Andre Morales

Leadership in Financial Services

Role
Branch Manager Vice President at JPMorganChase
Location
Concord, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Andre Morales

With over 25 years in financial services and over 21 years in leadership development, I seek to bolster client stability and growth through education and consultation.

Experience

  1. Branch Manager Vice President

    JPMorganChase

    Nov 2024 — Present

Education

  • St. Joseph Notre Dame H.S.

    Diploma

    1993 — 1997

  • California State University - East Bay

    Business

    1997 — 1999

Skills

  • Banking
  • Risk Management
  • Portfolio Management
  • Loans
  • Leadership Development
  • Lines of Credit
  • Microsoft Office
  • Sales
  • Wealth Management
  • Loan Origination
  • Cross Selling
  • Financial Services
  • Private Banking
  • Financial Planning
  • Branch Banking
  • Mortgage Lending
  • Commercial Banking
  • Refinance
  • Coaching
  • Insurance
  • Strategic Financial Planning
  • Relationship Management
  • Credit Risk
  • Team Leadership
  • Consumer Lending
  • Deposits
  • Treasury Management
  • Customer Service
  • Team Building
  • Investments
  • Training
  • Retail Banking
  • New Business Development
  • Credit Cards
  • Financial Risk
  • Credit
  • Leadership
  • Recruiting
  • Finance
  • Commercial Lending

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