Lauren Husney
Associate at J.P. Morgan Private Bank
- Role
- Associate Investment Professional at J.P. Morgan
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Experience
Associate Investment Professional
Sep 2016 — Present · Denver, CO, US
Provide support to over 30 bankers with day-to-day functions assisting in resolving client inquiries and service issues, ensuring high levels of satisfaction-Facilitate seamless banking operations by managing complex transactions and ensuring accurate and timely processing-Execute and consult on brokerage trades, advising clients on trade execution, placing trades, and reviewing trade details for accuracy-Participate in the National Trading Training Lead program, developing individualized curriculum and skills-based testing for internal partners-Successfully trained over 50 traders in five years, enhancing proficiency and performance in their respective roles
Skills
- Life & Health Insurance Licenses
- Client Service Oriented
- Retirement Planning
- Finra
- Finance
- Client Presentation
- Retirement
- Series 7
- Financial Services
- Wealth Management
- Asset Allocation
- Mutual Funds
- Team-Oriented
- Series 63
- Manage Client Relationships
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