Ricardo  Garcia Patlan

Ricardo Garcia Patlan

Investment Professional @ J.P. Morgan

About

- I am a highly driven and determined student from the city of Monterrey, Mexico. I am currently a student attending the University of Texas A&M. Over the past 4 years of college, I have exemplified a relentless work ethic forged through different jobs and internships which included sales experience, leadership, training, and recruiting. I find joy in building relationships and helping others get out of their comfort zone. I am confident in my work ethic as I have worked 80+ hour weeks to the best of my ability while pursuing professional success. I look forward to the upcoming years as I keep the consistent effort towards my future goals.

Country

United States

City

San Antonio

Industry

Financial Services

Skill

Spanish, Relationship Building, Coaching, Team Leadership, Management, Recruiting, Communication

Experience

J.P. Morgan

Investment Professional

J.P. Morgan

LinkedIn
2026-1 - Present · 9 mos

San Antonio, TX

JPMorganChase

Associate Banker

JPMorganChase

LinkedIn
2024-12 - 2026-1 · 1 yr 2 mos

McAllen, TX

- Supported branch operations by accurately processing transactions, ensuring regulatory compliance, and coordinating with team members for smooth service delivery. - Educated customers on financial products and digital tools, promoting Chase’s mobile and online banking platforms, which helped increase digital adoption and improved client experience. - Emphasize building rapport with customers, understanding their financial need and providing personalized solutions.

Southwestern Advantage

Sales Representative

Southwestern Advantage

LinkedIn
2021-5 - 2024-12 · 3 yrs 8 mos

Arizona, Georgia, Florida

- Recorded $149,000 worth of personal sales in Florida, Georgia and Arizona - Top First Year and part of the #1 sales team - Approached over 11,880 families from various socioeconomic backgrounds and cultures, presented the product to 6,634 prospects, and built a base of over 529 clients - Executed all aspects of a personal business such as marketing, scheduling, presentations, sales, ordering inventory, accounting, delivery of products, and customer service - Worked over 900 hours over a period of 12 weeks during the summer of 2021, 2022 and 2023

Southwestern Advantage

Organization Field Leader

Southwestern Advantage

LinkedIn
2022-8 - 2024-9 · 2 yrs 2 mos

Nashville, Tennessee, United States

- Conducted all prospecting, recruiting, interviewing and selected 7 students for a direct sales program - Analyzed over 100 hours of advanced sales and management training as well as developed managerial and public speaking skills through the guidance of first-year salespeople - Led the #1 team in sales in 2022, and won Rookie Organizational Leader of the Year in 2023

The Dinerstein Companies

Leasing and Community Assistant

The Dinerstein Companies

LinkedIn
2022-9 - 2023-3 · 7 mos

College Station, Texas, United States

- Contributed to the team that pre-leased 100% of a luxury high-rise complex - Verify digital lease files are accurate, complete, and organized following company policy - Generate and retain an interest in Aspire's student housing community through inbound inquiries - Performed property tours and maintained a professional relationship through prospective tenant follow-ups

The Home Depot

Flooring Sales Associate

The Home Depot

LinkedIn
2020-1 - 2021-5 · 1 yr 5 mos

Mission, Texas, United States

- Aided customers into buying their desired products depending on their budget, need, and desire - Learned about product knowledge, customer service, and organization of the department -Tracked shelf products and over stock inventory

Taqueria 39

Food Server & Cashier

Taqueria 39

2018-5 - 2018-8 · 4 mos

Mission, Texas, United States

- Invited customers into the restaurant and accommodated them in an appropriate table - Instructed guests on menu specials, took food and beverage orders, and answered any questions needed - Carried out all transactions on the cash register including cash, card, refunds and exchanges.

Education

Texas A&M University

Texas A&M University

LinkedIn

Economics

2021-8 - 2024-5 · 2 yrs 10 mos
The University of Texas Rio Grande Valley

The University of Texas Rio Grande Valley

LinkedIn

Marketing

2020 - 2021-5 · 1 yr

Ricardo Garcia Patlan's Contact Information

Email

******@***.com

Phone

(**) *** ****

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