Summary
Overview
Work History
Education
Skills
Additional Experiances
Timeline
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Brendan Semph

Phoenix

Summary

Proven track record in enhancing client relationships and driving revenue growth, notably at JP Morgan Private Bank, managing assets over $10 billion. Skilled in leveraging CRMs for client success, adept at fostering team collaboration, and excelling in high-pressure environments. Achieved a significant increase in product usage through strategic relationship building and keen market adaptability.

Overview

19
19
years of professional experience

Work History

Associate Financial Service Representative

JP Morgan Private Bank
01.2022 - Current
  • Point of contact for the day to day business of a large book of Ultra High Net Worth clients in the Los Angeles market with over $10 billion in assets under management.
  • Foster relationships with clients, their complex business associates, and various teams of internal partners to accomplish clients overall goals.
  • Managed client accounts during First Republic Bank merger, finding creative solutions for problems that arose with White Glove Service.
  • Use various proprietary CRMs to research data in order to find solutions to obtain client goals and monitor for any suspicious fraudulent activity to protect our clients.
  • Contributed to positive team morale by fostering an inclusive work environment that encouraged collaboration amongst colleagues from diverse backgrounds and skill sets within an stressful, fast paced environment.
  • Maintained comprehensive knowledge of company products and services, ensuring accurate information was relayed to customers at all times.
  • Conducted thorough research on behalf of customers facing unique situations or requiring specialized assistance beyond standard troubleshooting guidelines; presented findings in an easily digestible format tailored specifically for each inquiry type encountered during this process.
  • Delivered outstanding support, assisting customers in navigating complex product offerings and services.


Trauma Sales Associate

Zimmer Biomet
03.2021 - 11.2021
  • Maintain and grow relationships with 100+ key decision makers resulting in increased product usage.
  • Drove $50,000 in incremental monthly revenue by providing solutions to clients goals.
  • In charge of hand and wrist portfolio for greater Phoenix.
  • Identify needs of the client and made strong recommendations on product solutions
  • Discover sales opportunities within existing accounts as well as new targets
  • Assess case and provide quotes as needed.
  • Balance chaotic daily schedule by communicating with team and triaging tasks.

Lead Bartender

Glass+Griddle
08.2018 - 09.2020

Customer Forward Mindset

  • Average nightly sales of $2,500 excluding events
  • Leveraged skillset to provide excellent, timely service within high volume, fast paced, environment to create exceptional experiences for guests resulting in positive reviews and drove sales
  • Built relationships with guests by providing exceptional experience resulting in long term regular customers.
  • Took ownership of guests dissatisfaction and remedied them.

Inside Responsibilities

  • Exemplified standard to which all staff is held and lead by example.
  • Educated staff on procedures and techniques that resulted in more efficient staff and profit for the bar.

Bartender, Server, Inventory Manager, Busser

Siebkens Resort
05.2005 - 08.2018

Education

Bachelor of Science - Cell And Molecular Biology

University of Wisconsin - Milwaukee
Milwaukee, WI
12.2015

Skills

  • Proficient in building and maintaining professional relationships with clients and colleagues
  • Excellent at managing time; triage tasks
  • Productive working independently and within team
  • Quick to adapt to changes in workplace and market
  • Able to identify potential new business as well as upsell opportunities with existing accounts
  • Fast to learn SOPs, products and programs
  • Utilizing multiple CRMs and additional programs to efficiently manage large volume of tasks efficiently

Additional Experiances

Campus Activities Board (UWM)- Event Planner

Milwaukee, WI 04/2014-10/2015

  • Orchestrated volunteers and worked with multiple university departments to promote and execute events on campus.

NCAA D1 Mens Basketball Manager (UWM)

Milwaukee, WI 09/2011- 09/2013

  • Assistant to coaching staff, directly responsible for student athlete operations and time management
  • AV management

Timeline

Associate Financial Service Representative

JP Morgan Private Bank
01.2022 - Current

Trauma Sales Associate

Zimmer Biomet
03.2021 - 11.2021

Lead Bartender

Glass+Griddle
08.2018 - 09.2020

Bartender, Server, Inventory Manager, Busser

Siebkens Resort
05.2005 - 08.2018

Bachelor of Science - Cell And Molecular Biology

University of Wisconsin - Milwaukee
Brendan Semph