Ethan Peterson
Sherman Oaks
Summary
Accomplished financial manager with 14 years of experience in the banking industry. Fintech expertise has been the forefront of daily practice, and I am known for fostering a collaborative work environment that maximizes team potential. High-networth clients from multiple Fortune 100 companies have been elated to depend on me for guidance for several complexities.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
Woodland Hills
07.2024 - Current
- Work directly with clients to understand their financial goals and needs to create a risk-based plan for current and future objectives.
- Deepen relationships by staying on top of client portfolios and keeping up with current market trends and events.
- Follow up with clients on a 3/6/9 basis.
- Utilize partners inside the branch and outside at private bank to foster meaningful relationships for the client.
- Financial planning and analysis drive powerful results for sustained client retention.
Relationship Banker II
J.P. Morgan Chase
Studio City
08.2021 - 11.2023
- Partnered with Financial Advisors to build strong client relationships.
- Financial solutions were offered daily to new and existing clients.
- Between calling prospects and field sales, my holistic approach to building wealth management relationships contributed to the sustained growth of the firm.
- National Achiever Eligible 2023.
- Achieved $10MM+ AUM in one year by partnering with in-branch Financial Advisors.
- Multiple performance-based accolades from sales directly related to FP&A.
Senior Relationship Manager
US Bank
Studio City
09.2020 - 08.2021
- Successfully cultivate and strengthen relationships with key clients, driving high revenue growth and client retention.
- Mentoring a team of colleagues in this role was crucial in future successes with a keen focus on FP&A.
- Best loan approval rate in Los Angeles for the company during the pandemic, helping local businesses stay afloat.
- Over $150k saved in Q3 2021 from technology outsourcing switch with suggestions.
- Third highest equity-based lines of credit financing in the company for 2021.
Personal Banker II
Wells Fargo
Sherman Oaks
10.2015 - 09.2020
- Committed to delivering an exceptional client experience in my ability to attune to client needs and offer comprehensive and effective financial advice.
- Built long lasting relationships with high-value clients in need of private banking and estate planning.
- Top referrer in 2017, 2018, 2019 for Los Angeles County.
- 5th-highest digital enrollment rate for new client acquisition in 2017 and 2018 in Los Angeles as Digital Branch Ambassador.
- Implemented time-saving techniques such as call forwarding to filter customer service center-based inquiries.
Credit Card Specialist
Wells Fargo
Birmingham
06.2013 - 09.2015
- Exceptional leadership by motivating a team of customer service and sales representatives in a call center.
- This resulted in a consistent high-level of employee satisfaction and performance.
- Lowest average talk time for the office with over 200 employees year over year.
- Achieve award-winning structures from implemented strategies to improve customer satisfaction levels based on survey feedback and QA.
- Audit daily reports on call volume, sales, abandoned calls and other statistics with direct coaching post-call.
Education
Full-Stack Software Development Certification -
Massachusetts Institute of Technology
Skills
- Microsoft Suite
- Project Management
- Team Development
- Salesforce/Workday
- Improvement-Oriented
- Organizational Strategist
- Business Development
- Verbal/Written Expertise
Certification
- Series 7/66
- Accredited Wealth Management Advisor
- Chartered Retirement Planning Consultant
- NMLS/SAFE
Timeline
Financial Solutions Advisor
Merrill Lynch
07.2024 - Current
Relationship Banker II
J.P. Morgan Chase
08.2021 - 11.2023
Senior Relationship Manager
US Bank
09.2020 - 08.2021
Personal Banker II
Wells Fargo
10.2015 - 09.2020
Credit Card Specialist
Wells Fargo
06.2013 - 09.2015
Full-Stack Software Development Certification -
Massachusetts Institute of Technology