Francisco J Rivera
About Francisco J Rivera
Francisco J Rivera is a Chase Private Client Banker who has been working in the financial services industry since 2022. He holds a Bachelor of Business Administration in Business/Managerial Economics from City University of New York-Herbert H. Lehman College.
Work at Chase
Francisco J Rivera holds the position of Chase Private Client Banker, a role he began in May 2022. In this capacity, he provides personalized banking services to high-net-worth clients, focusing on wealth management and financial planning. His responsibilities include assessing client needs, recommending appropriate financial products, and maintaining strong client relationships.
Current Role at Wells Fargo
Prior to his position at Chase, Francisco J Rivera worked as a Wells Fargo Premier Banker starting in 2022. In this role, he engaged with clients to offer tailored banking solutions and financial advice. His experience at Wells Fargo contributed to his expertise in managing client portfolios and delivering exceptional customer service.
Education and Expertise
Francisco J Rivera earned a Bachelor of Business Administration (BBA) degree in Business/Managerial Economics from City University of New York-Herbert H. Lehman College. He attended the institution from 2004 to 2008, where he developed a strong foundation in business principles and economic strategies. He is currently pursuing the Series 7 license to enhance his qualifications in the financial services industry.
Professional Development
Francisco J Rivera is actively working towards obtaining the Series 7 license, which will allow him to engage in a broader range of financial services, including the sale of securities. This certification is a significant step in his professional development, reflecting his commitment to advancing his career in banking and finance.