Jahilene Umana in

Jahilene Umana

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Customer Service Representative at E*TRADE from Morgan Stanley
📍 Draper, Utah, United States

Jahilene Umana is an account and customer relations professional with a background in the financial services sector at firms like E*TRADE and Fidelity Investments. Now an Account Manager at Solgen Power, she leverages skills in CRM, customer retention, and data analysis. She holds a Bachelors degree from Utah Valley University.

In a previous role, she was responsible for actively cross-selling financial products and services to meet customer needs.

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Experience
7 Years
Current Role
Customer Service Representative
Location
Draper, Utah, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jahilene cares about

Account Management
Her most recent role is as an Account Manager at Solgen Power, building on extensive experience in customer-facing positions.
Customer Experience
Possesses a strong skill set in customer retention, communication, and relationship management (CRM) from multiple roles.
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Career

Work history

11-2023 - 10-2024
Customer Service Representative
E*TRADE from Morgan Stanley
3-2023 - 11-2023
Customer Relations Associate
Fidelity Investments
9-2022 - 3-2023
Account Manager
Solgen Power
9-2021 - 5-2022
Customer Service Representative
Mountain America Credit Union
10-2020 - 9-2021
Inbound Customer Service Representative
Utah Community Credit Union (UCCU)
In the press

Media appearances

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Education
2022 - 2025
Bachelor's degree
Utah Valley University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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