Jorge Quezada Email and Phone Number

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registeredbroker-dealer and investment adviser, member FINRA and SIPC. Insurance products aremade available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency,doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody andother services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCBare affiliated companies under the common control of JPMorgan Chase & Co. Products notavailable in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitorall electronic communications. Communications are for US residents only, subject to thefollowing disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Anyviews/strategies described may not be suitable for all investors, nor should it be relied uponas investment advice, guidance or a recommendation to purchase, hold or sell anyinvestment or strategy. JPMC will not accept any orders via LinkedIn or its messagingsystems. JPMC does not provide tax or legal advice, and is not responsible for third-partyposted content. Experience, skills or posts are not indications of future results.Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved

● Assist the FP&A Administrator in reviewing monthly financial reports that national sends and compile a summary analyzing revenues and expenses for each avenue.● Work closely with the Treasurer and FP&A Administrator to review the Chapter’s P&L and budget vs actual position.● Assist the FP&A Administrator with developing spreadsheets and graphs to identify trends.● Provide feedback on how to best manage cash flow based on monthly analysis trends.● Work closely with procurement specialists to provide financial information that will help negotiate favorable price levels.● Create models, spreadsheets, graphs that demonstrate revenue and expense drivers as a whole and per committee.● Work with all Chapter committees to collect information to seek and meet their needs for a successfully funded event.

©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration.The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1823563

● Completed Securities Industries Exam (SIE). Currently ​preparing ​for FINRA Series 7 License Exam. ● Identify prospective clients in need of investment guidance while recommending financial plans and strategies custom to each individual.

● Responsible for developing and managing client accounts, and proactively identify issues.● Prepare monthly and quarterly internal and external budget reports and financial statements for stakeholders.

● Achieved 80%+ retention rate by managing existing/prospective client portfolios and showcasing products, solutions and benefits tailored to client’s needs.● Partnered closely with clients to ensure financial goals & objectives were attained by implementing key processes.● Prepared ​for FINRA Series 63 & 66 License Exams.

● Managed and trained a team of 10+ Sales/Leasing consultants; while optimizing efforts to meet/exceed established monthly goals.● Achieved monthly average gross sales of 200K+, which is equivalent to ~28% increase over 6 months.● Created annual vehicle sales forecasts for new and used departments. Partnered with​ sales managers to plan and implement objectives for achieving sales and gross maximization​.● Developed/verified contracts and invoice payments including receivables & payables to ensure accounting accuracy.

● 2016 Top 5% Producer in the U.S. for Volkswagen of America. ● Anticipated sales and expense goals monthly and annually to prepare a departmental operating budget.● Held scheduled sales trainings and meetings to plan and implement automotive salesobjectives for effective functioning of sales programs.Monitored departmental customer satisfaction ratings and ensured potential buyer follow up to develop, execute and supervise sales control system.● Responsible for purchasing, appraising and managing inventory.

● Understanding the characteristics, capabilities, and features of all cars, and providing the potential customer with detailed information, including comparing different competitive models.● Maintaining recording structures’ and recording sales inventory on CRM software.● Established long term relationships with customers with a pattern of repeat sales, client loyalty and referrals.