Debra Gardner Email & Phone Number

Dayton Oh

Maintained and monitored client accounts across a wide variety of products and services for high net worth clients. Managed daily client transactions and inquiries accurately, within deadlines and in accordance with federal regulations and internal policies and procedures. Advised clients on banking related needs. Identified cross sell opportunities. Researched and resolved client issues through effective interaction with advisors, product partners, branch and operations teams in a timely and professional manner. Maintained office compliance files. Participated in and oversaw department projects.

Jp Morgan Private Wealth Management

As a fully licensed investment assistant, supported the private client advisors. Helped build, deepen and maintain client relationships and assisted advisors with ongoing financial planning. Researched and resolved client inquiries. Helped prepare client meeting and presentations. Facilitated investment trades. Supported business unit operational procedures and compliance requirements through preparation and retention of appropriate forms and records.• Successfully transitioned 900+ clients and investors through a firm-wide conversion to a new trading platform and in-house clearing firm. Impacts included 100% change to all client account numbers; changes in all trading platforms and elimination of all client on line trading• Trained, coached and developed a newly hired, previously unlicensed investment assistant to become a fully licensed and productive member of the investment team resulting in better coverage • Consistently met deadlines through project management skills

Kettering, Oh

Met, profiled and made appropriate recommendations for new and existing branch clients. Successfully partnered with branch Financial Advisor, Mortgage Loan Officer, and Business Relationship Bankers to uncover opportunities and deepen relationships.

Kettering Oh

Assisted with management of $82MM branch. Motivated/coached a team of 8 employees to maximize sales and provide excellent client service. Fostered morale and facilitated change. Proactively sought new customers through telemarketing and referral sources.

Centerville, Oh

Opened new accounts, conducted competent financial check-ups and referred high-value customers to a relationship banker as appropriate. Served as Head Vault Teller responsible for monetary instruments and cash shipment and inventory, as well as allocation of monetary products to 7 branch teller positions. Completed all levels of complexity of customer research and problem resolution.CAR-0222-00870