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Work Background
SmartFinancialAccount Manager Team Lead
Feb. 2024Proven track record of consistent quota attainment, exceeding both individual and team goals. Achieved over $2 million in direct B2B insurance sales in less than two years with continued growth. Provide sales coaching and performance support to clients while assisting in new hire training and onboarding. Partner closely with my team to manage revenue-generating books of business and strengthen client relationships through strategic expansion and retention initiatives.
HustleAccount Executive
Aug. 2022 - Jun. 2023Orange County, California, United States
JPMorgan Chase Bank, N.A.Executive Director , Market Director
Dec. 2019 - Jun. 2022Orange County, California Area
JPMorgan Chase Bank, N.A.Investment Product Specialist
Dec. 2018 - Dec. 2019Irvine, California
JPMorgan Chase Bank, N.A.Private Client Advisor
Oct. 2016 - Dec. 2018Huntington Beach, California
City National BankAVP Financial Advisor
Apr. 2016 - Oct. 2016Greater Los Angeles Area
Merrill EdgeFinancial Solutions Advisor
Jul. 2014 - Apr. 2016El Segundo, California
Bank of AmericaPersonal Financial Specialist
Dec. 2012 - Jul. 2014
Bank of AmericaPersonal Banker
Mar. 2012 - Dec. 2012Torrance, CA
Bank of AmericaSales and Service Specialist
Sep. 2011 - Mar. 2012Manhattan Beach, CA
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