Grenata Vessel

About Grenata Vessel

Passionate leader with the ingenuity to navigate the intricate landscapes of mortgage lending and investment industries. With my recent career shift to IT project management and business analysis roles, I bring a unique blend of strategic vision and meticulous attention to detail to every endeavor I pursue.My journey has been defined by a commitment to excellence and a drive to uncover opportunities for growth and advancement within the financial services sector. I thrive on the challenge of turning complex data into actionable insights that have influenced the revenue generating decisions of internal and external customers.As a forward-thinking leader, I prioritize fostering collaborative environments where ideas flourish and innovation thrives. I excel in leveraging cutting-edge technologies and industry trends to drive operational efficiencies and deliver tangible results.A consistent top performer, I worked my way through the ranks of the home loan sales department in the early stages of my career and then became an integral part of a national accounts team that provided lending solutions to real estate broker clients as their customers realized their dream of homeownership.As a registered representative, I contributed to the Texasaver growth milestone of exceeding $1 billion in assets in the state\'s defined contribution plans. I created a registered investment advisory firm to provide financial planning and investment solutions to solve for short-term and long-term financial goals and to assist clients in improving their individual net worth with financial planning and investment advisory services. I dissolved the Registered Investment Advisory firm and joined as a scrum master and senior business analyst where I collaborated with a global team to provide competitive intelligence for ESG reporting to DEI leaders and financial reporting dashboards to strategic planning partners. In my role as squad lead, I led a team of engineers and analysts to create an application prototype to be used by advisor clients to move money bidirectionally between their internal brokerage and external bank accounts.Whether it\'s crafting tailored financial planning solutions, identifying risk-assessed investment opportunities, or delivering a solution with a consultative approach, I am dedicated to maximizing your business value and achieving unparalleled success. Let\'s connect and explore how my expertise can propel your organization to new heights.

Experience

1. Private Client Banker

   Chase

   Feb 2025 — Present · Missouri City, TX, US

   Provides personalized banking services to high net worth clients by managing a portfolio of accounts, referring clients to Private Client Advisors for investment advice, and collaborating with a team of experts to help clients achieve their financial goals. • Builds and maintains strong relationships with clients through regular communication and personalized service. • Evaluates and mitigates financial risks to protect clients\' wealth and ensure compliance with regulatory standards. • Works with internal specialists in areas such as tax, estate planning, and credit to address complex financial needs.

Education

• Sam Houston State University

  Bachelor of Business Administration - BBA, Business Administration and Management, General

• Columbia Southern University

  Master of Business Administration - MBA, Finance

  2008 — 2010