Valeri Burgess
About Valeri Burgess
Valeri Burgess serves as a Senior Client Associate and Vice President at Chase, where he has worked since 2008. He previously held positions at Bank One and JPMorgan Chase & Co., gaining extensive experience in commercial real estate and loan consulting.
Work at Chase
Valeri Burgess has been employed at Chase since 2008, serving as a Senior Client Associate and Vice President. In this role, he has accumulated over 16 years of experience in client relations and financial services. His responsibilities include managing client accounts and providing tailored financial solutions. The position requires a strong understanding of the banking industry and effective communication skills to meet client needs.
Previous Experience at Jpmorgan Chase & Co.
Before joining Chase, Valeri Burgess worked at Jpmorgan Chase & Co. as a Loan Consultant from 2000 to 2008. During this eight-year tenure in New York, he focused on providing loan solutions to clients, which involved assessing financial needs and advising on suitable loan products. This experience contributed to his expertise in client management and financial analysis.
Early Career at Bank One
Valeri Burgess began his career at Bank One, where he worked as a Commercial Real Estate Analyst for a period of 10 months from 1999 to 2000. In this role, he was involved in analyzing commercial real estate transactions and providing insights that supported investment decisions. This foundational experience in real estate finance laid the groundwork for his subsequent roles in the banking sector.
Education and Expertise
While specific educational details are not provided, Valeri Burgess's career trajectory indicates a strong background in finance and client relations. His roles have required a deep understanding of financial products, market analysis, and client service, showcasing his expertise in these areas over his extensive career in the banking industry.