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Deion Alocozy
Private Client Banker, JPMorgan Chase & Co.

Location: Tracy, CA United States
Joined: Jan 15th, 2025
About   (request update)
Education   (request update)
Cal St Univ, Stanislaus class of 2021
Undergrad Major: Business Administration
Experience
I currently work with JPMorgan Chase & Co. as Private Client Banker
I have years of experience working in the Sales industry.
Private Client Banker | JPMorgan Chase & Co.
From August 2023 to Current • 3 year(s)
Provided personalized financial services to high-net-worth clients and developed tailored investment strategies and banking solutions.
Regional Sales Director | Globe Life
From January 2020 to May 2023 • 3 year(s)
Coordinated full sales operations within assigned region and managed team of sales representatives providing guidance and support.
Insurance Sales Manager | Globe Life
From March 2018 to January 2020 • 2 year(s)
Optimized agency sales and marketing campaign outcomes and structured internal role-playing exercises to improve sales effectiveness.
Financial Protection Advisor | Globe Life
From September 2017 to March 2018 • 1 year(s)
Sought out new clients through networking and cold calling, and recommended coverage based on analysis of customers' circumstances.
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