Westlake Village, CA

[MUSIC PLAYING]

What sets JPMorgan Private Bank apart is the fact that we're a global enterprise, but we have a very local focus. We are able to bring our global thought leadership into the local communities, into the people's backyards.

What JPMorgan is bringing to the Westlake Village market is a tremendous amount of broad-based experience, sophistication, market research, a ton of content, and we're bringing it to boots on the street right here in the community.

I work at JPMorgan because I believe it's one of the top firms in the world with an unparalleled platform for wealthy individuals. The people here are smart, hardworking, and engaged. And I really value what we can do for our clients.

What attracted me to the Private Bank here in Westlake Village was just the opportunity to represent the strongest firm in the wealth management sector, the best platform, and also with the best leadership. The new office helps me facilitate a lot of different functions for the job I have here.

One of the most important things is making sure we can connect the community with our resources, and having a space to do so is very important. Having such diverse backgrounds here in the office really helps us not only provide the best guidance for our clients, but it only makes us better as advisors.

It's been such an exciting journey to watch the growth of this team. I love that JPMorgan has invested in me as a person, as an individual, and they've provided me with resources that I never thought was possible.

Working at the Private Bank is very rewarding. Not only helping our clients to achieve their financial goals, we partner with the clients, as well as the local community to give back. And am part of a small nonprofit that we donate backpacks and school supplies and volunteer events and beach cleanups and things like that. It really gives back to the community, and gives us so much pleasure.

We've done a great job bringing the right talent and the right resources together, so that every banker, not just every client, feels like they're equipped with everything that they need to bring the best of themselves and the best of the firm into the community and into their meetings with their clients, and into the financial decision making of their clients.

And we're super excited to be able to provide the best of JPMorgan Private Bank and the best of Westlake Village team. To anybody that walks through these doors, you're part of the family at JPMorgan Private Bank here in Westlake Village. 

Speaker 1 (00:00):

Okay. Sound sounds rolling on A and B And go for slate. We're set. Alright. So Ila, please tell us your name and your title. 

Speaker 2 (00:15):

My name is Isla Kalani. I'm the market team lead for the Pacific Central Coast based in Westlake Village, California. Lemme say private bank in there. Yes, please. Yeah. Um, my name is Isla Kalani. I'm the market team lead for the JP Morgan private bank overseeing the Pacific Central Coast out of the beautiful Westlake Village, California. 

Speaker 1 (00:38):

So now let's do that again, but this time add the temporary title for the series. Say hello, my name is I Kani team lead here at JP Morgan Private Bank in Westlake Village. And this is my leadership spotlight. 

Speaker 2 (00:51):

Okay. Um, I'm trying to see, maybe I need some, um, um, lip gloss or something or something. 'cause I think my lips are getting dry. Um, 

Speaker 1 (01:05):

Sorry. Send you the ring. Can I get it? Yeah, yeah, 

Speaker 2 (01:09):

Yeah, yeah. But I can say it then until she comes back. My name is Isla Kalani. I'm the market team lead for JP Morgan private bank overseeing the Pacific Central Coast out of the beautiful Westlake Village, California. And this is my leadership spotlight. Should I do another one with, and this is my story. Can 

Speaker 1 (01:33):

You get some gaffer tape? That, those locking thing? Yeah. So like, that's the noise that we keep hearing. See if, hopefully the buzzer won't call, but could you take those back please? The buzzer 

Speaker 2 (01:44):

The buzzer, um, only goes off before 8:00 AM and after 5:00 PM So yeah. 

Speaker 1 (01:50):

And, and also just make a little test so that you don't take the finish off the door or anything, but try to just keep the tape just so those packets. Sure. 

Speaker 2 (01:58):

Or you can tape it vertically. I, I may talk about it today, but I, I'm a big d i y person. I refurbish furniture and stuff, so I'm all about those things. I 

Speaker 1 (02:12):

Got a job for you. You. Well, this doesn't work out. You can do some of my furniture. 

Speaker 2 (02:16):

<laugh> totally. 

Speaker 1 (02:18):

Chairs we're making furniture <laugh> be answered to question number two. Yeah. Do in your spare time. Oh yeah. I shouldn't have said that 'cause I got jobs for you. I put a little moisture on and I'll put a little lip gloss on top. 

Speaker 2 (02:33):

This is perfect. Oh, is that perfect? That's all I needed. Gloss. I've got 

Speaker 1 (02:36):

Something that kind of matches 

Speaker 2 (02:37):

Yours. No, this is perfect. Okay. Thank you. Okay. Now the next one we'll have a little bit of a shine on my lip. All right. My name is Isla Lanio. I'm the market team lead for JP Morgan Private bank, overseeing the Pacific Central Coast out of the beautiful Westlake Village, California. And this my story. 

Speaker 1 (03:01):

Great. So take us back to the beginning. Tell us your background. 

