2012 AREAA National Convention

Executive Director

As a J.P. Morgan Banker, Gus evaluates the resources available throughout the firm to determine which are best suited for each client’s current and future needs. These include capabilities in financial planning, trusts and wealth transfer strategies, private banking and investments. Gus does this after first gaining a thorough understanding of his clients’ goals and priorities, determining their family responsibilities, plans for retirement, considering near-term and long-term goals. In addition, Gus involves specialists on the J.P. Morgan team to provide comprehensive wealth management capabilities that help his clients meet all of their financial goals. Gus has 14 years of experience in meeting clients’ special needs, as well as those of their business or profession, with special concern and consideration. He began his career in 1995 with Wells Fargo Bank in the Business Banking Group in Phoenix, Arizona as a Senior Relationship Manager. He joined the firm in 2007 as a Senior Private Banker. Gus holds the FINRA Series 7 and 63 securities license. Gus is a member of the MBA Council at Arizona State University, the National Society of Collegiate Scholars, the Risk Management Association (RMA), and Adelante (A JPMorgan Chase Latino employee networking group). Gus participates in continuing education courses provided through Six Sigma Qualtec (champion training for process improvement), W.P. Carey MBA Alumni and RMA. EDUCATION Executive MBA • W.P. Carey School of Business • Arizona State University Bachelor of Business Administration in Finance • Walsh College of Accountancy & Business Administration