Jeremy Aldrich
About Jeremy Aldrich
Jeremy Aldrich is a Private Client Banker at Chase, where he has worked since 2021. He has a diverse background in various roles, including positions at Wal-Mart, AXA Advisors, and Equitable Advisors.
Current Role at Chase
Jeremy Aldrich serves as a Private Client Banker at Chase, a position he has held since 2021. In this role, he focuses on providing personalized banking services to high-net-worth clients. His responsibilities include managing client relationships, advising on financial products, and ensuring a high level of customer service. His experience in the financial sector supports his ability to meet the diverse needs of his clients in Portland, Oregon.
Previous Experience in Financial Services
Prior to his current role, Jeremy Aldrich worked as a Registered Representative at Equitable Advisors from 2020 to 2021 and at AXA Advisors from 2018 to 2019. In these positions, he provided financial advice and services to clients, helping them navigate investment options and financial planning. His experience in these firms contributed to his expertise in client management and financial solutions.
Background in Retail Management
Jeremy Aldrich has experience in retail management, having worked as a Support Manager at Wal-Mart Stores LLC from 2013 to 2014. In this role, he was responsible for overseeing operations and supporting staff to enhance customer service. Additionally, he served as Manager on Duty at Residence Inn by Marriott from 2016 to 2017, where he managed hotel operations and guest relations.
Education and Academic Qualifications
Jeremy Aldrich studied at John Brown University, where he earned a Bachelor of Science (BS) in Business Administration and Management from 2012 to 2015. He also attended Ashford University, furthering his education in business-related fields. His academic background provides a solid foundation for his professional endeavors in banking and finance.
Early Career and Internships
Jeremy Aldrich began his career with internships that provided him with valuable experience. He worked as a Marketing Intern at McEleney Chevrolet Buick GMC Toyota in 2011 for 10 months, where he gained insights into marketing strategies. Additionally, he served as a Technical Intern at Rockwell Collins from 2009 to 2010, which helped him develop technical skills relevant to his future roles.