Participates in the analysis of lending policies and procedures, including scoring systems, strategic priorities, market share data, lending trends, external influences, current regulatory focuses, previous examination findings, and input from Audit .
December 01, 2022
Implementing the JPMorgan Asset Management sales process which includes, profiling, and uncovering sales opportunities and sharing best practices.
February 11, 2023
Manager, Community Relations & Investment with financial reporting, surveys, return on investment assessments, budget development, financial reconciliation and, tax and management reporting.
March 06, 2023
Maintains the required continuing education credits necessary and build advisory knowledge and skills by being involved in on-going training related to investment activity.
April 02, 2023
Provides practice management direction and coaching to independent investment advisor offices and financial advisors through the development of goals, education on best practices, monitoring of results, and coaching.
April 06, 2023
Develops networks with third party referral sources that enable exposure and opportunities to develop new business with target market and deepen relationships with existing clients.
April 13, 2023
Assist the portfolio manager with client relationship management responsibilities by handling routine client inquiries and requests.
April 17, 2023
Build investment skills and knowledge base through on-the-job training and participation in company and industry investment training programs.
April 17, 2023
Supporting external sales team by ensuring that desired content, capabilities, and tools are being shared in the territory as needed.
May 09, 2023