Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

DINA TAIAN

Canyon Country

Summary

Personable candidate committed to helping clients meet financial goals. . Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Private Client Banker

JPMorgan Chase
06.2021 - 06.2022
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Implemented strategies to increase customer retention, enabling investment growth.

Relationship Banker

JPMorgan Chase
12.2019 - 06.2021

Education

Bachelor of Science - Finance And Financial Planning

California State University NORTHRIDGE
Northridge, CA
05.2017

Associate of Science - Business Administration

Los Angeles Pierce College
Woodland Hills CA
06.2015

Skills

* Set and achieve multiple levels of goal achievement in sales and customer service

* Excellent presentation and communication skills

* Enjoy sharing knowledge and encouraging development of others to achieve specific team goals

* Highly skilled in math and financial calculations

Certification

SIE : Active since January 2020

Series 7 License : Active since February 2020

Series 66 License : Active since May 2020

Life and Health Insurance License : Active since February 2017


Timeline

Private Client Banker

JPMorgan Chase
06.2021 - 06.2022

Relationship Banker

JPMorgan Chase
12.2019 - 06.2021

Bachelor of Science - Finance And Financial Planning

California State University NORTHRIDGE

Associate of Science - Business Administration

Los Angeles Pierce College

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DINA TAIAN