Executive Director
Q: What has kept you at J.P. Morgan throughout the years?
A: My colleagues, my clients, my mentors and the work. Integrating my passions with my job at a place with the strongest and most diverse platform to help our clients, alongside making lifelong friends, has kept me learning and working for 10+ years at J.P. Morgan.
Q: What is our secret sauce?
A: Team-oriented culture. If the team does better, we individually do better. This creates the strongest and most supportive culture I have ever seen, at any firm, at any company.
Q: What are the best enhancements you have seen since joining?
A: Technology. We are able to open accounts so much quicker, track client service tickets more easily, and most importantly log in from anywhere in the world to work and support our clients.
Q: What key things make your job easier?
A: Whatever makes our clients’ lives easier is the work we need to get done. The key things to make my job easier: resources, resources, resources. J.P. Morgan is a global firm with many different lines of business and various teams to make the lives our clients as easy as possible. Over the years, we have added so many specialized resources to help our banking teams get to where we need to go more quickly and help support us each day — from account opening and servicing teams to more specialized groups such as Personal Banking support, Business Development officers in other lines of businesses, the Outsourced Chief Investment Office, Governance and Philanthropy, you name it!
Q: What do you look forward to when you come to work?
A: This one is easy — my colleagues! Nobody better — from analysts to my managers. I’ve worked in two different offices in both New York and Miami, and have met my dearest friends and mentors, who make every day a fun adventure.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.