Kevin HysenbegasiKevin HysenbegasiSenior Associate, Wealth Management Banking Sales Specialist
About Kevin
Kevin is a Senior Associate and Banking Sales Specialist at J.P. Morgan Wealth Management, a business of J.P. Morgan.
The Wealth Management Banking Sales Specialists are trusted extensions of the Advisor team with a specialized focus on banking and general cash management, helping identify new client opportunities and proposing customized strategies for existing client needs.
In this role, Kevin utilizes his knowledge of banking and liquidity management to partner with the team of banking specialists and help drive Advisor education and adoption of banking strategies. Using his understanding of the current rate environment and competitive landscape, his responsibilities include planning new business development activities and positioning deposits to help advisors gather assets. In addition, Kevin focuses on the creation and delivery of targeted sales marketing opportunities and collateral in order to drive awareness of the business.
Kevin comes to J.P. Morgan with a strong background in financial services. As a Financial Advisor, he helped manage clients' assets and provide advice that fit their specific investment needs, after which he moved into the role of a Relationship Manager. In this role, Kevin partnered closely with Senior Financial Advisors, assisting clients with their overall financial goals and managing their banking relationships.
Kevin graduated from Pace University with a B.B.A. in Business Management while also obtaining his FINRA Series 7, 63, and 65 securities licenses and his NY State Insurance License. He currently resides in Brooklyn, NY.
Insights
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