Rebecca Lomax
About Rebecca Lomax
Rebecca Lomax is a Private Client Banker at Chase, where she has worked since 2020. She has a diverse background in finance and education, holding a Master's degree in Management from the University of Indianapolis and a Bachelor's degree in Dance and Business from Ball State University.
Work at Chase
Rebecca Lomax has been employed as a Private Client Banker at J.P. Morgan Chase Bank, N.A. since 2020. In this role, she provides personalized banking services to high-net-worth clients, focusing on their financial needs and goals. Her experience in the banking sector allows her to offer tailored financial solutions and advice. She has expressed enthusiasm for her position at Chase, indicating a commitment to delivering quality service to her clients.
Education and Expertise
Rebecca Lomax holds a Master's degree in Management from the University of Indianapolis, which she completed from 2017 to 2019. She also earned a Bachelor of Science (B.S.) in Dance and Business from Ball State University, where she studied from 2010 to 2015. Her educational background provides her with a solid foundation in both management principles and financial practices, enhancing her capabilities as a Private Client Banker.
Previous Work Experience
Prior to her current role at Chase, Rebecca Lomax held several positions that contributed to her professional development. She worked as a Financial Wellness Consultant at KeyBank from 2018 to 2020, where she focused on helping clients improve their financial literacy. Additionally, she served as a Dance Program Director at Interactive Academy from 2016 to 2018 and as an Instructional Assistant at Belzer Middle School from 2015 to 2016. These roles provided her with diverse experiences in education and client interaction.
Certifications and Licenses
Rebecca Lomax has successfully passed several financial examinations, including the Securities Industry Essentials (SIE), Series 6, Series 63, and Life and Health examinations in Indiana. These certifications demonstrate her knowledge and competency in financial services, enabling her to provide informed guidance to her clients in her role as a Private Client Banker.
Graduate Assistant Experience
During her time at the University of Indianapolis, Rebecca Lomax worked as a Graduate Assistant from 2017 to 2019. In this position, she supported faculty and students, gaining valuable experience in an academic environment. This role complemented her studies and helped her develop skills in communication and organization, which are beneficial in her current banking career.