Samuel Ruiz

Samuel Ruiz Email and Phone Number

Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Samuel Ruiz's Location
Los Alamitos, California, United States, United States
Samuel Ruiz's Contact Details

Samuel Ruiz personal email

n/a
About Samuel Ruiz

Samuel Ruiz is a Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan. He possess expertise in microsoft office, customer service, microsoft excel, management, microsoft word and 11 more skills.

Samuel Ruiz's Current Company Details
J.P. Morgan

J.P. Morgan

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Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Samuel Ruiz Work Experience Details
  • J.P. Morgan
    Private Client Advisor
    J.P. Morgan Apr 2024 - Present
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency… Show more Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved Show less
  • Equitable Advisors
    Financial Advisor
    Equitable Advisors Sep 2020 - Mar 2024
  • Triangle Coffee
    Social Media Coordinator / Barista
    Triangle Coffee Sep 2019 - Jun 2020
    Boston, Massachusetts, United States
  • Starbucks
    Barista
    Starbucks Sep 2015 - Aug 2019
    Performed several job duties and provided excellent customer service. Managed orders and made coffee, tea, and other drinks to customer specifications. Operated cash registers and credit card machines. Responded to customer complaints or questions, as well. Cleaned coffee machines, restaurant areas, and preparation areas during a normal shift, in order to work in an efficient environment. Maintained good customer relations and speedy delivery of all beverages as well as completed assigned tasks… Show more Performed several job duties and provided excellent customer service. Managed orders and made coffee, tea, and other drinks to customer specifications. Operated cash registers and credit card machines. Responded to customer complaints or questions, as well. Cleaned coffee machines, restaurant areas, and preparation areas during a normal shift, in order to work in an efficient environment. Maintained good customer relations and speedy delivery of all beverages as well as completed assigned tasks from management every day. Show less
  • Starbucks
    Student Manager
    Starbucks Sep 2016 - May 2019
    Greater Boston Area
    Trained incoming employees on the various aspects of the job, including the appropriate way to make beverages, interact with customers, and maintain a clean environment. Helped facilitate new Boston University Sustainability Initiative, by encouraging customers to use reusable mugs to help reduce plastic waste.
  • Intelligent Finance - Australia'S #1 Mortgage Broker
    Office & Setllements Manager
    Intelligent Finance - Australia'S #1 Mortgage Broker Jan 2018 - Mar 2018
    Sydney, Australia
    Intelligent Finance is a boutique mortgage broking firm located in Sydney, Australia. The process start by assessing the clients particular needs now, as well as potential needs in the future. Next is mapping out a strategy and creating the ideal loan structure. Then take it one step further by not just arranging the client's loan, but by project managing the whole purchase and re-finance process.Handled client documents, ensuring that all required information could be processed so that… Show more Intelligent Finance is a boutique mortgage broking firm located in Sydney, Australia. The process start by assessing the clients particular needs now, as well as potential needs in the future. Next is mapping out a strategy and creating the ideal loan structure. Then take it one step further by not just arranging the client's loan, but by project managing the whole purchase and re-finance process.Handled client documents, ensuring that all required information could be processed so that loan amounts could be approved with ease and efficiency. Show less
  • Myhostpitality.Com
    Marketing Intern
    Myhostpitality.Com Sep 2017 - Dec 2017
    Madrid Area, Spain
    MyHOSTpitality is an online exchange service that works to reinvent ways clients can learn languages by providing services to live in foreign countries in order to learn new languages, cultures in an ever growing globalized world. Managed social media outlets and created new content (in English and Spanish) to engage consumer population to join the online community. Actively qualified prospective clients, making sure they are great candidates for both host, guest, and exchange… Show more MyHOSTpitality is an online exchange service that works to reinvent ways clients can learn languages by providing services to live in foreign countries in order to learn new languages, cultures in an ever growing globalized world. Managed social media outlets and created new content (in English and Spanish) to engage consumer population to join the online community. Actively qualified prospective clients, making sure they are great candidates for both host, guest, and exchange participants. Show less
  • Arthur J. Gallagher & Co.
    Sales Intern
    Arthur J. Gallagher & Co. Jun 2017 - Aug 2017
    Orange County, California Area
    Arthur J. Gallagher & Co. is a Global Risk Management and Human Capital Consulting Firm, helping employers craft human capital strategies that bring talent to the door and keeps them engaged once they're hired. Everyday tasks include: improving communication skills through weekly presentations, learning about insurance industry jargon and policies, and receiving hands-on experience for the consulting world by embarking on client meetings with a producer.

Samuel Ruiz Skills

Microsoft Office Customer Service Microsoft Excel Management Microsoft Word Powerpoint Public Speaking Research Project Management Leadership Finance Time Management Sales Teamwork Social Media Microsoft Powerpoint

Samuel Ruiz Education Details

Frequently Asked Questions about Samuel Ruiz

What company does Samuel Ruiz work for?

Samuel Ruiz works for J.p. Morgan

What is Samuel Ruiz's role at the current company?

Samuel Ruiz's current role is Private Client Advisor, Vice President of Investments at J.P. Morgan Wealth Management.

What is Samuel Ruiz's email address?

Samuel Ruiz's email address is sr****@****cks.com

What schools did Samuel Ruiz attend?

Samuel Ruiz attended Boston University.

What skills is Samuel Ruiz known for?

Samuel Ruiz has skills like Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Public Speaking, Research, Project Management, Leadership, Finance, Time Management.

Who are Samuel Ruiz's colleagues?

Samuel Ruiz's colleagues are Alex Diaz, José M. Asumendi, Rahul Rai, Saranya R, Rocio Canese, Khusboo Singh, Rinaldo Chettiar.

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