Jequane Roberts

Jequane Roberts has a diverse work experience in the finance industry. Jequane started their career at Chase in 2010 as a Teller and progressed to become a Personal Banker, Relationship Banker, and eventually a Private Client Banker. In these roles, they managed personal, corporate, and small business accounts and developed strong relationships with clients. In 2021, Jequane joined BlockFi as a Client Services Associate, where they served as the primary contact for retail clients and helped with onboarding and training. Jequane later became a Client Relationship Manager, responsible for managing high net worth individuals and business clients. As a Private Client Consultant, they built relationships and negotiated terms to help clients meet their financial goals. Jequane's most recent role is as an Account Manager at Bento for Business, a fintech company that provides payment and expense management services to small and mid-size businesses. In this role, they offer businesses tools to better manage card-based payments and expenses. Throughout their career, Jequane has consistently exceeded performance metrics and achieved goals for sales and customer service.

Jequane Roberts attended Schoolcraft College, but no information was provided regarding the start and end year, degree name, or field of study. Additionally, Jequane has obtained certifications in the Series 6 and Series 63 from FINRA, but no information was provided regarding the month or year of obtaining these certifications.