Speaker 2 (03:07):

Um, I was born and raised in Iran. I moved to the US about 20 years ago with my family. Um, I am, I am a, I am the child of a revolutionary era. I have survived a war and, um, all of that has given me a lot of fresh perspective as to the new life that we were bound to begin in the us. Um, we, when we first moved to the US we moved to Orange County, California. I worked in different industries. I worked in the electronics industry and aerospace industry. I did some event planning on the side. And after, um, the first few years, once we finally figured out what we wanted to do with our lives in this new country, I started taking classes, joined the honors program at a community college that I was going to in Orange County and transferred to Columbia University in New York. And, uh, moved to New York in oh nine, finished school in 2012 and five days after graduation, I started working at JP Morgan. And I've been here now for 11 years. 

Speaker 1 (04:12):

Great. 

Speaker 2 (04:13):

Now, do you want me to touch on the move the New York and California also? 

Speaker 1 (04:18):

Yeah, no, that'd be great. Yeah. Okay. A little bit. 

Speaker 3 (04:32):

You don't see? No, we don't really see 

Speaker 2 (04:35):

What is, what is natural. 

Speaker 3 (04:38):

Okay. 

Speaker 2 (04:38):

What is it? 

Speaker 3 (04:39):

I was just asking about your arm art placement, but it's fine. 

Speaker 2 (04:42):

Oh, 

Speaker 3 (04:43):

Barbara approves, so we're good. Yeah. I You're fine. More relaxed, otherwise you're, 

Speaker 1 (04:48):

Yeah, exactly. Okay. That's the key is to be relaxed. You don't want 

Speaker 2 (04:51):

Yeah. No stand, 

Speaker 1 (04:52):

Stand still like a statue. Um, 

Speaker 2 (04:55):

Okay. So, 

Speaker 1 (04:56):

Um, tell us about, uh, so you started with JP Morgan in New York, uh, in 2012. Mm-hmm. <affirmative>, tell us about why you went from the East coast to West coast. 

Speaker 2 (05:05):

Okay. Um, after about a year, uh, at JP Morgan Wealth Management in New York, I wanted to come back home to be closer to my family to move back to Southern California. And I was lucky enough to be put in touch with the recruiting team for the private bank in Orange County. Um, and I was hired as an investment professional at the Orange County's, um, investment desk. I moved back to be closer to family, but I also had the opportunity to, uh, work with an incredible team of advisors that had just started launching the Orange County office. I stayed at the investment desk for about a year, a year and a half. And after that I transitioned into the banker role and I stayed on and grew as a banker. Worked with a lot of incredible clients in Orange County up until 2021, where, when I was asked to come up the coast and run the Pacific Central Coast Market out of Westlake Village office. And that's what I did. And it's been two and a half years now since I joined this beautiful, uh, office, this beautiful community. And it's been an incredible opportunity so far. And I know the best is yet to come. 

Speaker 1 (06:16):

And compared to New York and Orange County, what do you love about this community so much? 

Speaker 2 (06:22):

Um, I think it has a lot to do with where or the stage of life where you're in. I love the, the, the peacefulness of Westlake Village. Uh, you cannot compare it to New York. And I, and I love to have had the New York experience. I think anyone should experience that at some point in your life. New York is the reason why I'm even, even here. Um, it put me in, uh, close proximity to JP Morgan Private Bank and that became my story. That became my career. The light went off. Did that change? Um, 

Speaker 1 (06:59):

That won't affect us, 

Speaker 2 (07:00):

Really. Okay. We're Do you want 

Speaker 1 (07:01):

Me to do it here while we're 

Speaker 2 (07:04):

<laugh>? She's background so thoughtful. Thank you. 

Speaker 1 (07:11):

It's the rude Goldberg. Unless, unless Bo or match panic. You're <laugh>. 

Speaker 2 (07:16):

Okay. Okay. Sorry. Let's just stop and look around. Okay. Because I walked in this morning and all the lights were off inside over there, and I thought, uhoh, there's so, like, I thought there's a problem. Uh, but then they went on, so I was happy. 

Speaker 1 (07:31):

So you were saying, uh, I guess you were answering about the difference between, uh, you know, starting in New York, orange County and then coming to Westlake Village. Yeah. Should we, uh, incorporate 

Speaker 3 (07:41):

The question thought? 

Speaker 1 (07:46):

No, I don't think so. Yeah, because this is still part of the background of how you ended up here. 

Speaker 2 (07:53):

Um, okay. So, um, Westlake Village is particularly attractive to me because it reminds me so much of Orange County, um, where home is for me and where, um, my family still lives. But also from a career perspective, the opportunity that I had to join this incredible effort to grow the private banking practice in the west region only existed in Westlake Village. So, uh, when I joined this team, I knew that I was not only, uh, taking on, you know, new sets of responsibilities and helping with a very important effort at the private bank, but also got to live in a beautiful part of town with incredible people. I've been welcomed with open arms and not a single day goes by that I don't feel lucky and grateful to be here. And it's still pretty close to home. I don't have to fly to go see the family and, um, I get to enjoy the beautiful southern California from where I am, which is, um, which is something to be very grateful for. 

