Michael Mota Email & Phone Number

Rancho Cucamonga, CA, US

Boulder, Colorado, United States

As the Senior Client Advisor at The Ambitious Exec, we’re on a mission to help senior-level professionals achieve career success and satisfaction. Our focus is on providing Directors, VPs, and C-suite executives with the tools, strategies, and insights they need to secure roles that match their expertise, goals, and value. Through our proprietary referral.

Remote

At Maverick Trading, I underwent comprehensive training and coaching in Options Trading, dedicating significant time to mastering the management of a trading desk and crafting a robust trading plan. Paired with seasoned mentors, I was challenged to grow both professionally and personally, gaining deep insights into patience, discipline, emotional control.

Irvine, California

After returning to Pacific Premier Bank, I took on the role as a Business Banker. In this role, I played a key part in growing business relationships by successfully securing deposits that had previously not been established with the bank, further strengthening our financial position and client base

As a Branch Manager for Chase, I had the unique opportunity to support multiple branches, working alongside existing managers to enhance team development and improve overall productivity. My role involved mentoring teams, optimizing processes, and driving results across various locations, helping to ensure a strong and cohesive branch performance

As a Private Client Banker at JP Morgan, I was brought in to help revitalize a branch that faced significant challenges. Within 14 months, I successfully turned the branch around, achieving a top-level performance ranking. I was honored to receive the 'Top Performer of the Year' award, ranking 414 out of 28,000 bankers nationwide, placing me in the top.

Following my time in San Francisco, I returned to Southern California to continue working in JP Morgan’s New Build Project segment. This role allowed me to expand my skill set and expertise, and I successfully obtained my investment licenses, including Series 6, Series 66, and a Life Insurance License. These certifications further strengthened my ability.

As a Small Business Specialist at JP Morgan's Flagship Branch in San Francisco, I worked in a state-of-the-art, groundbreaking environment that was ahead of its time. The branch attracted significant attention, as it was pivotal in launching JP Morgan's 'Private Client' segment. This role also provided me the unique opportunity to meet Jamie Dimon, further.

As a Relationship Banker at JP Morgan Chase, I was selected to be part of the New Build Projects during a period of significant expansion following the acquisition of Washington Mutual. I traveled from branch to branch, opening new locations from the ground up, managing soft and grand openings. This role provided me with hands-on experience in launching.

As a Relationship Banker at Pacific Premier Bank, I relocated to the corporate offices in Costa Mesa, where I gained valuable exposure to senior management and executives. This opportunity allowed me to deepen my understanding of the finance world through direct interactions with the president and leadership team. These experiences were both impactful and.

As a Bank Teller at Pacific Premier Bank, I provided excellent customer service by handling financial transactions accurately and efficiently. I assisted customers with deposits, withdrawals, and inquiries, ensuring their needs were met while maintaining confidentiality and compliance with bank policies.

Bachelor Of Business Administration - Bba, Social Media Marketing/Entrepreneurship

Certificate, Recording Arts Technology/Technician