High profile advisor with duties to acquire, retain, and expand consumer and commercial/corporate investingrelationships for high net worth clients. Build customer relationships through sales initiatives, marketing strategies,and customer referrals. Counsel high-net worth clients in regards to investment services and opportunities. Providereferrals to other areas of the bank including, credit, mortgage, and corporate segments. Maintain knowledge of thefinancial industry and financial regulatory rules.

Previously- Washington Mutual: West Palm Beach, FloridaAcquire, retain, and expand consumer and business relationships with JP Morgan Chase and Chase Investments.Build customer relationships through sales initiatives, marketing strategies, and customer referrals. Provide referralsto other areas of the bank including, credit, mortgage, and corporate segments.

Exhibit outstanding telephone etiquette when speaking with customers via telephone and become familiar withcompany products.

Responsible for operating a cash register, maintaining a clean works station, customer service, and stocking storemerchandise