Curtis Allen

Curtis Allen Email and Phone Number

Executive Director at J.P. Morgan Private Bank @ J.P. Morgan
new york, new york, united states
Curtis Allen's Location
Birmingham, Michigan, United States, United States
Curtis Allen's Contact Details

Curtis Allen personal email

n/a
About Curtis Allen

Curtis Allen is a Executive Director at J.P. Morgan Private Bank at J.P. Morgan. He possess expertise in private banking, financial services, wealth management, finance, mortgage banking and 15 more skills.

Curtis Allen's Current Company Details
J.P. Morgan

J.P. Morgan

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Executive Director at J.P. Morgan Private Bank
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Curtis Allen Work Experience Details
  • J.P. Morgan
    Executive Director
    J.P. Morgan Feb 2022 - Present
    I help individuals and their families preserve, build, and manage all areas of their wealth.
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  • J.P. Morgan
    Vice President
    J.P. Morgan Jan 2018 - Feb 2022
    Birmingham, Michigan
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  • Jpmorgan Chase & Co.
    Vice President, Private Client Branch Manager
    Jpmorgan Chase & Co. Jan 2011 - Dec 2017
    Bloomfield Hills, Michigan
    Responsible for all functions and staff within the branch, with a emphasis on a creating a great employee and client experience.Develop and cultivate long-term business and consumer relationships to ensure branch sales growth and client retention.Achieve business growth by improving revenue and expense, while exceeding clients’ expectations.Actively coach employees to achieve sales results, and source new customer business while providing superior customer service.Build effective relationships with clients, business partners, staff, and members of the community.
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  • Jpmorgan Chase
    Banker
    Jpmorgan Chase Jun 2009 - Dec 2010
    Southeast Mi
    National Achieving Banker in 2010, ranked in the top 2% of all bankers at JPMorgan Chase.Successfully completed FINRA Series 6, 63, and Life Insurance licensing process.Built relationships with customers by providing them with products and services to meet their ever-changing needs.
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  • B & R Sports
    Assoc. District Manager
    B & R Sports Jan 1998 - May 2009
    Southeast Mi
    Used my sales leadership and management expertise to grow the retail business in 8 different locations across 2 states.

Curtis Allen Skills

Private Banking Financial Services Wealth Management Finance Mortgage Banking Retirement Planning Banking Cross Selling Retail Banking Lines Of Credit Branch Banking Credit Cards Loans Credit Series 7 Series 63 Financial Planning Financial Advisory Relationship Management Branch Management

Curtis Allen Education Details

  • Oakland University
    Oakland University
    Management & Finance

Frequently Asked Questions about Curtis Allen

What company does Curtis Allen work for?

Curtis Allen works for J.p. Morgan

What is Curtis Allen's role at the current company?

Curtis Allen's current role is Executive Director at J.P. Morgan Private Bank.

What is Curtis Allen's email address?

Curtis Allen's email address is cu****@****gan.com

What schools did Curtis Allen attend?

Curtis Allen attended Oakland University.

What skills is Curtis Allen known for?

Curtis Allen has skills like Private Banking, Financial Services, Wealth Management, Finance, Mortgage Banking, Retirement Planning, Banking, Cross Selling, Retail Banking, Lines Of Credit, Branch Banking, Credit Cards.

Who are Curtis Allen's colleagues?

Curtis Allen's colleagues are Cheuk Hei Terence Yip, Nick Singh, Ll Ii, Venkat Dubash L, Cfa, Marco C., Brittany Marchiando, Ben Stokes.

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