Hi I am
Misagh Khateri
Financial Adviser
10+ Years
Trading
8+ Years
Sell
5+ Years
Accounting
Services
List of Services I can supply
Banking
Provided comprehensive banking services, assisting clients with account management, financial transactions, and personalized banking solutions.
SWIFT transactions
Processed customer transactions efficiently, ensuring accuracy and compliance with banking regulations.
Financial Market Analysis
Analyzed market trends and economic indicators to provide insights and recommendations to clients.
Instruction
Conducted training sessions on financial analysis, helping clients and colleagues understand key financial principles.
Financial Statements
Reviewed and analyzed financial statements such as balance sheets, income statement, and cash flow to assess clients’ financial health and provide strategic guidance.
Client Portfolios
Managed and optimized client portfolios by aligning investments with their financial goals and risk tolerance.
Brokering
Facilitated financial transactions and investment opportunities, ensuring clients received the best market deals.
Consulting
Advised clients on financial strategies, risk management, and wealth-building opportunities.
Budgeting and Forecasting
Developed detailed budgets and financial forecasts to help clients and businesses plan for future financial stability.
About Me
Experienced Financial Adviser
Misagh Khateri is a finance and banking professional based in San Francisco. Currently an Associate Banker at JPMorgan Chase, he specializes in personalized financial solutions, customer service, and digital banking tools.
Previously, Misagh managed sales for AT&T and co-founded HighPeak Academy in Iran, where he led market analysis courses and strategic growth initiatives. With a background in accounting and certifications in financial analysis, he brings expertise in market strategy, budgeting, and client management.
100%
Adaptability
90%
Collaboration
90%
Leadership
100%
Negotiation
90%
Problem-solving
90%
Client Care
Experience
Associate Banker
J.P. Morgan Chase, San Francisco, CA
September 2024 – PRESENT
Provides tailored financial solutions by engaging clients in meaningful conversations about their banking needs. Supports branch operations by assisting with teller transactions, including deposits, withdrawals, and payments, ensuring accuracy and efficiency. Proactively educates customers on digital banking tools to enhance their banking experience and streamline account management. Collaborates with the banking team to identify and refer opportunities for personal and business financial growth. Ensures compliance with regulatory requirements and internal policies, maintaining a secure and professional environment. Delivers exceptional service by addressing customer inquiries and resolving issues promptly, fostering trust and satisfaction.
Territory Sales Manager
Envision Bay Consulting – AT&T, San Francisco, CA
July 2024 – September 2024
Lead business-to-business sales pitching of AT&T products (phone lines, internet air and fiber, and Direct TV) for regional AT&T sales campaign Processing various orders using SARA+ order processing system Individualized calculation of plans and service costs for each customer including promo eligibility Building client relationships and establishing trust with customers using multiple sales methods and showcasing credibility of knowledge of the products Resolving customer questions and concerns efficiently.
Co-Founder, Financial and Investment Manager, Lecturer
HighPeak Academy, Isfahan, Iran
January 2020 – January 2024
Led private and public technical and fundamental market analysis courses for over 60 students. Established and led a dynamic executive team, driving strategic growth initiatives. Engineered online marketing campaigns and optimized company website, resulting in increased student enrollment. Oversaw a multifaceted team of six professionals, coordinating activities and ensuring seamless operations. Managed financial transactions, including AR, AP, and payroll processing using Parsian Accounting software. Achieved an average of 20% gain monthly in a brokerage account, crafting tailored investment portfolios for clients. Spearheaded strategic business planning and negotiations with the parent company, fostering sustainable partnerships and revenue growth.
Contact me
Cultivating Connections: Reach Out and Contact with Me
Misagh Khateri
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Roham Esmaeili