Robert Garrett

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Throughout his career, Bob V. Garrett has achieved a wide variety of success with JPMorgan Chase & Co. and Chase Investment Services Corporation (formerly Bank One Corporation). In addition to assembling and overseeing numerous first-rate management and sales teams, Bob V. Garrett was responsible for developing several lucrative programs and campaigns. As Executive Vice President and Regional Investment Manager of the Western United States, Bob V. Garrett assembled a managerial staff that included several senior investment advisors while nearly doubling the number of financial advisors from 450 to 851. He led the team to a 1st place ranking among JPMorgan Chase regions by building account assets from zero to $4.5 billion in less than 12 months. During his time as Executive Vice President and Co-National Sales Director, Bob V. Garrett spent three years in the Eastern Region of the United States. With a team of 9 senior investment managers and 50 investment managers, as well as over 1,000 financial advisors, Bob V. Garrett and his team maintained a rate of double-digit growth for 3 consecutive years. To achieve this remarkable expansion, he implemented a number of programs to stimulate his employees. By creating a standardized course for the training and licensure of investment sales professionals, Bob V. Garrett tripled the number of licensed bankers in the region. He also designed a sales strategy for bankers and financial advisors that resulted in over $10 billion in external assets. In addition, he played an integral role in forming the Chase Strategic Portfolio. Representing the investment sales management division in the Senior Product Development Committee that implemented the portfolio, Bob V. Garret helped the new unified managed account grow to over $13 billion in assets under management.

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