RYAN DOOLEY: Agent producer in SAN DIEGO, CA
RYAN DOOLEY
Agent producer
SAN DIEGO | United States
Skills
No information
Interests
No information
Industries
Outdoor
Skate
Snow
Surf
Work experience
Farmers Insurance
Agent producer | 04/2018 - Current
As a Farmers Agent I specialize in financial planning and management for individual and business clients.
Dooley Brothers Brewing
Sales Consultant / Independent Contractor | 01/2017 - Current
Sales and Marketing Consultant.
JPMORGAN CHASE
PRIVATE CLIENT BANKER | 01/2011 - 09/2016
Responsible for acquiring and managing clients whose relationships exceed $250,000 with the firm. Working with the private client team I provide service in all aspects of banking needs from deposit accounts, lending and investments. Responsible for the growth and maintenance of current and potential client relationships with the firm.
Responsible for acquiring and servicing banking customers and facilitating their investment needs. Series 6 and 63 licensed. Registered Representative of J.P. Morgan Securities. Insurance Agent of Chase Insurance Agency, Inc License #0H69982. NMLS ID 669236. Registered Notary Public with the State of California. In the top 20% of all relationship bankers with J.P. Morgan Chase. Year over year balance growth and customer acquisition above national average. Engaged in all aspects of client interaction including advising on loans, deposits and investments.