Denzel Coleman
About Denzel Coleman
Denzel Coleman is a Private Client Advisor II at Chase, where he has worked since 2021. He has a diverse background in finance and retail, having held various roles at institutions such as Bank of America, Wells Fargo, and Edward Jones.
Work at Chase
Denzel Coleman has been employed at Chase as a Private Client Advisor II since 2021. In this role, he focuses on providing personalized financial advice and services to clients. His responsibilities include preparing clients for retirement, offering financial education, and assisting with emergency saving funds. Coleman utilizes a process-driven approach to deliver customized planning solutions tailored to individual client needs and goals.
Previous Experience in Banking
Before joining Chase, Denzel Coleman worked at Wells Fargo as a Licensed Personal Banker II from 2018 to 2021. His role involved managing client relationships and providing banking solutions. Prior to that, he served as an Officer and Relationship Manager at Bank of America for one year from 2015 to 2016. Throughout his banking career, Coleman has developed a strong foundation in client management and financial services.
Education and Expertise
Denzel Coleman holds two Bachelor of Business Administration (BBA) degrees in Marketing. He studied at Norfolk State University from 2009 to 2011 and later attended Georgia State University from 2011 to 2013. His educational background has equipped him with the skills necessary for his roles in financial services and client advisory.
Career Background
Denzel Coleman's career spans various roles in retail and financial services. He began as a Sales Representative at Vector Marketing in 2010 and later worked as a Retail Sales Associate at T-Mobile from 2012 to 2013. He also held positions as a Retail Store Manager at AT&T in 2014 and as a Warehouse Assistant at Williams-Sonoma, Inc. from 2011 to 2012. His diverse experience has contributed to his ability to build successful client relationships.
Achievements in Financial Services
Throughout his career, Denzel Coleman has created and built a successful financial practice by leveraging his personal skills and abilities. He has championed teammate success and supported the goals of the banks he has worked for, fostering a culture of diversity and inclusion. His commitment to client education and financial planning has been a significant aspect of his professional journey.