
Christopher Lancia
Summer Intern

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About me
Private Client Banker at JPMorgan Chase & Co.
Education

Quinnipiac University
2017 - 2021Finance Accounting and Finance
Quinnipiac University
2017 - 2021Bachelor's degree Finance, General
St. John's University, The Peter J. Tobin College of Business
2017 - 2017Activities and Societies: Men's Soccer
Experience

Family First Life Insurance Company
May 2021 - Aug 2021Summer Intern
Barnum Financial Group
Jun 2022 - Jun 2023Financial Services RepresentativeAs 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 - nowPrivate Banker
Licenses & Certifications

Notary Public
Secretary of StateOct 2023
Securities Industry Essentials (SIE)
FINRAApr 2022
Series 63
NASAASept 2023
Series 6
FINRAJul 2023
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
National Insurance Producer RegistryJan 2022
Volunteer Experience
Fundraising Coordinator
Issued by Dress for Success Worldwide on Nov 2014
Associated with Christopher LanciaHead Coach
Issued by Chesire Soccer Club on Apr 2021
Associated with Christopher Lancia
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