Manage business contacts for Financial Services

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first american born in queens new york my father's dominican and my mother's colombian from a very young age my mother really implemented in me that anything that i want i can do where i always keep them in mind whenever i'm giving advice to a client would my parents be happy with what i just deliver to this person my name is radha mas pineda also known as rad i am a jp morgan private client advisor i've been at the firm with jp morgan for 11 and a half years and every single quarter month weekday has been fun very early on in the start of my career i realized that working at a bank isn't just helping people move money around here at the firm we work very closely with our bankers that help our clients that we cover holistically at the center of everything the main captain of the team is the client [Music] usually up around six in the morning and my day starts with a cup of coffee go downstairs i try to read as much as i possibly can i'm in the office usually the first one in you know i send my emails to my team to make sure that they know where i am how my day is looking a couple client meetings usually anywhere from two to four meetings per day and in between just reading everything that's happening in the world and connecting with clients hey gisele brad with jp morgan how are you happy tuesday susan it's rad with jp morgan how are you hey michael how's it going it's rad a successful day for me would be having at least 10 15 conversations with clients just making sure that everything is okay in their lives personally and with what we have as far as investments what did you think of the call earlier the conference call [Music] home by six usually to my kids who are jumping all over me and they need that to start being that at a hundred percent other than spending quality time with my kids my favorite thing to do is to cycle i welcome the opportunity to take a day off here and there and ride my 40 50 miles on my road bike part of my own retirement plan is to work very hard for the next you know 25 years and go around the country on my bike at some point with a group of friends it is so liberating makes me feel like a kid again [Music] out of my siblings i am the oldest first generation my parents came here they literally came here with nothing and i wish i was an advisor when my parents really needed one like they didn't plan ingly and like that always hits me like look i have two kids they both have 529 plans they own mutual funds they own stocks they own like my son and i speak about his portfolio he's nine he owns four stocks he saves every month to buy a stock i never had that conversation at night that's my why i am very mindful of trying to help everyone that i interact with irrespective of what the need is or what their net worth is everyone needs good advice as long as they're willing to listen i'm willing to share [Applause] [Laughter] you