Job Title: Private Banker
Company: J.P. Morgan Private Bank
Industry: Finance & Retail Banking
Mentor Since: Fall 2022
Will Mentor: Early Career MBA, Undergrad Students
As a Private Banker at J.P. Morgan Private Bank, I advise successful individuals, multi-generational families and entrepreneurs, helping them to navigate the complex needs that come with significant wealth. By taking this thoughtful approach I am able to maintain being a trusted advisor on their financial journey and legacy planning.
J.P. Morgan Private Bank works with innovators, entrepreneurs, industry leaders and their families to help them achieve what they envision and make a difference. We offer our clients meaningful advice for today, tomorrow and future generations. Our teams navigate and connect clients to the full global resources of J.P. Morgan, giving them the confidence that they won’t miss out on a cutting-edge insight or a potential emerging opportunity. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.
Prior to joining JPM Private Bank, I spent over a decade in Branch Retail Banking where I have cultivated an outstanding experience in leading various complex business units while fostering my teams’ growth, surpassing firm’s business goals, and advocating the innovational way of banking.
Leadership Executive MBA from Seattle University Class of '22
BS from Northern Arizona University Class of '12
Mentoring Objectives & Scope
My goal is to become a trusted resource and an advocate for students interested in banking, finance and investments, with a personal mission of improving the inclusion of women, immigrants and refugees in the finance industry.
When and where do you hold meetings with your students?
I am happy to connect via zoom or in person.