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Assistant Vice President - Private Client Banker/Small Business Specialist at JPMorgan Chase Bank, N.A.
📍 Hitchcock, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
3 Years
Current Role
Assistant Vice President - Private Client Banker/Small Business Specialist
Job Level
Senior
Location
Hitchcock, Texas, United States
Personality Overview

How Tanner shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Tanner cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2023
Assistant Vice President - Private Client Banker/Small Business Specialist
JPMorgan Chase Bank, N.A.
3-2023 - 7-2023
Acting Team Manager (Client Banking Services)
Charles Schwab
2-2022 - 7-2023
Specialist, High Net Worth Representative
Charles Schwab
11-2022 - 1-2023
Acting Team Manager (Client Service & Support - Pinnacle, High Net Worth Services)
Charles Schwab
6-2022 - 9-2022
Acting Team Manager (Client Service & Support - Core)
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Arts - BA
Texas A&M University Galveston Campus
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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