簡歷
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.
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。