JPMorgan Private Client Services

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JPMorgan Private Client Services Employees

Employee
Years
Job
Industry
Kathleen Finnin Fratangeli Kathleen Finnin Fratangeli Pittsburgh, Pennsylvania Details
Kathleen Finnin Fratangeli's JPMorgan Private Client Services Experience March 2005 - November 2008
Job VP Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab  March 2014 - Present
Charles Schwab  May 2011 - March 2014
Charles Schwab  November 2008 - November 2010
JPMorgan Private Client Services   March 2005 - November 2008
TD Waterhouse  October 2003 - January 2005
Charles Schwab  October 1999 - February 2002
Banc One Securities (JPMorgan Asset Management)   August 1997 - October 1999
Principal Financial Group  May 1995 - March 1996

Education
Robert Morris University
BSBA, Organizational Leadership

Western Beaver High School

Joseph Cerniglia, CFP® Joseph Cerniglia, CFP® Oshkosh, Wisconsin Area Details
Joseph Cerniglia, CFP®'s JPMorgan Private Client Services Experience March 2000 - December 2009
Job
Industry Financial Services
Experience
Wells Fargo Private Bank  December 2009 - Present
UW-Oshkosh Family Business Forum   2014 - 2014
JPMorgan Private Client Services   March 2000 - December 2009
US Bank  1998 - 2000
Dunsirn Industries, Inc   1997 - 1998
Bank One  1989 - 1997
ITT Financial Services  1985 - 1989

Skills
Business Succession &..., Certified Financial..., Wealth Management, Investments, Series 7, Banking, Financial Analysis, Retirement Planning, Sales, Financial Services, Portfolio Management, Finance, Strategic Financial..., Estate Planning, Asset Allocation, Loans, Strategic Planning, Asset Management, Credit, Investment Advisory, Credit Analysis

Education
Marian College of Fond du Lac   1980 — 1985
BA

James Madison High School

Elizabeth Orick Elizabeth Orick Indianapolis, Indiana Area Details
Elizabeth Orick's JPMorgan Private Client Services Experience January 2006 - January 2010
Job Manager of Sales Administration at Humana
Industry Insurance
Experience
Humana  January 2013 - Present
Fifth Third Private Bank  February 2010 - June 2012
JPMorgan Private Client Services   January 2006 - January 2010
Charter One Bank  January 2006 - April 2006
Union Federal Bank  October 1997 - June 2005

Skills
Customer Satisfaction, Private Banking, Retail Banking, Customer Engagement, Office Management, Employee Benefits, Banking, Customer Service, Sales, Staff Development, Investment Banking, Coordinating Events, Project Management, Employee Engagement, CRM, Microsoft Office, Performance Management, Series 7, Process Improvement, Team Building, Outlook, Financial Reporting, PeopleSoft, Investments, Portfolio Management, Training, Management, Loans, Insurance, Leadership

Education
Indiana University-Purdue University at Indianapolis   2012 — 2012
certificate- Professional in Human Resources

University of Indianapolis - School of Business   2003 — 2007
Bachelor of Science

University of Indianapolis - School of Business   2000 — 2003
Associate in Science

Mt Vernon High School   1990 — 1994
Diploma received

Elizabeth Garry Elizabeth Garry Greater Detroit Area Details
Elizabeth Garry's JPMorgan Private Client Services Experience May 2005 - August 2005
Job Commercial Underwriter at FirstMerit Bank
Industry Banking
Experience
Citizens Republic Bancorp  May 2010 - Present
Citizens Bank - Flint  March 2009 - April 2010
Clarkston State Bank  March 2008 - February 2009
LaSalle Bank N.A.   July 2007 - March 2008
LaSalle Bank  September 2006 - June 2007
JPMorgan Private Client Services   May 2005 - August 2005

Education
Michigan State University   2002 — 2006
B.A., Finance & International Business

Howard Margolis, CTFA Howard Margolis, CTFA Greater Detroit Area Details
Howard Margolis, CTFA's JPMorgan Private Client Services Experience June 2004 - April 2007
Job Senior Vice President/Michigan Market Leader at Citizens Private Bank
Industry Investment Management
Experience
CIG Capital Advisors   March 2013 - January 2015
Financial Advisory at The PrivateBank   June 2007 - August 2012
JPMorgan Private Client Services   June 2004 - April 2007
Citigroup Trust   October 1997 - June 2004

Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Series 7, Strategic Financial..., Estate Planning, Securities, Series 63, Wealth Management..., Risk Management, Financial Advisory, Wealth, Banking, Asset Management, Financial Services, Finance, Private Banking, Financial Planning, Alternative Investments, Investment Advisory, Management, Asset Allocation

Education
Cannon Trust Schools   2000 — 2002
Certifed Trust and Financial Advisor desigation, Wealth Management, Taxation and Transfer

Walsh College of Accountancy and Business Administration   1988 — 1990
Master of Science - Finance

Regent's College, Univ. of London U.K.   1985 — 1985
B.A. -, Economics/Political Science

Michigan State University   1980 — 1985
B.A., Pre-Law/Economics

Steven Franklin Steven Franklin Greater Chicago Area Details
Steven Franklin's JPMorgan Private Client Services Experience January 2004 - June 2005
Job Regional Director at American Associates, Ben Gurion University of the Negev
Industry Financial Services
Experience
American Associates, Ben Gurion University of the Negev  January 2012 - Present
GCG Financial  September 2009 - December 2011
Performance Trust Investment Advisors   January 2009 - May 2009
American Asset Management Services Corp   January 2008 - May 2008
Citi Private Bank  July 2005 - November 2007
JPMorgan Private Client Services   January 2004 - June 2005
First National Bank of Chicago  1983 - 2003
Old Stone Bank  1981 - 1983
Continental Illinois National Bank  1974 - 1981

Education
University of Michigan - Stephen M. Ross School of Business   1972 — 1974
MBA, International Business, Finance

University of Michigan   1968 — 1972
BA, Political Science, Economics

Ted Williams, CFP® Ted Williams, CFP® Fresno, California Area Details
Ted Williams, CFP®'s JPMorgan Private Client Services Experience March 2004 - August 2008
Job Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  January 2015 - Present
Insurance General Agent   January 2013 - December 2014
Wells Fargo Advisors  February 2011 - September 2012
Wells Fargo Private Bank  August 2008 - March 2011
JPMorgan Private Client Services   March 2004 - August 2008
Prudential Financial  October 1996 - March 2004
Iberville Parish School System   January 1993 - June 1996

Skills
Investments, Financial Services, Retirement Planning, Wealth Management, Insurance, Wealth, Life Insurance, Long Term Care Insurance, Financial Advisory, Asset Allocation, Disability Insurance

Education
Louisiana State University   1990 — 1991
Bachelor of Science, Secondary Education

Louisiana State University   1988 — 1990
Bachelor of Arts, History and Political Science

Kim Larson Kim Larson Bloomington/Normal, Illinois Area Details
Kim Larson's JPMorgan Private Client Services Experience 2006 - 2008
Job Senior Vice President Wealth Management at Heartland Bank and Trust Company
Industry Banking
Experience
Heartland Bank and Trust Company  November 2012 - Present
Citizens First National Bank  August 2011 - November 2012
Riverside Community Bank  2008 - August 2011
JPMorgan Private Client Services   2006 - 2008

Skills
Wealth Management, Team Leadership, Strategic Financial..., Risk Management, Retirement Planning, Relationship Management, Portfolio Management, Investments, Investment Management, Investment Advisory, Financial Planners, Financial Analysis, Financial Advisory, Finance, Customer Service, Business Development, Asset Managment, Asset Management

Education
University of Illinois at Urbana-Champaign   1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General

Graduate School of Banking at the University of Wisconsin - Madison   1994 — 1996
Graduate

San Francisco State University   1984 — 1990
Bachelor of Science (BS), Business Adminstration (Finance)

University of Illinois at Urbana-Champaign   1977 — 1979
Civil Engineering

James Ryan Jeansonne James Ryan Jeansonne Columbus, Ohio Area Details
James Ryan Jeansonne's JPMorgan Private Client Services Experience October 2006 - September 2007
Job Digital Marketing | Communications | Social Media
Industry Marketing and Advertising
Experience
OhioHealth  May 2014 - Present
Gannett  June 2013 - April 2014
Highlights for Children  June 2011 - June 2013
Chase Home Finance  December 2009 - June 2011
JPMorgan Chase  February 2008 - November 2009
Quest Software  October 2007 - February 2008
JPMorgan Private Client Services   October 2006 - September 2007
CheckFree (Fiserv)   November 2005 - October 2006
Chase Investment Services Corp.  April 2001 - November 2005
JPMorgan Chase  June 1999 - April 2001

