Byron Zhao

Associate at JPMorganChase

Role: Associate at JPMorganChase
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate
JPMorganChase
Apr 2024 — Present
Developed new clients and generated new funds inflow through structured meetings and presentations. • Advised clients on complex transactions, including credit solutions, fund management, and various invesment strategies.• Leveraged CRM (Salesforce) to proactively engage and acquire prospective clients, while ensuring client retention and growth. • Collaborated with Advisory and Private Banking to support sales in advancing prospective client dialogies and address client portfolio needs in equities, fixed income investment (including corporate, municipal, and government bonds), structured notes, etc.

Contact information

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Work email
•••••@jpmorganchase.com
Personal email
•••••@•••••.com
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Current company

JPMorganChase

Financial Services · 10K employees · 270 Park Avenue, New York, NY, 10017-2014, US

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

jpmorganchase.com

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