Claudia Allard

Private Client Banker at Jpmorgan Chase Bank National Association
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US
Languages
  • English -
  • Spanish -

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Bio

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Credentials

  • Series 6, 7, 63 and 66
    FINRA

Experience

  • Jpmorgan Chase Bank National Association
    • Brazil
    • Banking
    • 200 - 300 Employee
    • Private Client Banker
      • Dec 2022 - Present

  • Intuit
    • United States
    • Software Development
    • 700 & Above Employee
    • Tax Expert Lead
      • Jan 2017 - Dec 2022

  • PNC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Services Consultant
      • Jan 2016 - Aug 2016

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Advisor
      • Jan 2014 - Jun 2015

    • Financial Advisor
      • Jul 2011 - Dec 2013

  • Chase
    • United States
    • Financial Services
    • 700 & Above Employee
    • Personal Banker
      • Jun 2010 - Jun 2011

  • Crocs
    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • General Manager-Chile
      • 2008 - 2010

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Relationship Specialist
      • Nov 2004 - Jul 2008

Education

  • La Roche University
    Bachelor’s Degree, Finance and International Business

Community

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