Personal Banker II and Assistant Manager @ (November 2011 - November 2013)
Business Development @ (July 2011 - April 2012)
Personal Banker @ (May 2010 - November 2011)
Fitness Counselor @ (June 2009 - May 2010)
Jonathan Ip Education
California State University, Long Beach
BS (Finance)
2004-2009
Palos Verdes Peninsula High School
HS Diploma
2001-2004
Jonathan Ip Skills
Annuities
Banking
Cash Management
Client Relations
Commercial Banking
Commercial Lending
Consumer Lending
Credit
Cross Selling
Customer Relationship Management (CRM)
Customer Service
Finance
Financial Planning
Fixed Annuities
Fluent in Cantonese
Fundraising
Investments
Lines Of Credit
Loan Origination
Loans
MS Office Suite
Management
Mandarin
Microsoft Office
Mortgage Banking
Mortgage Lending
Mortgage Planning
Portfolio Management
Private Banking
Refinance
Relationship Management
Residential Mortgages
Retail Banking
Retirement Planning
Sales
Sales Management
Securities
Small Business Lending
Team Building
Telemarketing
Treasury Management
Wealth Management
information technology
Brokerage
Jonathan Ip Summary
Jonathan Ip, based in Torrance, CA, US, is currently a Wealth Relationship Manager at Citi. Jonathan Ip brings experience from previous roles at Citi, Wells Fargo, Fusion Systems North America and JPMorgan Chase & Co.. Jonathan Ip holds a 2004 - 2009 BS in Finance @ California State University, Long Beach. With a robust skill set that includes Annuities, Banking, Cash Management, Client Relations, Commercial Banking and more. Jonathan Ip has 1 emails and 1 mobile phone numbers on RocketReach.
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