Chris

Licensed wealth management and banking professional with 7+ years of experience managing high-net-worth client relationships, driving investment asset growth, and delivering personalized financial and wealth planning solutions. MBA in Finance, CFA candidate, and Oxford Private Markets credential, combined with deep expertise in asset allocation, credit, lending, and risk management. Proven track record growing a multimillion-dollar AUM portfolio, expanding wallet share, and partnering with wealth advisors to deliver comprehensive investment and financial planning strategies for high-net-worth individuals and businesses.

Relationship Banker (Financial Licensed Banker) at JPMorgan Chase Bank (2023 – Present)

• Manage a $44 million AUM portfolio, growing investment assets and deepening relationships with high-net-worth households and businesses through consultative, advisory-based appointments.
• Partner closely with JPMorgan wealth advisors to build comprehensive wealth management and financial planning strategies, including asset allocation and investment recommendations, for high-net-worth consumers and business clients.
• Apply deep credit and lending expertise to lead the branch in business lending, partnering with Chase business bankers on client relationships generating over $1 million in revenue.
• Expanded wallet share across 300+ households by identifying cross-sell and investment opportunities, capturing new investment assets while maximizing client retention and acquisition.
• Build long-term client relationships and provide personalized financial guidance, ending 2024 as a top 7 banker in the region with first-time JPMorgan wealth management referrals.
• Stay current on market data from JPMorgan, economic trends and investment performance to communicate risk and opportunity to clients during advisory conversations.

Customer Experience Coordinator (Cross-Trained Banker) at TD Bank (2021 – 2023)

• Met and exceeded sales goals by a minimum of 110% per quarter on average through consultative, needs-based client conversations.
• Trained new banking hires on branch operations, client engagement, compliance, and advisory sales practices.
• Consulted with clients through needs-based financial reviews, recommending appropriate banking and investment solutions.
• Supported the business by analyzing a wide range of client financial needs to offer targeted, personalized products.

Senior Teller at TD Bank (2019 – 2021)

• Communicated with customers and collaborated with employees at all levels.
• Analyzed customer financial data through Fidelity and Encore to drive decisions.
• Coached and provided live training to teller staff on banking procedures and policies.
• Managed daily cash flow in and out of the branch to support customer transaction volume.
• Provided quality customer service and communicated financial and banking information.

CFA Candidate – Mark Meldrum

Oxford Private Markets Certificate – Oxford Saïd Business School (2026)

MBA in Finance and Business Management – Molloy University (2025)

B.S. in Business Management, Economics and Finance minors – Molloy College (2020)

Honors Program in International Education – Salzburg Global Seminar