Whitney Perry

Vice President @JP Morgan Chase

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As Whitney Perry, Vice President at JP Morgan Chase, I have successfully led numerous financial projects and initiatives, contributing to the company's growth and profitability. I have excelled in strategic planning, risk management, and client relations. I have also been instrumental in fostering a productive work environment, mentoring junior staff, and promoting diversity and inclusion within the company. My strong leadership skills and financial acumen have consistently driven positive results for the company.

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Work Background

JPMorgan Chase & Co.Vice President | Branch Manager | Network Expansion

Nov. 2021United States

Amalgamated BankCommercial Service Officer

Aug. 2021 - Nov. 2021Washington DC-Baltimore Area

TDAssistant Branch Manager

Aug. 2008 - Nov. 2021• Engages and influences employees and clients to achieve projected branch strategic goals. Provides training and mentoring to staff ensuring objectives (specifically focusing on customer interactions, sales and operational audits goals) are met and/or exceeded. • Develop, reconcile, and maintain branch’s operational budget through preparing weekly operational and expense report. Performs research and reports findings to upper management while making adjustments to weekly expenses. • Ensures staff interactions and engagement with customers are in alignment with the culture and standards of the “Be Legendary Experience”. • Provides oversight and guidance to staff to ensure branch provides legendary customer experiences. • Reviews and monitors results received from data compiled, measured and reported through customer surveys and evaluated on a quarterly basis. • Serves as a Consultant for high-profiled ($750,000 or more in assets) business clients to assist them in achieving their financial goals. • Serves as a Small Business Specialist and Loan Officer and assists businesses with raising capital. Identifies funding mechanisms and assists with Paycheck Protection Program (PPP) Loans to meet their needs. • Supervises a diverse workforce, consisting of entry-level, mid-level and entry management members. • Review and approve timesheets using MyHR when processing payroll. • Oversees career development plans and conducts weekly meetings. Set, evaluate, and measure individual progress and goals. Provides weekly coaching and provide input for quarterly performance reviews. • Re-engages and proactively follows-up with clients who have shown an interest in a product or service to close deals. Major Accomplishments • Achieved Top 20 in the bank with TD Bank’s WIN rankings for Q3 and Q4 2020 Q1 and Q2 2021 • Achieved WOW Quartile #13 in TD Win Q1 2021 and #16 Q2 2021 • Achieved 111.4% LEI in Q1 2021 and 121% in Q2 2021 • Achieved 300% NPG in Q1 and Q2 of 2021

TDAssistant Branch Manager

Mar. 2008 - Nov. 2021Washington D.C. Metro Area

CAMLAY TRUCKING LLCVice President

Aug. 2015 - Dec. 2017• Created a business plan and designed an operations workflow to outline the administrative operations. • Acquired and maintained work contract(s) with Chaney Enterprises, Strittmatter, and Twin Trucking for $200K annual revenue. • Managed the staffing and recruitment activities conducting nation-wide searches to fill driver positions. • Conducted job interviews, job selections and managed employee relations matters. • Monitored and supervised drivers. Provided coaching relating to safety and responsibilities. • Managed business finances and expenses, including payroll and operations. • Provided oversight and served as an authorized signer for financial and administrative operations/matters. • Reviewed and processed invoices and reimbursements. • Planned and directed administrative-related functions by enforcing strong leadership skills to ensure efficient/effective utilization of company’s resources. • Established and integrated functional strategies of the company utilizing business expertise to reach financial/operational goals and objectives • Planned and directed administrative-related functions • Deployed resources to achieve financial forecast and business objectives • Balanced engagement with a strong and effective strategic leadership style. • Shifted business goals in accordance with seasonal changes to ensure resources were sufficient to meet outlined goals. • Analyzed market trends and statistics to determine potential of growth. Major Accomplishments • Planned and executed a strategy to guide company through the season changes. This involved conducting research to find out who were the owners and leaders assigned with managing the snow removal efforts for the District of Columbia. • Established new relations and engaged in communication to land contracts. • Reached a record level of success in guiding and directing Camlay Trucking through substantial seasonal change management, which was a huge undertaking.

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