James Fletcher

Experience

• 

  JPMorgan Chase & Co.

  Dec 2010 - Apr 2014

  Licensed Banker

  • Acquiring consumer and business accounts, loans, and investment portfolios by profiling and analyzing client relations.• Proactive in creating a client-focused experience and play intricate part in exceeding branch sales objectives which contribute to the success of the entire firm.• Account management: maintaining and deepening relationships with personal book of business whose deposits are in excess of 25 million dollars.• Consult with specialists such as financial advisors, loan officers, and business bankers to recommend products and services that are tailored to client’s unique financial needs. Show less

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  M&T Bank

  Apr 2014 - Dec 2014

  Assistant Branch Manager

  • Support branch to achieve sales and profitability goals by deepening book of business through cross sell of products and services, partnering with specialists and acquiring new consumer and commercial client relationships.• Personnel management; coordinate interviewing, hiring, scheduling and pre-shift team huddles and end of day debriefing.• Coaching and development; communicate expectations and goals, provide guidance and positive models to fill gaps in knowledge, experience, skills and behavior that underlie current and future performance. • Understand the Branch Manager’s responsibilities and acts as back-up during the manager’s absence. Show less

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  Bright Futures Wealth Management LLC

  Dec 2014 - Aug 2016

  Relationship Manager

  I'm the mobile transitioning coordinator for Bright Futures. I visit new member's offices to help give hands on assistance with their transition. I'm a member of the Investment Policy Committee and holds Series 6 and 63 securities registrations and is NYS Life Licensed. I'm also in charge of Bright Future's recruiting. I run a marketing campaign to recruit potential advisers and manage a data base that houses all the recruiting information.

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  Family Wealth & Legacy

  Sept 2016 - Feb 2017

  Registered Investment Associate

  Investment portfolio design and management; Rebalance portfolios, free up cash for distributions and plan for tax loss/gain harvesting. Ongoing investment research of current and potential portfolio holdings. Strategic collaboration planning; morning star and 22 pt. analysis of client’s current portfolios. Facilitate progress monitors to keep clients in line with financial plan. Review and analyze income statements, balance sheets, and income tax returns to discover any business or personal inefficiencies. Implementation of business planning strategies. Show less

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  JPMorgan Chase & Co.

  Feb 2017 - now

  • Vice President / Trust Officer

    Oct 2021 - now

  • Trust Associate

    Feb 2017 - Oct 2021