JP Morgan Chase Private Bank
Address: 270 Park Avenue, New York, NY 10017 Phone: (212) 464-1909Category: : : : : : : Website: Place name: Hours: Website: https://am.jpmorgan.com/private-bank/public/gl/en/global-offices-us-new-york-ny Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (7) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of J.P. Morgan Private Bank Posting publicly on the Web Write a review Reviews 11 Google reviews From J.P. Morgan Private Bank "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special...More "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals."
JP Morgan Chase Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Chase Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JP Morgan Chase Private Bank Salaries. You can even request information on how much does JP Morgan Chase Private Bank pay if you want to. Learn about salaries, pros and cons of working for JP Morgan Chase Private Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11 JP Morgan Chase Private Bank employees in database. Find out everything there's to know about JP Morgan Chase Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JP Morgan Chase Private Bank Employees
Opus CMC August 2015 - Present
PHH Mortgage June 2012 - July 2015
JP Morgan Chase Private Bank July 2011 - May 2012
Morgan Stanley January 2011 - July 2011
Morgan Stanley December 2004 - January 2011
United Financial Mortgage Corp. September 2002 - December 2004
Skills
Loans, Credit, Compliance, Customer Service, Funding, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Closings, Training, Microsoft Excel, Banking, Finance, Leadership, Loan Origination, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
M.B.A., Business Administration
Loyola University of Chicago 1998 — 2002
B.A., Finance
Maine East High School 1996 — 1998
General Studies
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
JP Morgan Chase Private Bank 2013 - 2015
LSO Events & Public Relations, Inc. March 2011 - February 2012
Fordham University 2011 - 2012
Citibank August 2008 - October 2010
GenSpring Family Offices September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC. July 1999 - October 2007
The Lord"s Place 2006 - 2007
The Retreat 2000 - 2002
UBS December 1997 - December 1999
French Chamber of Commerce September 1996 - April 1998
Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases
Education
Pine Manor College
Certificate of French Language and Culture
University of Delaware
Bachelor of Arts
Payroll Management Assistance January 2015 - Present
F.I.G.H.T. for Families Fellowship August 2006 - Present
Gastroenterology Assoc. August 2011 - November 2014
JP Morgan Chase Private Bank March 2003 - May 2009
Skills
Leadership, Management, Team Leadership, Event Planning, Training, Microsoft Office, Customer Service, Fundraising, Office Administration, Public Speaking, PowerPoint, Leadership Development, Strategic Planning, Coaching, Social Networking, Financial Analysis, Team Building
Education
Goldey-Beacom College
Business Administration and Management, General
Credit Suisse September 2008 - Present
Lehman Brothers November 2006 - September 2008
JP Morgan Chase November 2003 - November 2006
JP Morgan Chase Private Bank May 2002 - October 2004
JPMorgan Chase June 2000 - May 2002
Skills
Investment Banking, Investments, Fixed Income, Alternative Investments, Emerging Markets, Mutual Funds, Portfolio Management, Equities, Securities, Banking, Credit, Investment Management, Financial Services, Structured Products, Loans, Private Banking
Education
Binghamton University 1996 — 2000
BA, Economics
JP Morgan Private Bank February 2011 - Present
Jamar Labs LLC April 2010 - February 2011
Lipton Financial Services, Inc. June 2004 - December 2007
Sidoti & Co., LLC August 2000 - June 2004
JP Morgan Chase Private Bank April 1995 - August 2000
Eickhoff Economics Inc. November 1990 - April 1995
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
New York University - Polytechnic School of Engineering
Mechanical Engineering
University at Albany, SUNY
B.S., Statistics
Northern Trust January 2011 - Present
Geller Family Office Services LLC August 2004 - September 2010
Braun Business Management 2003 - 2004
JP Morgan Chase Private Bank 1995 - 2003
Chemical Bank 1993 - 1995
PriceWaterhouseCoopers 1989 - 1993
Skills
Investments, Wealth Management, Estate Planning, High Net Worth..., Private Banking, Trusts, Wealth Management..., Finance, Financial Services, Wealth, Hedge Funds, Asset Managment, CRM, Investment Management, Alternative Investments, Investment Advisory, Securities, Fixed Income, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Asset Management
Education
Pace University
BBA/MBA, Accounting
Bank of America Private Bank October 2004 - Present
JP Morgan Chase Private Bank October 1999 - October 2004
Education
The University of Texas at Austin 1996 — 1999
L.E.K. Consulting September 2014 - Present
L.E.K. Consulting September 2007 - August 2012
JP Morgan Chase - Private Bank June 2006 - August 2006
Banc of America Securities June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Due Diligence, Management Consulting, Valuation
Education
Tuck School of Business at Dartmouth 2012 — 2014
MBA
Boston College 2003 — 2007
BS, Finance & Accounting
University of MD - PSTTAP May 2011 - Present
MD Department of Public Safety and Correctional Services September 2008 - May 2011
JP MORGAN CHASE PRIVATE BANK August 2006 - March 2008
JPMorganChase April 2004 - August 2006
JPMorganChase June 2002 - April 2004
JPMorganChase February 1999 - June 2002
F. Schumacher & Co. December 1995 - February 1999
Upper Bay Community Support Services 1994 - 1995
Education
University of Maryland Baltimore County 2006 — 2012
Master of Science (M.S.), Information Systems, 3.324 Cum GPA
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), French Studies
Penn State University 1989 — 1990
Mechanical Engineering
Marsh & McLennan Companies, Inc. May 2014 - Present
The Mogil Organization October 2010 - May 2014
EAC Brokerage Inc February 2006 - October 2010
North & Star Insurance Agency August 2002 - February 2006
JP Morgan Chase Private Bank 2000 - 2001
Skills
Umbrella Insurance, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Liability, Employment Practices..., Directors & Officers..., D&O, Commercial Lines, Inland Marine, Casualty, Property Claims, Insurance Brokerage
Education
Pace University - Lubin School of Business 2002 — 2003
MBA, Finance
Pace University - Lubin School of Business 1996 — 2000
BA, Finance