Chris Malone Email and Phone Number
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Experienced wealth management professional with a proven ability in exceeding production goals while working well with clients, colleagues, and centers of influence. Team-oriented leader responsible for setting strategic direction and implementing initiatives that generate business and promote growth. Consistently strong in relationship building, managing the sales process, and retaining clients
J.P. Morgan Private Bank
View- Website:
- jpmorgan.com
- Employees:
- 75129
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Vice President, BankerJ.P. Morgan Private BankColumbus, Oh, Us
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Vice President, Relationship ManagerKey Private Bank Aug 2022 - PresentColumbus, Ohio -
Assistant Vice President, Relationship StrategistPnc Aug 2019 - Aug 2022Columbus, Ohio• Coordinate with team members to develop action plans through the discovery of client goals and objectives to deliver an exceptional client experience• Responsible for growing my book of business through client expansion and new client acquisition through development and execution strategies to proactively source new relationships for the bank• Owns communication and contact strategies in addition to the execution of team processes to ensure client expansion opportunities are captured. Maintain sufficient knowledge of partner offerings to make business-appropriate introductions -
Senior Investment AnalystPnc Apr 2017 - Aug 2019Columbus, Ohio• Assist our Investment Advisors in providing portfolio and relationship management services to high-net-worth clients. Manage these accounts in accordance with the client's goals and objectives by incorporating PNC's integrated investment approach, philosophy, and platform.• Responsible for delivering the PNC investment experience, providing actionable advice, market insight, and reporting on investment results.• Assists in maintaining and growing assets under management and is an active participant in the sales efforts of the business through the introduction and expansion of financial services to both prospects and clients.
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Asset Management AnalystPnc Feb 2016 - Apr 2017Cleveland, Ohio• Identify and appropriately mitigate different types of risk associated with clients' banking, investments, fiduciary and wealth strategy needs, such as regulatory, reputational, operational and credit. Manage risk and help ensure quality for new and existing clients.• Participate in and support new client acquisition and sales growth strategies to develop skills needed to independently generate new business and revenue. Support the sales process by preparing sales presentations, investment materials and recommendations, etc• Analyze information and apply critical thinking skills to design and execute client solutions including developing and implementing client retention strategies or identifying, monitoring, and addressing at-risk client situations.
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Financial Sales ConsultantPnc Aug 2014 - Feb 2016Columbus, Ohio• Assess and recommend tailored financial solutions for both individuals and small businesses• Proactively approach new and existing clients to deliver a broad range of deposit, cash management, investment, and lending products to assist clients in achieving their goals and objectives• Collaborate with respective teams and centers of influence to cross sell the appropriate financial products
Chris Malone Skills
Chris Malone Education Details
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Graduate -
Financial Planning And Services
Frequently Asked Questions about Chris Malone
What company does Chris Malone work for?
Chris Malone works for J.p. Morgan Private Bank
What is Chris Malone's role at the current company?
Chris Malone's current role is Vice President, Banker.
What is Chris Malone's email address?
Chris Malone's email address is ch****@****pnc.com
What is Chris Malone's direct phone number?
Chris Malone's direct phone number is +133096*****
What schools did Chris Malone attend?
Chris Malone attended The Ohio State University, Kaplan University.
What are some of Chris Malone's interests?
Chris Malone has interest in New Technologies, Sports, Martial Arts, Swimming, Sales, Children, Volunteering, Snowboarding, Community Involvement, Music.
What skills is Chris Malone known for?
Chris Malone has skills like Sales, Leadership, Event Planning, Social Networking, Customer Service, Microsoft Office, Management, Finance, Investments, Powerpoint, Advertising, Financial Services.
Who are Chris Malone's colleagues?
Chris Malone's colleagues are Valdrin Bajraktari, Valarie Mchugh, Nate Prasse, Norell Yip, Maggie Braun, Colin Randall, Antonino Porta.
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Chris Malone
Newtown Square, Pa -
Chris Malone
Greater Boston
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