Speaker 1 (08:57):

Great. Now tell us about your woodworking and what you love to do. 

Speaker 2 (09:01):

<laugh>. I love how you're reading it, reading that off of the paper. <laugh>, I know <laugh>. Um, yeah. So in my spare time, I, uh, do a lot of d i y projects. I have a big closet at home that's filled with all kinds of tools. Um, most people cannot imagine me with a, an electric saw or, you know, different types or a stapling gun. But, uh, I really enjoy refurbishing furniture. I, one of my biggest hobbies is to, uh, either go to yard, house yard sales, or, um, look online to see if I can find really old pieces of furniture that I can then turn into something, uh, new and a little bit more modern. And the end product doesn't really, uh, matter as much to me as the process. It is a great way for me to, um, rebalance, to relax and to reset my system. Uh, but it's also, um, and, and evolution that you get to witness when you take something really, really old and bring it back to life. Um, and I enjoy doing that in my spare time. 

Speaker 1 (10:16):

Cool. So would you say there's a parallel to that and, and working with clients and helping get them to where they want to be financially leading a team, uh, in an office like this? It sounds like there's, to me there's parallels, but I dunno 

Speaker 2 (10:29):

You say that it, there absolutely are parallels between, you know, the the type of hobby that I have and what I do in my career. I think, um, people who can be really helpful to others are the ones that have the ability to visualize the future somehow. Whether it's visualizing what a piece of furniture could look like or visualizing what a wealth plan could look like. If I have the ability to help my clients see what it is that they can do with their wealth in 10, 15, 20 years, or the projection of the growth of their assets over, you know, their lifetime, uh, then I will have, you know, help them understand the importance of, of wealth management planning and, you know, preparing for the future. It does take a lot of planning to, uh, take, uh, or build a piece of furniture or take it from, you know, something that one person would throw out, uh, to something that the same person would pay so much money to buy. And, uh, if I can help my clients understand that evolution as it relates to their wealth, I think I will have done my job. 

Speaker 1 (11:47):

Great. So now describe your leadership style and how you foster a culture of openness. 

Speaker 2 (11:54):

Um, I think it's easier to ask my team what my leadership style is. I strive to be a better version of myself every day. I wanna make sure that, uh, I am the right manager for my team and not just be the manager. I don't think management style is a one size fits all. I think you need to really adapt and readapt yourself to every single person that depends on you and relies on you and looks up to you. Uh, so it takes a lot of trust and feedback, to be honest, uh, for me to become that manager for them. Most of the time, um, managers are crippled with fear or, you know, insecurities that won't allow them to openly ask for feedback. It is important for me, for my team to know that all I'm doing is to ensure their success and ultimately the success of our team and this market. 

Speaker 2 (12:54):

So it's best if I know where I need to focus on and, and work on to become a better version of myself and achieve the goal that I have anyway. Um, my hope is that, uh, as a result of all of the self-reflection and, and feedback, I will have become a leader that is not only compassionate and empathetic towards people. And, you know, the fact that we're all human at the core and we have, you know, basic needs, uh, but also be, um, strong enough to ensure that goals are met, that, uh, the, that we're on the right path for growth, and that bankers are also feeling sorry and that banker bankers also feeling supported as they try to help their clients achieve their goals. Um, so I hope it's a combination of compassion and strength. Um, I also believe in sense of humor. I think what we do is a lifestyle is not a job, so we might as well enjoy doing it. 

Speaker 2 (14:00):

And, uh, that is, um, something that I really welcome and try to foster among the team as well. And that culture of openness and, uh, humanity, if you will, has become really the core of what we're trying to build here. I wanna make sure that everybody feels at ease and at peace when they walk through the door in the office every day without feeling like they're being judged or they're being pressured into things they don't wanna do or people they don't wanna be. Um, we have open communication and, uh, we trust each other. We collaborate with one another. We help one another because high, high tides rise all boats. And if the whole team is doing well, um, if the individuals on the team are doing well, the whole team will be do doing well. So, uh, I wanna make sure that that collaboration and open communication exists, exists among all of us at all times. 

Speaker 1 (15:01):

Great. You're doing fantastic. 

Speaker 2 (15:03):

A lot of material for you guys. Maybe I should not prepare at all. 

Speaker 1 (15:09):

Yeah. Say be, uh, honest and then, you know, truthful. You don't have to worrying about getting your 

Speaker 2 (15:15):

Notes. Yeah. Right. 

Speaker 1 (15:17):

Um, so you, you kind of touched on this so you can, uh, go quicker with it. Um, how would your colleagues describe you? 

