Zera Sanford

University of California, Los Angeles Accounting Certificate Student. I am sitting for the California CPA Exam 2014. Currently, I am a financial planning professional, banker, and registered representative with a strong history of developing customized financial plans, while working extensively with Financial Advisors and Small Business Specialists. I am a Licensed Relationship Banker with JP Morgan Chase, and hold three securities licenses. I have over four years professional banking experience growing balances, opening and maintaining large balance accounts, adhering to any trust and/or estate needs, opening mutual fund and retirement accounts, serving investment clients, cold calling, consumer / business lending, and one year managing a sales team of fourteen. I have extensive training in safety and security with cash handling practices, delivering an excellent customer experience and maintaining a productive work environment. Well versed in ethics, SEC and FINRA regulations. Holding series 6, 63 and Life. Strong Excel experience (Macros, Pivot Tables, V Look-Ups).