Jordan Coakley Email and Phone Number
Jordan Coakley work email
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Jordan Coakley personal email
I am a young professional at J.P. Morgan in Chicago supporting some of the largest U.S. companies and their international banking and treasury needs. On a daily basis, I facilitate pre-sale and post-sale business activities such as volume estimates and product pricing, identify and pitch solutions that fit client needs, and create innovative tools that enhance data mining and cross-selling ability. As a former captain on my collegiate baseball team, I understand the effort it takes to work on teams and overcome challenging obstacles.So far, I am most proud of being published in the Journal of Accounting and Finance for my paper titled "Impact of Student Loan Debt on Stock Ownership: An Analysis Based on the Survey of Consumer Finances".
J.P. Morgan
View- Website:
- jpmorgan.com
- Employees:
- 75129
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J.P. MorganChicago, Il, Us -
International Banking AssociateJ.P. Morgan Apr 2022 - PresentNew York, Ny, Us- Support 100 different mid-to-large sized corporate clients in the Diversified Industries, Consumer and Retail, and Real Estate industry with their international banking and treasury needs. - Provide timely customer service to clients. - Solution for complex international banking problems by increasing efficiency, visibility and control around access to global cash. - Collaborate with internal partners to ensure timely implementation of bank accounts and services. - Create client-facing presentations demonstrating potential best practice international treasury structures. - Identify potential opportunities to cross-sell solutions and deepen wallet share. -
Corporate Treasury Management Sales AnalystU.S. Bank Jun 2020 - Apr 2022Minneapolis, Mn, Us- Collaborate as a teammate to create synergies and maintain a positive attitude to boost the workplace environment. - Gather and analyze pre-sale and post-sale client data such as volume and pricing. - Provide timely and responsive customer service for current clients that minimizes lost business revenue attrition. - Support complex large corporate customers by effectively communicating their account structure and treasury services. - Identify and present solutions that solve customer needs and generate new revenue for the business line. - Innovate new business tools that transform traditionally unreachable data into dashboards that facilitate data mining and cross-selling. - Lead projects and case studies on client and revenue trends. -
Front Desk StaffBarry Crown Fitness Center May 2018 - Jun 2020- Created a positive environment by greeting customers. - Communicated operations details to customers. - Maintained a safe, clean, and organized environment for gym-goers and colleagues.
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Treasury Management Sales InternU.S. Bank Jun 2019 - Aug 2019Minneapolis, Mn, Us- Learned the fundamental principles of treasury management and corporate banking. - Lead creative data projects that created new business revenue opportunities for the business line. - Networked with colleagues to gain a better understanding of overall Treasury Management services.
Jordan Coakley Education Details
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Roosevelt UniversityFinance And Management
Frequently Asked Questions about Jordan Coakley
What company does Jordan Coakley work for?
Jordan Coakley works for J.p. Morgan
What is Jordan Coakley's role at the current company?
Jordan Coakley's current role is Associate at J.P. Morgan, International Banking.
What is Jordan Coakley's email address?
Jordan Coakley's email address is jo****@****ank.com
What schools did Jordan Coakley attend?
Jordan Coakley attended Roosevelt University.
Who are Jordan Coakley's colleagues?
Jordan Coakley's colleagues are Erika Thomas, Derik Lavers, Calvin Vo, Dennis Kalinin, Cfp®, Cdfa®, Evy St. Pierre, Sam Osborn, Angelika Kruger.
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