
Tyler Wofford
General Manager

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

Pueblo Community College
2014 - 2015Associate's degree General Studies
Southern New Hampshire University
2022 - 2025Bachelor of Science - BS Finance 3.99BS in finance with a concentration in financial planning. Summa Cum Laude.
Experience

That's Natural!
Aug 2014 - Jul 2018General ManagerFrom 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 2021Client Representative ConsultantFor 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 - nowRelationship BankerAssisted 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 - nowPrivate client bankerMy 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 insuranceOct 2024
Series 66
NASAASept 2024
Series 7
FINRAAug 2024
Series 6
FINRAMar 2021
Nationwide Mortgage Licensing System
NMLS LicensingSept 2018
Notary Public
Notary PublicAug 2018
Life insurance
Colorado Department of Regulatory AgenciesFeb 2010
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