Harold Dilema
Vice President, Annuities Practice Lead U.S. Private Bank
简历
Harold Dilema serves as the Annuities Practice Lead for the Private Bank. Harold collaborates with field leadership to implement insurance and retirement strategies into the J.P. Morgan Private Bank strategy. He provides a broad understanding of the investment product offering, market insights and investment themes, and serves the subject matter expert on the Private Bank annuity platform.
Harold has more than 20 years of success across the financial services and insurance industries. Leveraging extensive experience managing market share growth and financial strategies for organizations, he is an asset to the Wealth Management businesses in achieving growth and business development goals. His broad areas of expertise include marketing, relationship management, wholesaling and financial planning strategies leveraging annuities, life insurance and long-term care products.
Harold attended Arizona State University where he earned an MBA and a Bachelor of Science Degree in Global Business. Harold earned the Retirement Income Certified Professional, Chartered Advisor for Senior Living designations and holds Series 6, 63 and 65 licenses as well as the Arizona State Life and Health license.
Harold is an avid tennis player and former member of the Northern Arizona University NCAA men’s tennis team. He, his wife and two daughters love animals and enjoy traveling.
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