Resumes
Resumes
Daniel Timari
View pageLocation:
New York, NY
Industry:
Financial Services
Work:
Jpmorgan Chase & Co. Sep 1, 2011 - Jun 2016
Private Client Banker
Jpmorgan Chase & Co. Sep 2009 - Sep 2011
Personal Banker
Ameriprise Financial Services, Inc. May 2008 - Jun 2009
Financial Advisor
Private Client Banker
Jpmorgan Chase & Co. Sep 2009 - Sep 2011
Personal Banker
Ameriprise Financial Services, Inc. May 2008 - Jun 2009
Financial Advisor
Education:
Suny New Paltz 2003 - 2007
Bachelors, Finance
Bachelors, Finance
Skills:
Portfolio Management
Finance
Investments
Microsoft Office
Leadership
Customer Service
Microsoft Excel
Management
Financial Analysis
Financial Services
Relationship Building
Client Relations
Public Speaking
Mutual Funds
Retirement Planning
Wealth Management
Banking
Financial Risk
Finance
Investments
Microsoft Office
Leadership
Customer Service
Microsoft Excel
Management
Financial Analysis
Financial Services
Relationship Building
Client Relations
Public Speaking
Mutual Funds
Retirement Planning
Wealth Management
Banking
Financial Risk
Certifications:
Financial Industry Regulatory Authority (Finra)
New York State
New York State