Regino Diaz
Regional Director - Wealth, Managing Director JPMorgan Wealth Management
- Role
- Regional Director, Managing Director at J.P. Morgan
- Location
- Yorba Linda, CA, US
- LinkedIn followers
- 500 followers
Experience
Regional Director, Managing Director
Jul 2020 — Present · CA, US
Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co, which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important
Education
California State University, Fullerton
Bachelor of Arts (BA)
California State University, Fullerton
Master of Business Administration (MBA)
2000 — 2003
Skills
- In-Depth Experience with Multi-Unit Management
- Strategic Market Planning and Budget Control
- Change Agent/Agility/Able to Work in a Fast Paced Environment
- Managed Up to 1500 Fte
- Mba
- Finra
- Partnership-Building
- Strong Communication Skills Across Varied Audiences
- Sales Management
- Deep and Broad Business Acumen
- Influence at All Levels
- Excellent Time Management
- In-Depth Knowledge/Experience in Risk and Operations
- Inspiring People
- Dynamic Coaching Skills/People Development Skills
- Manage Client Relationships
- Unquestionable Business and Personal Integrity
- Certified Financial Planner
- Collaborative Problem Solving
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