Managing Director Banker
As a J.P. Morgan Client Advisor, Colleen Dean develops and manages relationships with individuals, families, corporate executives and foundations. She is responsible for evaluating the resources available throughout the firm to determine which are best suited and most appropriate for each client’s current and future needs. She gains a thorough understanding of her clients’ goals and priorities, and then collaborates with J.P. Morgan specialists to ensure a holistic and comprehensive recommended plan. Colleen’s team of specialists provides expertise in liquidity management, lending solutions, investments, philanthropy, wealth transfer and estate planning.
Colleen began her financial services career with J.P. Morgan in Credit Analysis and Underwriting in Houston, Texas in 1986. She then joined the firm’s Oilfield Service and Manufacturing Commercial Lending Group, followed by Human Resources and Loan Review. Colleen joined J.P. Morgan Private Bank’s Fort Worth office in 1992. In 2001, she relocated to the San Antonio office, where she continues to serve J.P. Morgan Private Bank clients. Colleen is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 9, 10, 63, and 24 licenses.
Colleen is Advisory Director for the Texas State University’s McCoy College of Business. She is a Director and immediate past Board Chair for the YMCA of Greater San Antonio, and Advisory Director for The Nature Conservancy in Texas. Other community affiliations include Texas Lion’s Camp, prior Trustee for Southwest School of Art and prior Treasurer for the Cancer Center Council.
Colleen has an M.B.A. in Finance and Accounting from The University of Texas and a B.S. in Home Economics from Texas State University.
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。