TREY R PRICE

(570) 490-2468 | trprice26@gmail.com

27365 Stagecoach Road, Conifer, CO 80433

EMPLOYMENT EXPERIENCE

JP Morgan Chase Evergreen, CO

Relationship Banker- Manager on Duty, Small Business Specialist August 2015—Present
 Primary customer service and sales contact for all aspects of a client’s financial relationship and working in
concert with with lending, financial planning, and business banking partners to meet client goals.
 Supervised and trained of junior staff as well as fully responsible for risk management and handling customer
complaints during branch manager access, growing balances by double digit percentages annually.
 Established relationships with hundreds of new households and businesses, including more than 30 high net
worth individuals and more than 15 businesses with revenues in excess of $1 million annually.

Charles Schwab & Co. Englewood, CO

Trading Specialist- High Net Worth Customer Support March 2013—Dec. 2014
 Served as clients’ point of contact, partnering with them to provide support for their self-directed accounts.
 Placed unsolicited trades as directed; disseminated help, guidance, and research about equities, markets, and the
greater economy; and discussed strengths and weaknesses of strategies and positions with clients.
 Positioned products and solutions that could benefit clients, while simultaneously assessing any potential to
consolidate additional client assets.
 Delivered excellent customer service to clients, as evidenced by a 98% client satisfaction score. Learned to
multitask efficiently, using 12 computer systems simultaneously and managing all client interactions in an average
of under seven minutes.
 Updated and designed web pages for internal and external publication, and created and designed training and
reference materials for use by thousands of representatives.

Geisinger Health System Foundation Danville, PA

Prospect Research and Grants Intern May 2012—August 2012
 Assisted a large hospital group in fundraising endeavors, developing a database of thousands of new major gift
contacts from public records with more than $45 million in potential.
 Assembled and created materials for internal and external distribution related to fundraising and grants, managed
a constantly shifting portfolio of projects and ad hoc assignments related to daily operations.

Kohl’s Department Store Selinsgrove, PA

Ad Manager Oct. 2008—March 2013
 Coordinated a team of ten people on a nightly basis to check and update signage in store, while maintaining stock
quality and aesthetics. Assisted in opening new store in 2008 and continued there throughout college, learning
nearly every position in store while building customer service and team management skills in a part time role.

SKILLS AND CERTIFICATIONS

Computer: Microsoft Word, PowerPoint, Excel, Access, Outlook, eViews and other statistical software packages, XML
and web design.
Finance: Charting, Technical Analysis, Ratio Analysis, and Bloomberg Terminal.
Research: Locating and analyzing primary documents in both professional and academic environments.
Active Financial Services Licensing: FINRA Series 7 and FINRA Series 63, completed June 2013.
Active Insurance Licensing: Colorado Life Insurance Producer, completed March 2016.
Certifications: Accredited Asset Management Specialist, completed August 2014.

EDUCATION

Susquehanna University Selinsgrove, PA

Bachelor of Arts in History Bachelor of Arts in Economics December 2012
GPA: 3.93/4.00, Summa cum Laude