Speaker 2 (15:24):

Mm. Can I get a tiny bit funny? Of course. Okay. Um, how would my colleagues describe me? Um, I would say, uh, I think the first thing that stands out probably is my en enthusiasm for success. And, um, I have a lot of energy and I try to share that energy with people around me. Um, they would consider me to be a straight shooter. Um, they know that I will go to bat for my team. Um, and, um, I think they, they would, they would say that I would, I've, I've actually heard someone saying that I'm the kind of leader or banker that would run through big brick walls to make sure that, um, what we're doing for our clients is realized. Um, I'm 

Speaker 1 (16:19):

Sorry. This is really good. And 

Speaker 2 (16:21):

Oh, it went off. Yeah. Geez. I will ask. Um, no, it's okay. 'cause I wasn't very happy with what I was saying anyway, 

Speaker 1 (16:27):

<laugh>. 

Speaker 2 (16:29):

Um, 

Speaker 1 (16:36):

Okay. So the question was, uh, how would your colleagues describe 

Speaker 2 (16:40):

You? Okay. Um, I think my colleagues would describe me as, uh, enthusiastic, uh, energetic, um, a straight shooter, um, someone who gives tough love, but also throws all of her support behind her team. Um, I'm a hard worker. I would never ask my team to do anything I wouldn't do. And, um, I also like a little bit of sense of humor, so I hope that that is also something that comes through. 

Speaker 1 (17:16):

Great. Yeah. What's the best piece of advice that you were ever given? 

Speaker 2 (17:22):

Mm-hmm. 

Speaker 1 (17:23):

And you could, uh, sort of answer the question or like, restate the question. 

Speaker 2 (17:28):

I'll, so the best piece of advice I was ever. Yeah. Um, I have two. I'll give you both answers. And you guys pick, um, am I, am I red here by any chance? 

Speaker 1 (17:42):

I can't see anything. 

Speaker 2 (17:43):

No. You look good on the camera. Okay. Okay. 

Speaker 1 (17:47):

Yeah, I'll just, 

Speaker 2 (17:48):

I'm, while I'm here, just finish, be prepared 

Speaker 4 (17:50):

<laugh>. Yeah. But no, no. You, um, you look fantastic. 

Speaker 5 (17:53):

Okay. 

Speaker 4 (17:56):

Yeah. I'll, if I see anything, I'll definitely pop in, but you look right. 

Speaker 2 (17:59):

Okay. 

Speaker 5 (18:00):

Sorry, she's just a little 

Speaker 2 (18:21):

Ready. 

Speaker 1 (18:23):

So the question was, what's the best piece of advice that you were ever given? 

Speaker 2 (18:27):

Um, the best piece of advice, I've, I've been given many advice, but one of the best that I will never forget, and I also try to share with my team is, uh, when in doubt be you. And it's a very profound message, I think that's embedded in this, in this advice. And it came after in very earlier, like my earlier stages in my career when, um, I was, you know, becoming more nervous in client meetings or I wasn't sure what to say at certain points. And my boss at the time told me nobody has had more experience in anything more than just being themselves. So just be yourself. People will connect to you because you're authentic and because you're genuine. And that is all that is required, at least at the very basic level to build trust with someone and someone who trusts you is more likely to like you and want to work with you, whether as a colleague, as a client, or even as a friend. So, um, I think that was probably one of the most profound messages that I got, which is very important to me now as a leader too, because I, my biggest goal is to foster a very diverse team, but also a team where everybody feels at ease and included. And you can only feel included and at ease if you're free to be yourself. And, um, that is my message to everyone. And I hope that we have provided an environment where everybody feels safe enough to be themselves. 

Speaker 1 (20:08):

Fantastic. And you answered the next question. 

Speaker 2 (20:11):

Can I, can I give you another, actually, you know what? No, this is, this is, let's not ruin this. It's good. Let's move on. Can 

Speaker 6 (20:17):

I ask one little thing? Just when you finish your answers, don't go over there too quickly with your answers. Oh yeah. Just stay here because that when they, you're right up right on the edge there. They don't 

Speaker 2 (20:26):

Want your answers. That's a good point. Okay. 

Speaker 1 (20:28):

Would it be easier if I stood right behind Bow that way? If you, 

Speaker 2 (20:31):

Yes. Yes. 

Speaker 1 (20:34):

So, uh, you answered the next question, but if you wanted to touch a little bit more on it, um, why are diversity, equity, and inclusion important to you? 

Speaker 2 (20:43):

Um, I think I'm the beneficiary of, uh, being, let me, let me start that off differently. Sure. I once heard that diversity means, no, hold on. I once heard that diversity is being invited to a party, but inclusion is being asked to dance. I have not only been invited to the JP Morgan party over and over again, but I've also been asked to dance over and over again because I'm the beneficiary of a very inclusive culture at the private bank. I can only be the biggest advocate and promoter of that mentality as well. I know that if it wasn't for the, the leadership and the support that I got over the years, I wouldn't be sitting in this seat today. Uh, I wanna make sure that everybody who works on my team feels the same way. If I can help a single banker or an advisor on my team feel as needed, as included, and as respected as I always felt at this firm, then I will have done my job. 

