简历
Andrea leads the Lending Solutions practice for the J.P. Morgan Private Bank Greenwich Office. She focuses on advising high net worth individuals and their families on utilizing prudent credit to manage their liquidity needs. Andrea’s goal is to provide the most cost-effective source of capital for her clients using portfolio lines of credit, mortgages and structured credit leveraging other assets on their balance sheets including, aircraft, commercial real estate, and fine art. Andrea’s clients include public and private company executives, hedge fund managers, principals of financial sponsors and entrepreneurs.
She started her career in private equity industry working for Merrill Lynch Capital Partners. She joined J.P. Morgan in 2013 as part of the ReEntry program, after electing to step out to raise her family for several years.
Andrea graduated summa cum laude from Boston College with a double major in finance and economics and earned her MBA from Harvard Business School. She was born and raised in Guatemala and in addition to English she speaks Spanish and German fluently.
Andrea and her husband, Nick, live in Rowayton, CT with their four children.
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
*必填栏目
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。