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Bryana Pickford: Client Associate in Fullerton, CA

Bryana Pickford

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Client Associate
Fullerton | United States
Skills

No information

Interests
Obstacle courses
Theater (acting & directing)
Tinkering around with photoshop and illustrator
Movies!
Planning themed parties
Urban scavenger hunts and themed races.
Industries
Bike
Creative Agencies
Lifestyle
Music
Outdoor
Streetwear
HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies
Summary

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Activity
Projects

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Work experience
Image J.P. Morgan

J.P. Morgan

Client Associate | 06/2011 - Current

? Serving as an interdepartmental liaison to coordinate communication among financial advisors, branch management, compliance, and all other departments involved in the line of business. ? Maintaining customer relationships to ensure satisfaction with extensive communication, managing account opening process, and placing securities orders with the trading desk. ? Reviewing account and business activity daily to ensure accuracy, proper settlement, and reconciliation of client credits, debits, and fees. ? Managing and assisting in departmental and local office special projects. ? Coordinating administrative tasks, including travel arrangements and managing advisors calendars. ? Generating and interpreting operational and financial spreadsheets, graphs and charts.
Education history
Image University of San Diego

University of San Diego

Bachelor's Degree | 2005 - 2009

Connections
Companies (0)

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1501 Lincoln Blvd.#1014 Venice, CA. 90291