Krish Dave
About Krish Dave
Krish Dave is a Relationship Banker with over two years of experience in the mutual fund industry. He currently works at JPMorgan Chase & Co. and holds Series 6 and 63 licenses, demonstrating his qualifications in financial services.
Work at Chase
Krish Dave has been employed at JPMorgan Chase & Co. as a Relationship Banker since 2018. In this role, he has accumulated six years of experience in managing client relationships and providing financial services. His responsibilities include assisting clients with their banking needs and offering tailored financial solutions. He has developed a strong understanding of the financial products offered by Chase, which enhances his ability to serve clients effectively.
Education and Expertise
Krish Dave studied Finance at Hofstra University, where he earned a Bachelor of Business Administration from 2011 to 2015. His academic background provides him with a solid foundation in financial principles and practices. He also possesses expertise in using CRM systems and Salesforce, which are essential tools for managing client interactions and data in the financial services industry.
Background in Financial Services
Krish Dave has over two years of experience specifically in the mutual fund industry. Prior to his current role at Chase, he worked as a Client Specialist at BNY Mellon from 2016 to 2018, where he gained valuable insights into client management and financial products. He also completed a two-month internship at VanEck in 2013, which further enhanced his knowledge of the financial sector.
Licenses and Certifications
Krish Dave holds Series 6 and 63 licenses, which are required for financial services professionals who deal with mutual funds and variable annuities. These licenses demonstrate his commitment to maintaining industry standards and his capability to provide clients with informed financial advice.
Early Career Experience
Before entering the financial services industry, Krish Dave worked at Kumon as an Instructor and Front Desk staff from 2008 to 2009. He also served as a Student Aide at Hofstra University from 2013 to 2015. These early roles provided him with foundational skills in customer service and education, which are beneficial in his current banking position.