Speaker 2 (21:44):

Right. And I say all of that because I know my background is not a very traditional background and you don't see many Iranian women in leadership positions, uh, in our industry. But JP Morgan, I believe is a pioneer in that sense and has given me who I would've never imagined to have ever had an opportunity like this. The opportunity and the chance, uh, to showcase my talent and to contribute to a great cause. I hope that I have done enough and I will do my best to continue to do enough to make sure every single person on my team feels the same way. It is, it is only with the coming together of diverse backgrounds, diverse cultures, and di diverse mentality that we can be the better version of ourselves every day, whether that's as a person or as a firm. And that is exactly what the world needs now. And we wanna make sure that we bring that to our community here in Westlake Village as well. 

Speaker 1 (22:48):

That's great. 

Speaker 2 (22:50):

Did I look away too fast? 

Speaker 1 (22:52):

It's all right. Go just a, a microsecond. And that's what, that's all we need. Sorry. Hold if you can. Okay. 

Speaker 2 (22:58):

So 

Speaker 1 (22:58):

I'm just gonna 

Speaker 2 (23:00):

<laugh> 

Speaker 1 (23:03):

For head shots if you start. Yeah. But you can also be getting like, the shots in the office. 

Speaker 2 (23:13):

Are we done? 

Speaker 1 (23:14):

Oh, no. Oh, new <laugh>. Uh, we'll just say that Rachel's step, the head shot. Awesome. Hey, Christian, let Mike come back. Yeah. You're doing fantastic though. This has been really, really, 

Speaker 2 (23:31):

Yeah. Thank you. I think it's all the wine we had last night, <laugh> wine, the speed, the speeding ticket I got this morning and the no prep, my mom ticket. I got a ticket. Yeah. 

Speaker 1 (23:44):

On, 

Speaker 2 (23:44):

On Canaan Road, literally. How fast were you going? 73, but I wasn't even accelerating. I was on a downward steep slope. The car was 55. The car always accelerates when you go to that, and he, I think he was just, you know, he was trying to hit his coda or something. He was waiting right when he knew people would, so I'm so going to fight this. I'll have Chad g p t write up the best letter <laugh>. It's like, this is so unfair. <laugh>. 

Speaker 1 (24:23):

Okay. So what do, what excites you most about working at JP Morgan Private Bank? 

Speaker 2 (24:34):

What excites me most about working at JP Morgan Private Bank is people, first of all, and the culture of collaboration that exists. There's no denying that JP Morgan Private Bank has the legacy and history and, uh, the, the strength of balance sheet that any economy would need, and also something our clients truly value. Uh, but that is, that is something that is already known to everybody. But once you're inside the walls within any JP Morgan private bank office, you instantly feel like you're part of the family. And that to me is very exciting because sometimes, not, sometimes, most of the times we're spending more time with each other than we are with our own families. And that really is important because we wanna make sure that the many hours that we're spending together are going to be productive, fulfilling, and contributing to the ultimate goal that we have is to help our clients. 

Speaker 2 (25:45):

So when you create an environment that brings the best out in you, there's a lot higher likelihood that we as a firm can achieve that goal. That definitely is something I look forward to every day. We also have an incredible team. We don't work like, you know, we are just part of a brand. We work like we are different components of the same exact team. The, the, the unity and the collaboration among the team is so that you instantly feel the support and the love when you're in the office. And when you're that happy and that excited, you transfer that onto your relationship with your clients. You wanna make sure that, uh, well, I, as a leader at JP Morgan, want to make sure that our clients also feel the same exact way as we do, that they are part of this family that we are here to support, that they are getting the best advice, and that we're providing them with the best and highest, uh, value of our platform and resources. And that can only be done by people that are happy and excited to be here. And I am definitely one of them. 

Speaker 5 (27:00):

That's 

Speaker 1 (27:01):

Great. So you, you touched on a little bit. Hold on one second. Okay. So we're, we're, uh, almost done here with the leadership portion. 

Speaker 5 (27:28):

Okay. 

Speaker 1 (27:29):

What do you love about being the team lead here in Westlake? 

Speaker 2 (27:34):

How do I answer that question to not sound braggy? 

Speaker 5 (27:40):

Um, for the 

Speaker 1 (27:41):

Local look video, and this is more of sort of, I mean, obviously this is your spotlight, so you can get 

Speaker 5 (27:48):

A little personal, right. 

Speaker 2 (27:50):

Um, what I love about the leadership role, uh, at the private bank here in Westlake in particular, is that it provides me with new challenges every day. I have never been the kind of person that likes routine. I do not like it when I have a very, you know, a, a template for my day-to-day job. And I think the new position, not the new position. And I think the, the, the market leadership position truly provides me with the, the dynamic environment and the, the, 

Speaker 2 (28:35):

The challenges that you need in order to grow, not just in your career, but as a person. I owe a lot of who I am today to my career path at JP Morgan. And when I was asked to come and run this market, the very first thing that came to my mind was that this is going to be the next level opportunity for you to try to work on some of the skill sets that you never had to work on. So you roll up your sleeves, you flex new muscles, you learn new skills, and you become the, a better version of yourself. I think that's becoming a theme now in this interview. Um, but, uh, it, it did give me the opportunity to, uh, learn new things, which happens every single day. I hope it never stops. Uh, but also, um, flex new muscles and learn new skills. 

