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Robert
Garrett

Business Executive Robert V. Garrett possesses nearly 20 years of experience in several high-level management positions

Newport Beach, California

Throughout his career, Bob V. Garrett has achieved a wide variety of success with JPMorgan Chase & Co. and Chase Investment Services Corporation (formerly Bank One Corporation). In addition to assembling and overseeing numerous first-rate management and sales teams, Bob V. Garrett was responsible for developing several lucrative programs and campaigns. As Executive Vice President and Regional Investment Manager of the Western United States, Bob V. Garrett assembled a managerial staff that included several senior investment advisors while nearly doubling the number of financial advisors from 450 to 851. He led the team to a 1st place ranking among JPMorgan Chase regions by building account assets from zero to $4.5 billion in less than 12 months. During his time as Executive Vice President and Co-National Sales Director, Bob V. Garrett spent three years in the Eastern Region of the United States. With a team of 9 senior investment managers and 50 investment managers, as well as over 1,000 financial advisors, Bob V. Garrett and his team maintained a rate of double-digit growth for 3 consecutive years. To achieve this remarkable expansion, he implemented a number of programs to stimulate his employees. By creating a standardized course for the training and licensure of investment sales professionals, Bob V. Garrett tripled the number of licensed bankers in the region. He also designed a sales strategy for bankers and financial advisors that resulted in over $10 billion in external assets. In addition, he played an integral role in forming the Chase Strategic Portfolio. Representing the investment sales management division in the Senior Product Development Committee that implemented the portfolio, Bob V. Garret helped the new unified managed account grow to over $13 billion in assets under management.


Robert Garrett's Companies

  • Chase Investment Services Corporation 1993 - 2011 - Irvine, California
    Executive Vice President, Regional Manager
    Began as Branch Manager in 1993 and rose through the managerial ranks to current position in 2008. As Regional Manager, 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.