I started as a JP Morgan Chase-Retail Banker in Chicago IL, helping clients in the community with their banking, lending and financial planning needs.
Through this role I was introduce to the investment division of banking. I obtained my investment licenses and joined the Private Banking division, helping the organization expand in the Houston TX market, working with ultra-high net-worth clients. I was able to leverage my experience in the previous roles and transitioned into a Supervisory position in Chicago IL, ensuring the supervision of investment accounts were in line with the firm’s policies/procedures while adhering to FINRA regulations. After almost 11 years, I joined Citi Wealth at Work in the capacity of an Associate Banker – Assistant Vice President in 2022. I was recently promoted to Vice President in recognition of my consistent performance excellence across financial goals and behaviors.