Umer Awan

Umer Awan is a highly analytical and customer-centric financial services executive with eight years of experience in the industry, working with companies like JP Morgan Chase and Merrill Lynch.

He excels in relationship building, bringing expertise across the full client lifecycle, from identifying potential clients to onboarding and providing ongoing consultation and cross-selling.

With a background in Business and Financial Analysis, Umer possesses proven analytical skills in investment analysis, quantitative modeling, risk management, and complex financial transactions.

He is solution-focused, dedicated to finding innovative ways to meet clients' needs and improve business outcomes.

Umer Awan holds a Master of Business Administration with a concentration in Finance from Syracuse University and a Bachelor of Science in Business Management from Pepperdine University.

His professional experience includes roles as Assistant Vice President - Associate Banker at Citi Private Bank, Client Service Associate at J.P. Morgan, Financial Advisor at Merrill Lynch, Officer / Relationship Banker at J.P. Morgan Chase Bank N.A., and Office Representative at State Farm.