Speaker 2 (29:38):

I enjoy working with a very dynamic group, uh, on our team. I learned something new from every single one of them every day in so many ways. I am not the one leading them, but they are the ones leading me into leading this market and this team, um, as we grow and expand in this part of town, Westlake Village has, uh, welcomed me with an open arm, both the community and the team and the firm. And, um, that to me is, I think a, a, a very, uh, massively successful combination, which I'm grateful to be, um, to be a part of. 

Speaker 1 (30:21):

Great. Now, uh, please share a memory, an anecdote, an experience with a client, uh, anything that makes you feel extra proud, uh, to be a teammate here in Westlake and stories, you know, that the client was so happy with, uh, what we were able to provide and, you know mm-hmm. <affirmative>, but if, if you can't, you can pass 

Speaker 2 (30:42):

<laugh>. No, but this is really good. I'm trying to think, um, uh, the client stories, um, give me some examples. What are your, what are what's, I mean, I 

Speaker 3 (30:56):

Think it's just, uh, like something that you could think of was like an experience with clients mm-hmm. <affirmative> where you've had an impact mm-hmm. <affirmative>, you or the team has had an impact mm-hmm. <affirmative> on how they've, I don't know, like rethought their wealth, how you like, you know, talked about like some, you know, something where JP Morgan came in, offered guidance, was there alongside a client to then have an impact to them where they mm-hmm. <affirmative> actively were like, I, like, I'm so 

Speaker 2 (31:25):

Grateful I have a <inaudible> 

Speaker 1 (31:26):

With the charity that you personally or the, the, the, the banks involved with that kind thing. I mean, yeah. 

Speaker 3 (31:33):

I mean, and also I love, like, whether it's an exact client from this office 

Speaker 2 (31:37):

Or Oh no. The royal we No, I know. Yeah. And, 

Speaker 3 (31:40):

And your broader experience. 

Speaker 2 (31:42):

Totally. Um, I do, in fact, I am thinking of a, of a situation, but it was, was it had a massive wealth impact for him, but that sounds very commercial and, and 

Speaker 3 (31:55):

Yeah. But did you meet with lots of members and the family? Like, is there anything that like, ties in how it was more than just 

Speaker 2 (32:04):

Yes. I mean, uh, this particular client didn't even want to work with JP Morgan at all because, um, he didn't wanna work with any bank. He, he did, he, I think he was burned during the financial crisis. But, um, by, you know, I think by just trying to connect with him on different levels, uh, I was able to not only get in front of him, but his family, his children, his C F O, his c o o, um, JP Morgan Investment Bank was the investment bank like rights lead, um, on the, on his I P O and all the other lines of business also got involved. But this is not like it, um, I'm trying to think how about if I talk about this, A client who once asked us very timidly, um, and it was as if this meeting was scheduled for that purpose alone, um, about setting up a trust for her dogs 

Speaker 3 (33:13):

<laugh>, 

Speaker 2 (33:14):

She's extremely philanthropic. We were there with Ja, Jamie Hackleman, she had a, she wanted to, I had just sent her the, uh, book from, um, by, um, what's her name? Uh, Melinda Gates Uhhuh. And, uh, she really enjoyed reading that book. So we started the conversation around, uh, philanthropic causes, education, et cetera, and helping, you know, animal shelters. And then very timidly toward the end, she said, um, do your clients ever ask if they can set up a trust for their pets? And I had never been asked that question, but the wealth advisor that was in the room, and who totally related to her question said, I have a trust for my pets, and it is absolutely doable. And you can add a Phil philanthropic component to it. You can set, you know, like set a trustee and, you know, create foster care for them for after you're gone. Um, but yeah, that, that to me was a really funny anecdote. So we helped her set up a trust for her pets. 

Speaker 3 (34:20):

Uh, I mean, I think that that's, that's like, I think that good one to capture on 

Speaker 2 (34:25):

Camera. Yeah. I mean, it is, we, 

Speaker 1 (34:26):

As we add the, the philanthropic aspect. 

Speaker 2 (34:29):

Yeah. Yeah. 

Speaker 3 (34:30):

But I almost wonder, and if we have time to talk about both of those scenarios, right? 

Speaker 2 (34:34):

Because the 

Speaker 3 (34:35):

First one that you were talking about, like, you like, had to get to know him and it relates to like, being yourself and how you're gonna connect with 

Speaker 2 (34:43):

Him. Yeah. You 

Speaker 3 (34:44):

Mentioned that you, you know, did a couple of things to like win him over. 

