Bryana Pickford: Client Associate in Fullerton, CA
Bryana Pickford
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
Summary
No information
Activity
Projects
No information
Work experience
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
University of San Diego
Bachelor's Degree | 2005 - 2009
Connections
Companies (0)
No information