Robert Valdivia

Sr. Cash Management Consultant

Role: Sr Cash Management Consultant at JPMorganChase
Location: San Jose, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Sr Cash Management Consultant
JPMorganChase
Aug 2024 — Present · Santa Clara, CA, US

Skills

Roth Ira
Licensed Life
Salesforce.com
Whole Life
Direct Sales
Customer Retention
Customer Service
Cross Selling
Umbrella Insurance
Homeowners
Relationship Management
Leadership
Sales
401k
Loan Origination
Underwriting
Property & Casualty Insurance
Outlook
Liability
Life
Customer Satisfaction
General Insurance
Sales Management
Iras
Lines of Credit
Term Life Insurance
Insurance
Life
Commercial Insurance
Life Insurance
Finance
Licensed Life
Management
Team-Oriented
Credit
Fixed Annuities
Consumer Lending

Contact information

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Work email
r••••••••@chase.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••67

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Current company

JPMorganChase

Financial Services · 10K employees · 270 Park Avenue, New York, NY, 10017-2014, US

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

jpmorganchase.com

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Experience

Sr Cash Management Consultant

Skills

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