Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Michael Ayache

Scottsdale

Summary

Highly motivated Financial Advisor and Sales Expert offering demonstrated success in financial solutions, banking, credit, lending, and investment relationship management. Effective at educating clients on investment strategies, retirement planning, and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Recognized for always keeping clients' best interest in mind while also exceeding sales, revenue, and origination goals. Bringing 8+ years of experience.

Overview

8
8
years of professional experience
1
1
Certification

Work History

FINANCIAL ADVISOR

JPMorgan Chase
05.2022 - Current
  • Strong performance and business results: 84th percentile on the JPMPA Advisor Scorecard as of 10/31 and making a strong push to the 90th+ percentile to end the year.
  • Recognized as the only Pacific Region Advisor in the top 5 of New Assets, Accounts Opened (#1), and Conversion Rate (45.8%) in Oct. 2023.
  • Excellent teamwork and leadership: A mentor to another PA that I meet with weekly and have held sitewide teaching sessions.
  • Recognized often as a great collaborator and asset to the team. Have worked above and beyond with many branch partners to provide an outstanding client experience.

SENIOR BRANCH PREMIER BANKER

Wells Fargo
04.2021 - 05.2022
  • Seamlessly engaging high net worth clients in dialogue as well as sincerely building and deepening relationships to provide personalized service and recommendations.
  • Consistently providing loan, credit, banking, and financial solutions for HNW clients and exceeding monthly/quarterly sales goals in a result driven environment.
  • Building solid, trusting relationships with teammates, business partners, and specialists by encouraging collaboration and holding regular meetings/connects.
  • Ability to adapt to ever-changing client needs and industry regulations.
  • Daily management of a constantly growing book of business/client portfolio.
  • Constant performance and tracking of outbound activities (calling, email, walking into businesses/in-person outreach).
  • Proven ability to influence, lead, and collaborate with others in a branch setting.

RESEARCH ANALYST

Geiser Wealth Management
02.2021 - 04.2021
  • Reviewing investor relations and quarterly earnings calls, financial reports, releases.
  • Preparing detailed reports summarizing research findings and recommendations for action.

OWNER & OPERATOR

AZ Auto Approved
02.2020 - 04.2021
  • Marketing & Advertising across all major social media and classified platforms.
  • Became profitable within 2 months of startup.
  • Outreach & relationship building with auto dealership owners to create a business partnership.
  • Referral generation from a loyal client base.

TERRITORY SALES CONSULTANT

Nationwide Advisory Solutions
10.2018 - 01.2020
  • Proactive outreach to Financial Advisors and Advisory Firms in order to uncover sales opportunities through a needs-based discovery process.
  • Conducting market research, product comparison/analysis, portfolio mapping, and running Morningstar reports.

RELATIONSHIP MANAGER

Bank of America
10.2016 - 03.2018

CLIENT SERVICES REPRESENTATIVE

Bank of America
06.2015 - 10.2016

Education

MARICOPA COMMUNITY COLLEGES - SCOTTSDALE CC
Scottsdale, AZ

SAGUARO HIGH SCHOOL
Scottsdale, AZ

Skills

  • Sales Expert
  • Relationship Building and Management
  • Networking
  • Credit and Loan Knowledge
  • Market Research
  • Financial Services Expert
  • Customer Service
  • Closing
  • Outside the Box Thinking
  • Problem-Solving

Certification

  • FINRA Series 7 (General Securities Representative)
  • FINRA Series 66 (Uniform Combined State Law)
  • FINRA SIE (Securities Industry Essentials)
  • Arizona Life & Health Insurance


Timeline

FINANCIAL ADVISOR

JPMorgan Chase
05.2022 - Current

SENIOR BRANCH PREMIER BANKER

Wells Fargo
04.2021 - 05.2022

RESEARCH ANALYST

Geiser Wealth Management
02.2021 - 04.2021

OWNER & OPERATOR

AZ Auto Approved
02.2020 - 04.2021

TERRITORY SALES CONSULTANT

Nationwide Advisory Solutions
10.2018 - 01.2020

RELATIONSHIP MANAGER

Bank of America
10.2016 - 03.2018

CLIENT SERVICES REPRESENTATIVE

Bank of America
06.2015 - 10.2016

MARICOPA COMMUNITY COLLEGES - SCOTTSDALE CC

SAGUARO HIGH SCHOOL

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