Type Of Business:
Financial company
Expertise:
Instruction of bankers; Personal and business banking; Investments; Home lending; Credit services
Major Product/SVS:
Business and personal banking; Investment solutions; Home lending; Credit card services
Hobbies/Sports:
Basketball; Football; Baseball
Education Degrees:
Dual Bachelor of Arts in Journalism and Political Science, University of Connecticut (1996)
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of his career is at a time of heavy expansion — Chase is building 11 new branches over the next three years in southwest Florida — and Mr. Allegra is responsible for establishing the Naples branch as the main training facility for all new hires.
Charity:
Big Brothers Big Sisters of America
Number Of Years In Profession:
4
Number Of Years In Current Position:
3
What Does He/She Attribute Success To:
He attributes his success to being resourceful, getting to know his customers on a first-name basis and genuinely caring about them.
Why did you become involved in your profession or industry?:
He became involved in his profession because, after spending 10 years as an editor and writing involved in interviewing and getting to know various subjects, he felt he could better utilize his people skills in the financial services industry.
Position Responsibilities and Duties:
Acting as retail bank branch's liaison for partners in areas of investing, lending and business banking
Education Certifications:
License, Series 6 and 63, States of New York and Florida; Life Insurance Agent, States of New York and Florida; Notary Public, States of New York and Florida
Awards/Honors:
Top 100 Personal Banker in Nation, President's Club Member, JP Morgan Chase (2009); Sports Writer of the Year, New York Press Association (1999, 2004); Five-Time Recipient, Best Sports Coverage, Panel of U.S. Press Associations
Where Will You Be In 5 Years:
In five years, Mr. Allegra hopes to remain a president's club member, and eventually move into a national sales trainer position while obtaining his CPA & CFP designations.