Erick Aguayo is a qualified professional, that works in Jpmorgan Chase & Co main office of which is in 4. on the position of Relationship Banker since 2013. This expert gained professional experience in more than three positions at different companies. Erick Aguayo went to the Whitman College and received education from 2008 to 2012. This professional has these qualifications: Series 65, Investment Adviser Certified Compliance Professional® (Iaccp®), and Series 6 (Link). Seattle, Washington is the city, where the professional was known to be situated. The professional's email address and phone are accessed through this website by request.
Name variants:
Eric Aguayo
Last updated May 12, 2024
Contact Information
Last Update
Jul 3, 2022
Email
er**@merriman.com, ag**@whitman.edu
Location
Seattle, WA
Company
Workplace
Relationship Banker
New York, NY
Industry
Financial Services, National Commercial Bank Personal Credit Institution Security Broker/Dealer Mortgage Banker/Correspondent, National Commercial Bank Personal Credit Instn Security Broker/Dealer Mortgage Banker/Corspdnt, National Commercial Bank, Investment Advice, Investors Nec, National Commercial Banks
Colleagues
Work History
Relationship Banker
270 Park Ave, New York, NY 10010
Acquired and maintained customer relationships by opening and servicing consumer and business accounts.
Provide excellent customer service by identifying the appropriate banking products f...
Jan 14, 2013 — Mar 14, 2014
Management Associate
Worked closely with Branch Management to achieve sales and profit margin goals by upselling customers to higher-priced services and ancillary products. Demonstrated strong leadership and sal...
Jun 2012 — Jan 2013
Education
2008 — 2012
Occupations
Executive
Director of Quality Control
Financial Broker
Banker
Engineer
Customer Service
Sales Specialist
Client Service Officer
Accountant
Finance and Accounting Specialist
Supporting Member
Compliance Manager
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Finance
Data Analysis
Statistics
Business Relationship Management
Expense Budget Management
Econometric Modeling
Sales Presentations
Financial Planning
FAQs about Erick Aguayo
What's the main profession of Erick Aguayo?
Erick is a Chief Compliance Officer.
What jobs is Erick Aguayo proficient at at?
Erick Aguayo is proficient at such jobs as Executive and Director of Quality Control.
Where is Erick Aguayo located?
Erick is located in Seattle, Washington.
What is the expert's email?
The expert's email is er**@merriman.com and ag**@whitman.edu.
Where did Erick Aguayo work?
Erick Aguayo worked at Jpmorgan Chase & Co., Hertz Car Rental.
What education does Erick Aguayo have?
Erick studied at the Whitman College from 2008 to 2012.
What are the certifications of Erick Aguayo?
The professional received the following certifications: Series 65, Investment Adviser Certified Compliance Professional® (Iaccp®), Series 6 (Link), Series 63 (Link), and Wa State Life Insurance- General.
What languages does Erick Aguayo speak?
Erick Aguayo speaks English and Spanish.