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Work experience

Apr 1993Feb 2011

Executive Vice President, Regional Manager

Chase Investment Services Corporation
Began as Branch Manager in 1993 and rose through the managerial ranks to current position.  As Regional  Investment Manager in 2008, built a team of 8 Senior Investment Managers with 48 Investment Managers and 851 Financial Advisors from the ground up. Region encompassed 1,800 branches with over $30 billion in client assets under management.
  • Led team in implementing the Chase Investment Program to Washington Mutual branches with priority focus on branch integration and delivering the private bank experience to retail clients. This resulted in the #1 ranked region for partnering with other Chase business lines. 
  • Grew managed account assets from zero to $4.5 billion in less than two years, resulting in the territory being #1 out of 4 regions for annual revenue growth. 
  • Expanded Financial Advisors from 450 to 851 and reduced administrative staff from 250 to 60. Achieved double digit year-over-year sales growth and decreased salary expenses by over $6.5 million.
  • Developed and led region-wide training programs on the implementation of a tactical sales process, advisory based brokerage services, wealth planning, insurance and trust estate services. This comprehensive relationship based approach resulted in 3 consecutive years of incremental AUM growth.


Sep 1988Jun 1992

Private Pilot License

Louisiana Technical University


Structure and Manage Compliance
Focused Marketing & Advertising
Staff Performance Improvement
Wide-Scale Project Management
New Product Introduction & Sales Training
P&L Management
Develop/Implement Unified Sales Processes
Build & Manage Top Performing Management/Sales Teams


Senior Wealth Management Executive Robert V. Garrett began his career with Banc One Corporation (later Bank One) as a Branch Manager in Dallas, Texas. Due to his exceptional performance as Branch Manager, which included membership in Banc One’s President’s Club, Robert V. Garrett was promoted to Vice President and Financial Advisor of Bank One Securities. During four years in this position, Robert V. Garrett achieved significant success. Through client seminars, cold calling, and branch integration, he developed a client portfolio that eventually exceeded $50 million in assets. Honored as the company’s leading financial advisor in proprietary mutual fund sales by the Chief Executive Officer, Robert V. Garret was also ranked among the top 25 financial advisors at Bank One all four years. Earning the title of Senior Investment Manager, Robert V. Garrett was called upon to reshape an underperforming region. In a single year, he improved the territory’s national ranking from 28th to 2nd. In addition to his role as Senior Investment Manager, Robert V. Garrett also became the Senior Vice President of the North Texas and North Louisiana region. Creating a new management team consisting of 8 investment managers, he once again developed strategies for expedited growth. In addition, Robert V. Garrett was recognized as the company’s top Senior Investment Manager. Relocating to the Midwest, Robert V. Garrett became the Senior Vice President and Regional Manager for Illinois, Indiana, and Wisconsin. While Bank One became part of JPMorgan Chase & Co., he oversaw his region’s rise to the top, with product sales, revenue, and assets under management ranked at the top of the company during all three years of his tenure. Robert V. Garrett soon became an Executive Vice President and Co-National Sales Director. Once again managing the top U.S. region, Robert V. Garrett’s branches achieved double-digit growth annually during his stint as Co-National Sales Director. In his most recent position as Executive Vice President and Regional Investment Manager of the Western United States region, he oversaw 1,800 branches and $30 billion in client assets, $4.5 billion of which he helped develop in less than 2 years.


Motorcycling, Boating, Aviation.


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