Speaker 2 (34:48):

Yeah. Like, 

Speaker 3 (34:49):

Was it 

Speaker 1 (34:49):

Yeah. Maybe let's be a focus on that one. Yeah. 'cause I feel like that's, 

Speaker 3 (34:53):

I just feel like the dog limb though, feel like, 

Speaker 2 (34:55):

Yeah. Like, it's a good one. It's a good one, but not for the camera. You 

Speaker 6 (34:59):

Could preface it with, you know, it's not always about billion dollar deals, the personal aspect, you know, that comes into play. Yeah. And this is a 

Speaker 2 (35:08):

Yeah, 

Speaker 1 (35:11):

Yeah. No, I like that. Yeah, because I think on the surface you hear the dogs and you're like, this seems like somebody 

Speaker 3 (35:16):

<laugh>. Or then the punchline could be whether it's a dog or, I mean, I don't know, a dog or your, 

Speaker 2 (35:23):

I can be, I can be more, um, uh, high level and share two or three examples quickly as opposed to getting too deep into any single one. Um, one was the, the, um, client who didn't wanna meet with any big banks, because should we look at the 

Speaker 5 (35:44):

Camera? Oh, yeah. 

Speaker 7 (35:50):

Stop walking around the table then. 

Speaker 2 (35:54):

Do you think that's, um, that's good. Yeah. Let's, let's hear it. Let's just do it. Okay. Yeah. Um, I think there's so many, so, so many great memories and stories to be told, um, about clients, uh, that I worked with. I think the theme and the ultimate link, uh, between all of them is how we connect as people. And it's not al always about money. It's not always about managing finances, but it's, um, more so about do we like each other? Do we connect with one another? Do I understand what keeps them up at night? Um, I've had clients who, uh, didn't have children, but they cared deeply about their pets. I have a pet and I deeply care about my pet, and we connected on long-term care for pets. And whether or not that there, there could be something done philanthropically to help, um, to make sure that she and she's her pets are taken care of, or that she contributes to causes that are more, uh, important to her. Um, in another situation, and this is, this is kind of funny. I, um, I'm a huge Celine Dion fan, and I, uh, don't necessarily always advertise for that. But, uh, in a client meeting, I just shared that I had just come back from a, um, a visit to London where I 

Speaker 5 (37:27):

Right on top of the sleeve Dion story. 

Speaker 2 (37:29):

I know, I know, man. Did they get it? Nobody's there. 

Speaker 5 (37:37):

Oh. 

Speaker 2 (37:39):

Um, 

Speaker 2 (37:43):

In, in another example, uh, in another, uh, in another client case, um, I, uh, had just shared with the client that I just came back from, uh, a trip to London where I saw Celine Dion at a concert. I'm a big Celine Dion fan. I don't usually advertise for it, but the minute I said that, he said, oh my God, you have to meet my wife. She's a huge Celine Dion fan. You guys need to connect. And the wife actually never came to those meetings. And I always, always tell my bankers, and I always made, it, made it a priority for me to make sure that we meet with as many of the decision makers in the family as possible. And this client's wife never showed up to any of our meetings until the Celine Dion moment. And, uh, just that, uh, was a great reason for her to show up and continue to be a part of the decision making process. 

Speaker 2 (38:38):

In addition to also connecting with me over our love for Celine Dion. Um, another, another, um, example that, uh, I'm, I'm very proud of is, uh, when I met with a client who did, didn't have great experience coming out of the financial crisis, and understandably so. Uh, and he was very hesitant toward meeting with us with any banks, not just JP Morgan. Uh, but, uh, he led a very successful technology company, and I always wanted, and was curious about tech in general. And I try to, uh, connect with him through a mutual organization, um, a nonprofit organization in Orange County that brought technology founders and funders together to help foster, um, new business in Orange County. And through that organization and persistence, I was able to finally get a meeting with him in his office. And, uh, I actually didn't make that meeting about banking at all. I was really not interested in that. I just wanted to learn more about him and his technology. Uh, it was more of an interview of a C E O, um, and that's how we connected. And, uh, he not only ended up becoming a client of the private bank, he also worked with multiple lines of business at the firm. I got to met with his wife, his children, um, and the rest of the C-level executives. Uh, and we build a very successful long-term relationship with him, with his family, and with his business. 

Speaker 1 (40:10):

That one was really good. Yeah. Okay. You can say, so, so, uh, last question from leadership. What do you hope to accomplish or continue to accomplish in your role as team lead with the private bank? 

Speaker 2 (40:34):

Um, I can, I can answer that in multiple ways. I think there's no one thing that I am focused on as far as the goals I'd like to accomplish, but I think the overarching theme and mission for me and the entire team is to grow as a, a team, but also to make sure that the community in Westlake Village knows that we're here. Uh, JP Morgan has been around for hundreds of years, but we just built a brand new office in Westlake Village. We have been in this community for years, but the physical office just opened its doors two hours, two, two hours ago. Um, but the <laugh>, but the physical office just opened its doors two months ago. Uh, so really our more immediate short term goal is to make sure that we open these doors now to the community, let our clients and, and, uh, friends and prospects know that we're now here. 

