JOHNATHAN LYNCH

Lewisville, TX ad44qz@r.postjobfree.com 214-***-****

www.linkedin.com/in/johnathan-lynch-148aa3142

EDUCATION:

Bachelor of Business Administration in Business Economics Minor: Finance

Mississippi State University

Completion Date: August 2019

Overall GPA: 3.15/4.00

EXPERIENCE:

Escalations Lead Analyst

JP Morgan Securities LLC Feb 2023– Present Plano, TX

Handle escalation work within a team environment, providing issue resolution to investment account holders and internal wealth management employees via telephone.

Conduct thorough research on issues, taking ownership from start to finish, and ensuring efficient resolution.

Collaborate with various departments within Wealth Management Client Operations to identify and implement effective problem-solving strategies

Develop expertise in internal systems and processes, acting as a go-to resource for related inquiries.

Assist with Trades in Stocks, ETFs, Mutual Funds Fixed Income, and Trade Corrections

Assist with discrepancies in transfers of money and asset transfers between firms.

Investment Professional III

JP Morgan Securities LLC December 2021 – Feb 2023 Plano, TX

Service advised/managed accounts with account maintenance and money transfers.

Educate clients on account types, financial instruments, and investing to meet goals.

Use investigative skills to provide solutions for clients’ issues through technology and business authority.

Build strong relations with clients and team members through professional communication.

Executed buy and sell orders for stocks, etfs, and mutual funds requested by clients.

Financial Service Professional

Charles Schwab September 2019 – October 2020 Westlake, TX

Educate clients on account types, financial instruments, and investing to meet goals.

Used investigative skills to provide solutions for clients’ issues through technology and business authority.

Executed buy and sell orders for stocks, equity, mutual funds, foreign securities and up to level 2 options requested by clients.

Obtained SIE, Series 7, and Series 63 licenses to provide appropriate solutions

that align with clients’ financial objectives.

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