Jola Bankole
Georgetown University Economics graduate | Financial Solutions Advisor | Specializing in consultative selling & wealth management | Building lasting client relationships for effective financial planning
- Role
- Financial Solutions Advisor at Merrill Lynch
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jola Bankole
I’m an Economics graduate from Georgetown University with a passion for helping people…
Experience
Financial Solutions Advisor
Jul 2023 — Present · Tampa, FL, US
Established and nurtured over 50 client relationships, providing personalized financial counsel that led to a 30% increase in client satisfaction ratings over the past year.* Maintained open lines of communication with clients to facilitate timely updates on their financial goals, resulting in a 40% improvement in goal achievement rates.* Collaborated with a team of five financial advisors to analyze market trends and share best practices, enhancing service delivery efficiency by 25%.* Ensured compliance with all licensing requirements and ongoing training standards, achieving a 100% compliance rate during annual audits.
Education
Georgetown University
Bachelor's degree, Economics
2019 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.