Deborah Gilbert

Deborah Gilbert Email and Phone Number

Blogger @ Sumter, SC, US
Sumter, SC, US
Deborah Gilbert's Location
Sumter, South Carolina, United States, United States
Deborah Gilbert's Contact Details

Deborah Gilbert work email

Deborah Gilbert personal email

n/a
About Deborah Gilbert

Deborah Gilbert has been involved in the financial world for 19years. This tenure includes the successful ownership of an insurance agency and more recently the position of private client banker for Chase Bank. Client relationship building has been the focus of her financial career, strategizing with clients to assist them in accomplishing their financial goals. Her dedication to protecting customer retention through building financial relationships has always been foremost in her client interactions. Marketing, new client acquisitions and customer retention were crucial to the successful growth of her agency and in the building of banking client relationships.

Deborah Gilbert's Current Company Details
Travel Dreamers Essentials LLC

Travel Dreamers Essentials Llc

Blogger
Sumter, SC, US
Deborah Gilbert Work Experience Details
  • Travel Dreamers Essentials Llc
    Blogger
    Travel Dreamers Essentials Llc
    Sumter, Sc, Us
  • Jpmorgan Chase Bank, N.A.
    Private Client Banker
    Jpmorgan Chase Bank, N.A. Nov 2021 - Mar 2023
    California, United States
  • Wells Fargo Bank
    Personal Banker
    Wells Fargo Bank Jul 2013 - Sep 2021
    Napa, California
    Build rapport with customers to encourage open conversations regarding their financial needs and plans. Assist clients with financial management options with regards to personal finances and trusts. Strengthen client/bank financial relationship through sales upgrade and cross-selling opportunities which satisfy needs of client, protecting several million in client assets. Diffuse upset clients.
  • Pettitt Insurance Agency
    Owner/Agent
    Pettitt Insurance Agency Mar 2008 - Oct 2012
    West Linn, Oregon
    Licensed in Property & Casualty, Health, Life, series 6 and 63 – Sales; working with clients to understand their personal, business, financial needs, and estate planning; diffuse upset clients and assist them in resolving their issues, brought in 12 new commercial clients the last two years, increasing value of book of business by $20,000; work as liaison between client and claims adjuster; hire, train and empower employees to become successful in attaining their goals.
  • Estacada Insurance Mart
    Office Mgr/Agent
    Estacada Insurance Mart Sep 2002 - Feb 2008
    Estacada, Oregon
    Licensed in Property & Casualty, Health, Life – Office management, sales, working with clients to understand and satisfy their financial needs, diffuse upset clients, work as liaison between client and claims adjuster to settle with best possible deal for client.
  • Dare To Dream Farm
    Owner/Instructor/Trainer
    Dare To Dream Farm Nov 1983 - Mar 1999
    Damascus, Oregon
    Created and managed a therapeutic horseback riding program for children and adults with disabilities which grew to be the largest Special Olympics equestrian program in Oregon. Competition team included 12 horses and 25 riders. Program incorporated non-disabled riders and at risk youth. This program empowered students to reach success in competition furthering the development of life skills and promoting team success. During the process of building my program I networked with various organizations including other therapeutic centers, Shriners Hospital and various group homes.

Deborah Gilbert Skills

Leadership Microsoft Office Cross Selling Management Project Management Banking Investments Customer Service Loans Insurance Financial Analysis Financial Services Sales

Deborah Gilbert Education Details

Frequently Asked Questions about Deborah Gilbert

What company does Deborah Gilbert work for?

Deborah Gilbert works for Travel Dreamers Essentials Llc

What is Deborah Gilbert's role at the current company?

Deborah Gilbert's current role is Blogger.

What is Deborah Gilbert's email address?

Deborah Gilbert's email address is de****@****rgo.com

What schools did Deborah Gilbert attend?

Deborah Gilbert attended University Of Strathclyde, Saint Mary's College Of California, San Diego State University.

What skills is Deborah Gilbert known for?

Deborah Gilbert has skills like Leadership, Microsoft Office, Cross Selling, Management, Project Management, Banking, Investments, Customer Service, Loans, Insurance, Financial Analysis, Financial Services.

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