Christopher Lancia

Summer Intern

583 followers

United States

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Timeline
About me
Private Client Banker at JPMorgan Chase & Co.
Education
- Quinnipiac University
  2017 - 2021
  Finance Accounting and Finance
- Quinnipiac University
  2017 - 2021
  Bachelor's degree Finance, General
- St. John's University, The Peter J. Tobin College of Business
  2017 - 2017
  Activities and Societies: Men's Soccer
Experience
- Family First Life Insurance Company
  May 2021 - Aug 2021
  Summer Intern
- Barnum Financial Group
  Jun 2022 - Jun 2023
  Financial Services Representative
  As a Financial Services Representative, Chris serves as a resource, enabling his clients to manage potential risk and loss by purchasing life insurance coverage that will protect them and their family if the unexpected occurs. Working one on one with clients to determine their needs, he provides information and education on various insurance programs and policies then offers recommendations and overall guidance.“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”I am licensed to offer products and services in CT. Licenses will vary. Domiciled in CT. Show less
- JPMorganChase
  Jun 2023 - now
  Private Banker
Licenses & Certifications
- Notary Public
  Secretary of State
  Oct 2023
- Securities Industry Essentials (SIE)
  FINRA
  Apr 2022
- Series 63
  NASAA
  Sept 2023
- Series 6
  FINRA
  Jul 2023
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  National Insurance Producer Registry
  Jan 2022
Volunteer Experience
- Fundraising Coordinator
  Issued by Dress for Success Worldwide on Nov 2014
  Associated with Christopher Lancia
- Head Coach
  Issued by Chesire Soccer Club on Apr 2021
  Associated with Christopher Lancia