Steve G. Email & Phone Number

Dallas, TX, US

Dallas, Texas, United States

• 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 (JPMC)., which.
• 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 monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures.

Remote

• Managed, engaged, and provided market research to a client book of over 1,400 established clients
• Conducted portfolio reviews with clients to help adjust their investment strategy, diversify their allocations acrossmultiple asset classes, and retain their business during the current bear market cycle
• Brought in over $1.5 million in client funds without the ability to directly advise the client to deposit
• Provided new crypto investors with information about blockchain technology and their applications to help myclients make informed decisions about which cryptocurrencies fit their investment strategy

Irving, Texas, United States

• Review and provide resolution to banking and brokerage customer complaints received to maintain compliance withFINRA rules 4530 and FINRA rule 3110(b)(5)
• Provide and receive communication across various business lines for research and resolution support
• Author letters to existing Wells Fargo clients describing the resolution that I have given them using empathy,linguistic fortitude, and de-escalation techniques to enhance client retention

Plano, Texas, United States

• Worked with clients’ in moving funds around their various JP Morgan accounts to facilitate the implementation oftheir investment strategy according to their liquidity needs
• Took and executed trade orders of various sizes for established JP Morgan brokerage clients
• Facilitated client adaptation to JP Morgan’s new user web interface to streamline client experience

Dallas, Texas

• Identified, contacted, pre-qualified, and portfolio reallocation proposition based on relevant KYC informationobtained throughout the meeting process
• Utilized interpersonal skills and leveraged personal network to create a network of local professionals spanningacross various insurance, loan, banking, and real estate institutions for a reliable referrals
• Strategically utilized the remote environment to build a client base that spanned 4 states

Schenzen, China

Worked along side our head of marketing and operations, also helped within the finance department. Main tasks included making PowerPoint presentations for the CEO, making Excel spreadsheets, and designing events for the company that would help with overall exposure. Lastly, I helped translate company social media posts to English and then proofread the.

Bachelor Of Science - Bs, Economics With Financial Applications

Activities and Societies: Kappa Sigma

Education record

Activities and Societies: Granite Bay Gazette Staff Editor, Varsity Golf Team