Jayshree Patel
About Jayshree Patel
Jayshree Patel is a Relationship Banker with over 11 years of experience at Chase and a Business Partner at World Financial Group for 10 years. She studied in India and has built a career in financial services since 2013.
Work at Chase
Jayshree Patel has been employed at Chase as a Relationship Banker since 2013. Over the course of 11 years, she has developed expertise in managing client relationships and providing financial solutions tailored to individual needs. Her role involves assisting clients with their banking requirements, offering guidance on various financial products, and ensuring a high level of customer service.
Work at World Financial Group
In addition to her role at Chase, Jayshree Patel has been a Business Partner at World Financial Group (WFG) since 2014. For 10 years, she has collaborated with WFG to provide financial services and advice. Her responsibilities include helping clients understand their financial options and developing strategies to achieve their financial goals.
Education and Expertise
Jayshree Patel studied in India, where she gained foundational knowledge that supports her career in finance. Her educational background contributes to her understanding of financial products and services, enabling her to assist clients effectively in her roles at both Chase and WFG.