Silvana Delgado Werner

Silvana Delgado Werner Email and Phone Number

Private Client Banker @ JP Morgan Chase Bank N.A.
Atlanta, GA, US
Silvana Delgado Werner's Location
Atlanta Metropolitan Area, United States
Silvana Delgado Werner's Contact Details

Silvana Delgado Werner work email

Silvana Delgado Werner personal email

n/a
About Silvana Delgado Werner

🔷My Career Summary: Tenacious, respected, and licensed financial professional, counselor, and homeownership SME with over 20-years’ experience and a dynamic background in financial management, underwriting, consumer counseling. Renowned relationship manager, driven by passion for community and genuine desire to build people. Enthusiastic and flexible, with ability to influence through; conviction, data analytics, thoughtful strategies, and a commitment to culturally aligned, value-focused sales and brand loyalty success. Excellent multi-tasking and prioritization skills with a track record of utilizing strong interpersonal skills to influence and build credibility with small and large groups of people. Extensive experience in reviewing, analyzing, approving, and underwriting large, unusual, and complex consumer requests and products within company, industry, and government regulations and guidelines. Bilingual in Spanish and English.🔷My Approach: As a Financial Professional, I know the sense of accomplishment that comes with completing extensive licensing and accreditations – but it doesn’t compare to the rewarding experience of helping people gather Financial Clarity. I will listen to your needs, concerns and will design a personalized strategy that includes Life Insurance or short/long term Investments (and more). I want to help you navigate the journey to financial security. I help my clients achieve financial independence by assessing their current financial situation, insurance coverage, financial objectives, tax status, risk tolerance, and other information to develop a personalized financial design.

Silvana Delgado Werner's Current Company Details
JP Morgan Chase Bank N.A.

Jp Morgan Chase Bank N.A.

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Private Client Banker
Atlanta, GA, US
Silvana Delgado Werner Work Experience Details
  • Jp Morgan Chase Bank N.A.
    Private Client Banker
    Jp Morgan Chase Bank N.A.
    Atlanta, Ga, Us
  • Chase
    Private Client Banker
    Chase May 2022 - Present
    Atlanta Metropolitan Area
  • Thrivent
    Financial Associate
    Thrivent 2019 - Apr 2022
    1125 Sanctuary Pkwy Ste 510. Alpharetta, Georgia 30009
    Conduct needs-based analysis, including client risk tolerance and time horizon, to identify opportunities to advise clients on creating a long-term investment strategy which includes direct sales of stocks, bonds, mutual funds, life insurance, and annuity products.
  • Money Management International
    Bilingual Financial Coach | Educator – Hispanic Center For Financial Excellence
    Money Management International Aug 2006 - Apr 2022
    Atlanta Metropolitan Area
    Prospected to identify new opportunities, secured clients, and coached 20+ families monthly on achieving long-term financial security, including establishing measurable goals on credit, budgeting, and homeownership. Hosted bi-weekly community outreach events to promote financial literacy, reaching ~240 attendees monthly. Authored several articles that appeared in Cosmo Latina, La Vision Newspaper, & NerdWallet.
  • Key Mortgage Services
    Mortgage Consultant
    Key Mortgage Services 2005 - 2006
    West Palm Beach, Florida, United States
  • Wells Fargo
    Lending Underwriting / Real Estate Processor
    Wells Fargo 1998 - 2005
    Lake Worth, Florida, United States

Silvana Delgado Werner Skills

Leadership Team Building Banking Public Speaking Insurance Portfolio Management Volunteering Mortgage Lending Credit Risk Finance Strategic Planning Financial Services Risk Management Credit Community Outreach Customer Service Financial Analysis Interpersonal Skills Budgets Management Credit Analysis Coaching Retail Banking Loans

Silvana Delgado Werner Education Details

Frequently Asked Questions about Silvana Delgado Werner

What company does Silvana Delgado Werner work for?

Silvana Delgado Werner works for Jp Morgan Chase Bank N.a.

What is Silvana Delgado Werner's role at the current company?

Silvana Delgado Werner's current role is Private Client Banker.

What is Silvana Delgado Werner's email address?

Silvana Delgado Werner's email address is si****@****ent.com

What schools did Silvana Delgado Werner attend?

Silvana Delgado Werner attended Palm Beach Atlantic University-West Palm Beach.

What skills is Silvana Delgado Werner known for?

Silvana Delgado Werner has skills like Leadership, Team Building, Banking, Public Speaking, Insurance, Portfolio Management, Volunteering, Mortgage Lending, Credit Risk, Finance, Strategic Planning, Financial Services.

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