Years of experience: 14
Customer ServiceSales & BizDev🎓 StudentFinance
Trust Score
Exceptionally trusted; proven professional excellence.
David's Career Path
Dec. 2020 -Apr. 2023
Capital OneClient Service Senior Manager
Aug. 2017 -Dec. 2020
J.P. MorganRelationship Manager
New York, New YorkServe as the point person for a dedicated portfolio of Commercial Real Estate (CRE) clients. The Relationship Manager role is designed to assist top tier clients with all things relating to deposit solutions, namely Treasury Services. Also to partner closely with Client Executives and Treasury Management Officers to convert top tier Real Estate prospects to J.P. Morgan clients.
Jan. 2015 -Aug. 2017
J.P. MorganClient Service Manager
Brooklyn, New YorkManage the Northeast team of Client Service Professionals covering the Real Estate Banking (REB) segment of J.P. Morgan. The client service team of REB focuses on improving the client experience of top tier real estate clients nationally.