Tyler Wofford

Tyler Wofford

General Manager

Followers of Tyler Wofford354 followers
location of Tyler WoffordLittleton, Colorado, United States

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  • Timeline

  • About me

    Private Client Banker at J.P. Morgan Chase Bank, N.A.

  • Education

    • Pueblo Community College

      2014 - 2015
      Associate's degree General Studies
    • Southern New Hampshire University

      2022 - 2025
      Bachelor of Science - BS Finance 3.99

      BS in finance with a concentration in financial planning. Summa Cum Laude.

  • Experience

    • That's Natural!

      Aug 2014 - Jul 2018
      General Manager

      From 2014 – 2018, as the General Manager, I helped build a three-member start-up company into a dynamic and successful business from the ground up. Through collaborative teamwork, tight internal business focuses, aggressive sales strategies, and talent management, we built our annual revenue in a highly competitive and burgeoning product market to achieve annual gross revenue of approximately $10 million.

    • U.S. Bank

      Jul 2018 - Jan 2021
      Client Representative Consultant

      For more than two years, I worked diligently to deliver tailored and streamlined solutions for the banking needs of customers in Aspen, Colorado – a distinctive environment serving a population consisting of the fourth most billionaires in the world. For more than twelve months, through US Banks customer survey system, I maintained a 100% satisfaction rating amongst our unique customers, while consistently out-producing 90% of my Client Representative Consultant peers in the surrounding 26 branches. I directly served and referred Wealth Management clientele with products and services totaling more than $85 million of business leads in 2020. Show less

    • J.P. Morgan Chase Bank, N.A.

      Jan 2021 - now
      Relationship Banker

      Assisted in opening a new build location in the beautiful and unique environment of Avon, Colorado. Worked alongside a small team to bring awareness to the community about our grand opening. Once the branch was successfully opened, worked to ensure clients received unparalleled customer experience and assisted them with their banking needs. I worked alongside the Private Client team for high and ultra-high-net-worth individuals to streamline the process for them to receive the service and solutions they deserved. Show less

    • J.P. Morgan Chase Bank, N.A

      May 2022 - now
      Private client banker

      My current role at Chase, in Denver, Colorado, is to make sure clients have the most convenient, genuine, and comprehensive banking experience possible. Working with our private client team for our high-net-worth individuals has provided invaluable experiences in building relationships, discovering needs, and providing customized and tailored solutions.

  • Licenses & Certifications

    • Health Insurance License

      Colorado division of insurance
      Oct 2024
    • Series 66

      NASAA
      Sept 2024
    • Series 7

      FINRA
      Aug 2024
    • Series 6

      FINRA
      Mar 2021
    • Nationwide Mortgage Licensing System

      NMLS Licensing
      Sept 2018
    • Notary Public

      Notary Public
      Aug 2018
    • Life insurance

      Colorado Department of Regulatory Agencies
      Feb 2010