Speaker 2 (41:38):

Uh, we would love to host them in the client center. We have brought the global leadership, thought leadership. Um, we have brought the global thought leadership of JP Morgan now to the local community. And, um, the, the more, uh, that I can get the word out there, the the, the closer I will have become to, to that ultimate goal. Um, but also I wanna make sure that, uh, we're creating a community inside the private bank where everybody feels they're part of a greater mission, something bigger than themselves. Uh, and for that, I need a lot of help. And, uh, that is why I, uh, thoroughly depend on my team and rely on their, um, I don't like that answer, actually. Hold on. Um, 

Speaker 2 (42:32):

The other side to that story also is that I wanna make sure that we're building a team and a culture here inside JP Morgan that everybody wants to come stay and then retire. I, uh, the way I recruit on my team is when, um, I, I speak to a new candidate, I always tell them, uh, this is not a job. I want you to look at this as your, as the rest of your career. This is a continuation of your story. And my goal is to create an environment that is, uh, nurturing enough and creative enough and innovative enough and inclusive enough, uh, for you to feel that you're getting all the support that you need, uh, to take your career to the next level. So if I can help both the community and my team here inside Private Bank to feel like we're finally here, and this is going to be the rest of everybody's story, then I will have achieved that goal. 

Speaker 1 (43:37):

Uh, that was so fantastic, but you moved away really quick. Um, can you just end that point and then just make sure you stand right at the camera? 

Speaker 2 (43:45):

Oh, yes. A 

Speaker 1 (43:46):

Nice slight smile. 

Speaker 2 (43:47):

Yeah. 

Speaker 1 (43:50):

So if I can continue. 

Speaker 2 (43:52):

Okay. Um, hold on. How did I start it? The sentence, um, if I can help, not just the community, but also my team here at the private bank, uh, with this message that we're here now and we're here to help you continue your story, then I will have achieved my goal. Is that good enough? 

Speaker 1 (44:19):

Okay. That was 

Speaker 2 (44:21):

Good. Are 

Speaker 1 (44:22):

You done with that video to <inaudible>? Yeah. So what I was kind of, we're going to try this, I don't know if we'll make it to the video, but maybe could we give Isla the clap? Yeah, yeah, yeah, of course. And then you can hold it and look into the camera and say, you know, I'm Myla Kalani and that was my story. Cut. And 

Speaker 2 (44:39):

Then, okay. And I, I do that mm-hmm. <affirmative> or you do that. Oh, no, you're gonna have, I always wanted to do Brandon. 

Speaker 1 (44:44):

She's doing furniture. You're camera. And see. Holy cow. Everybody's doing everything 

Speaker 2 (44:49):

Now. This is it. Oh, this thingy has, 

Speaker 1 (44:52):

Yeah. 

Speaker 2 (44:52):

Open it's battery operator. No, I know. 

Speaker 1 (44:57):

And I would, I would like have it like this that looks more 

Speaker 2 (45:01):

Like, yeah. Okay. And, and then bring it 

Speaker 1 (45:03):

Back into you a little bit more. Yeah. Just so 

Speaker 2 (45:05):

I can like that. Yeah. Okay. And what do you want me to do? Do this first, or say what 

Speaker 1 (45:10):

You'll, so you'll say you, you'll hold it like that and you'll say, I'm ala I Ila Kalani. And that was my story. And then, 

Speaker 2 (45:17):

Okay. Yeah. 

Speaker 1 (45:18):

Okay. Hold on. And, okay. Ready to go? 

Speaker 2 (45:25):

I'm ala Kalani and that was my story. Lemme do it one more time. Yeah. 

Speaker 1 (45:31):

And you can say cut if you want to the, I mean, I don't know, it could be cheesy, but like, can I say cut? You know, like 

Speaker 2 (45:36):

<laugh>? Yeah. You can say, I think you should say cut. I 

Speaker 1 (45:38):

Say, is that a cut or is that a wrap? Or like, 

Speaker 2 (45:40):

Something like, oh, okay. Okay. 

Speaker 1 (45:42):

And then like, is that how you say like, you know, 'cause you're about a, 

Speaker 2 (45:46):

Can I say how did I do <laugh>? 

Speaker 1 (45:48):

Yeah, yeah, absolutely. 

Speaker 2 (45:49):

<laugh>, 

Speaker 1 (45:51):

Sorry. Say your name again and that was my story. And then you could add the, whichever 

Speaker 2 (45:55):

You want. Okay. Um, my name is Isla Kalani and that was my story. Cut. Is that a wrap? How did I do <laugh>? 

Speaker 1 (46:07):

That was great. Perfect. That's it for the leadership video. That 

Speaker 2 (46:10):

Was outstanding. Awesome. Great. Woo. 

Speaker 1 (46:15):

Its really cut. So that 'cause we'll.