Claudia Allard
Private Client Banker at Jpmorgan Chase Bank National Association- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Charlotte, North Carolina, United States, US
Languages
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English -
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Spanish -
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Credentials
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Series 6, 7, 63 and 66
FINRA
Experience
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Jpmorgan Chase Bank National Association
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Brazil
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Banking
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200 - 300 Employee
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Private Client Banker
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Dec 2022 - Present
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Intuit
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United States
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Software Development
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700 & Above Employee
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Tax Expert Lead
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Jan 2017 - Dec 2022
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PNC
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United States
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Financial Services
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700 & Above Employee
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Investment Services Consultant
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Jan 2016 - Aug 2016
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J.P. Morgan
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United States
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Financial Services
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700 & Above Employee
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Private Client Advisor
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Jan 2014 - Jun 2015
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Financial Advisor
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Jul 2011 - Dec 2013
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Chase
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United States
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Financial Services
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700 & Above Employee
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Personal Banker
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Jun 2010 - Jun 2011
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Crocs
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United States
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Retail Apparel and Fashion
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700 & Above Employee
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General Manager-Chile
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2008 - 2010
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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Client Relationship Specialist
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Nov 2004 - Jul 2008
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Education
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La Roche University
Bachelor’s Degree, Finance and International Business
Community
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