Reza Shabani
About Reza Shabani
Reza Shabani is a Private Client Banker at Chase in Moraga, California, where he has worked since 2019. He has extensive experience in banking, having held various positions at Wells Fargo and has a strong educational background in finance.
Work at Chase
Reza Shabani has been employed at Chase as a Private Client Banker since 2019. In this role, he analyzes financial information from clients to develop strategies that help them achieve their financial goals. He organizes client appointments to gather necessary information and formulate tailored financial solutions. Additionally, he provides notary public services as part of his responsibilities.
Previous Experience at Wells Fargo
Prior to his current position, Reza Shabani worked at Wells Fargo in various roles. He served as a Registered Personal Banker II for nine months in Orinda, California, from 2018 to 2019. Before that, he was a Licensed Personal Banker for two years, also in Orinda, from 2016 to 2018. His career at Wells Fargo began as a Bank Teller, where he worked for ten months in 2015 to 2016.
Education and Expertise
Reza Shabani has a strong educational background in finance. He studied at Islamic Azad University, where he earned a Master of Business Administration (M.B.A.) in Finance and Financial Management Services in 2012. He also attended Golden Gate University, achieving a Master’s Degree in Finance from 2013 to 2015. Additionally, he holds a Bachelor's degree in Industrial Management from Islamic Azad University, completed between 2006 and 2011.
Professional Licenses and Certifications
Reza Shabani holds several professional licenses that enhance his qualifications in the financial sector. He is licensed under FINRA with Series 6 and 63, which allows him to engage in certain investment activities. Furthermore, he is a licensed Life Insurance Agent in the State of California. These certifications support his ability to provide comprehensive financial services to his clients.
Role in Client Relationship Management
In his role as a Private Client Banker, Reza Shabani focuses on enhancing client relationships by referring clients to bank partners, including investment managers and mortgage consultants. This collaborative approach aims to provide clients with a broader range of financial solutions and services tailored to their specific needs.