.• Coordinate daily, weekly, and monthly market forecasting reports which are sent to clients to keep them abreast of how the global equity markets’ interactions may affect their investments.

• Created, developed, and executed both short- and long-term financial strategies customized to meet clients’ financial goals and needs.• Assessed financial needs of existing and prospective clients, translating needs into strategies and goals.• Attended several client meetings with senior-level Financial Advisers which has allowed me to gain a unique and qualified skill set, focusing on efficient portfolio management as well as listening to clients to extract their most important financial goals. • Gained comprehensive knowledge of marketing, operations, and branch office management.

• Assisted financial advisors in numerous tasks including the evaluation of clients’ financial goals with respect to their specific level of risk.• Created reports on various sectors within the market.