Denzel Coleman

Private Client Advisor Ii @Chase

Utilized a process-driven approach while providing clients with customized planning solutions based on their individual needs and goals.• Acquired and serviced a growing client base by delivering financial products that help people protect loved ones, accumulate assets, and distribute wealth efficiently.• Created and built a successful financial practice around my skills and abilities.• Developed and maintained strong, ongoing client relationships through excellent service.• Worked with people who understood the potential rewards of a career built on trust, respect, collaboration, and teamwork.• Prepared a bevy of clients in saving for retirement, financial education, emergency saving funds, and etc.• Remained current in profession and financial industry trends.• Successfully completed industry regulatory standards and firm’s training requirements.• Relied on leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients.• Championed and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion.