Christopher Alvarez
Private Client Banker @ J. P. Morgan Chase Bank, N.A | Licensed with FINRA Series 6, 63, and SIE
- Role
- Private Client Banker at JPMorganChase
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Christopher Alvarez
As an Investment Counselor, I build trusting relationships with clients and educate them…
Experience
Private Client Banker
Nov 2023 — Present · San Mateo, CA, US
Licensed with FINRA Series 6, 63, and SIE.• Main contact for clients by proactively meeting with them ‐ in branch and over the phone ‐ to discover financial needs, tailor product and service recommendations and build lasting relationships• Provide information on comparative rates and promotional offers at Chase, while working with our team of experts to help clients reach their financial goals within Small Business banking, Home Lending, and JPMorgan Private Wealth Management.
Education
Baylor University
Bachelor of Arts - BA
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