Skills
Social Media, Communications Strategy, Internal Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Online Marketing, Advertising, SEO, Marketing, Digital Marketing, E-commerce, Management, Content Management, Online Advertising, Project Management, Multi-channel Marketing, Strategic Communications, Marketing Management, Product Marketing, Strategy, SEM, Cross-functional Team..., Internal Communications, Leadership, Direct Mail, Strategic Planning, Direct Marketing, Integrated Marketing, Marketing Strategy, Vendor Management, Lead Generation

Education
Bowling Green State University   1992 — 1996
BA Arts & Sciences, Communications, Journalism

Jason Hessler J.D., CFP(tm) Jason Hessler J.D., CFP(tm) Artesia, New Mexico Details
Jason Hessler J.D., CFP(tm)'s JPMorgan Private Client Services Experience October 2005 - February 2007
Job Senior Vice President and Trust Division Manager for First American Bank
Industry Financial Services
Experience
1st Source Bank  February 2007 - November 2013
JPMorgan Private Client Services   October 2005 - February 2007

Skills
Commercial Litigation, Workers Compensation, Estate Planning, Insurance, Business Transactions, Banking, Appeals, Product Liability, Bankruptcy, Due Diligence, Mergers & Acquisitions, Trial Practice, Civil Litigation, Trusts, Small Business, Administrative Law, Real Estate, Risk Management, Mediation, Legal Writing, Loans, Insurance Law, Arbitration, Legal Research, Litigation, Courts, Employment Law, Torts, Personal Injury, Wills, Corporate Law, Tax, Family Law, Trust Services, Trust Management

Education
Indiana University Robert H. McKinney School of Law   2002 — 2005
JD, Law

Purdue University   1995 — 2001
Bachelor's degree, Financial Planning and Services

Ronald Bachrach Ronald Bachrach Greater New York City Area Details
Ronald Bachrach's JPMorgan Private Client Services Experience May 2005 - June 2010
Job Trust & Estates Attorney/Wealth Management Consultant
Industry Banking
Experience
Morgan Stanley Private Bank, N.A.   January 2012 - June 2012
JPMorgan-Private Client Services  May 2005 - June 2010
Bachrach Financial Services   January 2002 - April 2005
Guardian Trust Company  December 2000 - December 2001
Citibank Private Bank  January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of   March 1990 - August 1996
Home Life Insurance Company  October 1988 - March 1990
Sun & Bachrach Financial Services   July 1987 - October 1988
Equitable  April 1984 - June 1987
Law Office of Ronald Foreman   September 1983 - December 1983

Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning

Education
The American College
Master of Science Management (MSM)

Golden Gate University, School of Law   1979 — 1982
Juris Doctor, JD

Binghamton University
Bachelor of Arts (BA), Political Science

Member-California and District of Columbia Bars

SUC Brockport

Jacqueline Tytus Clay Jacqueline Tytus Clay Louisville, Kentucky Area Details
Jacqueline Tytus Clay's JPMorgan Private Client Services Experience 1992 - 2009
Job Investments
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2009 - Present
JPMorgan Private Client Services   1992 - 2009
JPMorgan  1992 - 2009
PNC Financial  1982 - 1992

Education
University of Louisville
bsc, Accounting

Kelly Condon Kelly Condon Rockford, Illinois Area Details
Kelly Condon's JPMorgan Private Client Services Experience October 2000 - June 2008
Job Wealth Management Associate at McGladrey
Industry Investment Management
Experience
McGladrey  May 2009 - Present
JPMorgan Private Client Services   October 2000 - June 2008

Education
Illinois State University   1997 — 1999
Bachelor of Science (B.S.), International Business

Pearl City Schools

John Klehfoth John Klehfoth Elkhart, Indiana Details
John Klehfoth's JPMorgan Private Client Services Experience December 1976 - March 2008
Job Senior Trust Advisor at Indiana Trust & Investment Management Company
Industry Investment Management
Experience
Indiana Trust & Investment Management Company   June 2008 - Present
JPMorgan Private Client Services   December 1976 - March 2008

Skills
High Net Worth..., Retirement Planning, Wealth Management..., Wealth Management, Asset Allocation, Investment Management, Investment Advisory, Trust Services, Asset Management, Estate Planning, Investment Strategies, Wealth, Investments, Securities, Mutual Funds, Portfolio Management, Certified Financial..., IRAs, Personal Financial..., Retirement, Financial Advisory

Education
Indiana University Bloomington   1968 — 1972