Brett Haan
West Lafayette
Summary
Results-oriented wealth management client associate with advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Vice President of Investments/Private Client Advisor
JPMorgan Chase
06.2024 - Current
- Present complex financial information in an easy-to-understand manner, enhancing client understanding of their investments.
- Lead the onboarding process for new clients, ensuring a seamless transition and immediate understanding of their financial goals.
- Develop strong relationships with clients for increased satisfaction and retention through regular communication and personalized investment advice.
Registered Wealth Management Client Associate
Merrill Lynch
06.2021 - 06.2024
- Developed personal rapport with clients to maintain customer loyalty and establish long-term accounts.
- Assisted advisors with servicing clients by preparing financial plans, conducting investment research and completing trades and transactions.
- Contributed to the growth of assets under management by working alongside advisors in identifying potential opportunities for portfolio expansion.
Relationship Banker
JP Morgan Chase
03.2018 - 06.2021
- Assisted clients with bank account management
- Partnered with financial advisors to help customers meet goals
- Researched financial needs of the customer.
Consumer Loan Officer
Farm Credit Mid America
04.2016 - 03.2018
- Developed relationships with influencers within the marketplace
- Sold and marketed through face-to-face interactions and sales calls
- Analyzed client financials and loan applications.
Education
Bachelor of Science - Agribusiness Management
Purdue University
West Lafayette, IN12.2015
Associate of Science -
Parkland College
Champaign, IL05.2013
Skills
- Money Management
- Communications
- Time/Task Management
- Team building/leadership
Certification
- Series 7
- Series 66
- Series 6
- SIE
- Life Insurance
Intercollegiate Athletics
- Purdue University, Baseball, PITCHER
- Parkland College, Baseball, PITCHER
Timeline
Vice President of Investments/Private Client Advisor
JPMorgan Chase
06.2024 - Current
Registered Wealth Management Client Associate
Merrill Lynch
06.2021 - 06.2024
Relationship Banker
JP Morgan Chase
03.2018 - 06.2021
Consumer Loan Officer
Farm Credit Mid America
04.2016 - 03.2018
Associate of Science -
Parkland College
Bachelor of Science - Agribusiness Management
Purdue University
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