Ronnie Smith Email and Phone Number
Ronnie Smith work email
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Ronnie Smith personal email
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🌟 Finance Professional | Trader | Wealth Management Strategist 🌟 With over 4+ years of experience in trading and wealth management and 7+ years in sales/marketing. I’m passionate about leveraging market insights and economic trends to guide investment strategies that foster growth and resiliance.I thrive in a fast paced environment as a trader and achieved Broker of the Month status at Charles Schwab. Utilizing analytical skills and comprehensive research to develop strategies that optimize portfolio performance. Being able to not only develop, identify but also strengthen client relationships is a talent I’ve developed over the years. I am committed to using my relationship building skills in combination with my financial knowledge to develop a strong bond with clientele. I will continue to learn and stay ahead of market developments, which empower me to provide valuable insight to all. Let’s connect to explore how I can provide my strength and expertise across the ever changing financial landscape.
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Avp, Private Client BankerJ.P. Morgan Chase Bank N.A.Chicago, Il, Us
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Avp, Private Client BankerJpmorganchase Jun 2024 - PresentNew York, Ny, UsAssist with personal banking needs for high net worth accounts. Consult with clients business banking accounts. Coordinate meetings with Home Lending Advisor and clients in the home buying process. Consult with Financial advisors regarding wealth management practices for clients. Educate clients on the benefits of Chase Private Client services.
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Trade SpecialistCharles Schwab Mar 2021 - Jun 2024Westlake, Texas, UsPlace trades for clients and financial advisors in the form of stocks, options, mutual funds, CD's and bonds· Assist junior brokers with complex options, IRA, margin, corporate actions and trading platform questions· Analyze stock/ETF, options and fixed income positions for clients in regards to risk management and portfolio hedging· Educate clients on FINRA regulations, market maker order routing and various trading strategies· Provide clients with proper order execution and detailed portfolio risk mitigation -
Senior Account ExecutiveRand Mcnally Oct 2018 - Mar 2021Chicago, Illinois, Us·Manage nationwide commercial fleet accounts through SalesForce ·Schedule appointments and run web demos·Implement market analysis strategies for product improvement to meet market demands·Developing strong client relationships and attend trade shows·SaaS and hardware solutions -
Editorial ResearcherKnighthouse Custom Multimedia Solutions Apr 2018 - Oct 2018·Write proposals to C-level executives·Media Sales for a national trade publication that features executives in the residential sector·Procure a sub-contractors list from executives for the advertisement sales team·Inside sales position cold calling C-suite executives
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Sr. Client ConsultantUpright Law Jan 2015 - Aug 2017Consultative sales to identify financial needsManagement of client accountsBuild and retain a large clientele baseCRM Salesforce experience
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Club And Events CoordinatorAddictive Entertainment Mar 2013 - Dec 2015Manage Special Events Social Media MarketingManage Private Parties Develop Brand Awareness
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Affiliate Marketing AssociateCouponcabin.Com Feb 2014 - Jan 2015UsCoupon advertisement. Manage and expire coupons for major US retailers. Work with account managers in communicating with marketing affiliates.Create brand awareness. -
Sr. Customer Service CoordinatorCapital One Feb 2013 - Oct 2013Mclean, Va, UsManage Merchant Credit Card Accounts Consumer Credit Card Financing (Retail) Conduct market researchIssue comfortable credit plansNegotiation of payment plans -
Marketing AssociateStandpoint Consulting And Development Apr 2012 - Jan 2013Sales/Cold Calling Arrange/partake in client meetings Digital marketing (Social Media)Create Marketing Strategies to hit target marketsDevelop video marketing for advertisement purposes
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Vip HostLush Entertainment May 2011 - Dec 2012Special Events and Promotions Manage Birthday Parties Social Media Marketing
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Loss PreventionBarneys New York May 2012 - Aug 2012New York, UsData Entry Inventory Front Desk Responsibilities Theft PreventionTheft Investigation Stock -
Guest ServicesPhotogenic Inc Jun 2011 - Feb 2012Chicago, Il, UsSales/Cashier Photographer Record Keeping Customer Service Photo Editing
Ronnie Smith Skills
Ronnie Smith Education Details
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Columbia College ChicagoMarketing Communications
Frequently Asked Questions about Ronnie Smith
What company does Ronnie Smith work for?
Ronnie Smith works for J.p. Morgan Chase Bank N.a.
What is Ronnie Smith's role at the current company?
Ronnie Smith's current role is AVP, Private Client Banker.
What is Ronnie Smith's email address?
Ronnie Smith's email address is sm****@****ail.com
What schools did Ronnie Smith attend?
Ronnie Smith attended Columbia College Chicago.
What are some of Ronnie Smith's interests?
Ronnie Smith has interest in Strength And Conditioning, Public Relations, Marketing, Economics, Advertisement, Stock Market, Movies.
What skills is Ronnie Smith known for?
Ronnie Smith has skills like Social Media Marketing, Sales, Event Management, Customer Service, Cold Calling, Copywriting, Powerpoint, Press Releases, Public Relations, Management, Spectra, Marketing Strategy.
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