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Work Background
JPMorganChaseTeam Lead Manager - JPMorgan Advisors Banking Services
Apr. 2024Dallas, TX; Plano, TX; Chicago, IL
J.P. Morgan Wealth ManagementSenior Client Associate
Jan. 2021 - Jan. 2025Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2023 JPMorgan Chase & Co. All rights reserved
Bank of AmericaWealth Management Banking Specialist
Jul. 2020 - Jan. 2021Dallas, Texas, United States• Partner with Merrill Financial Advisors to provide financial solutions to individual wealth management clients • Conducts lending, saving, and financing transactions solutions along with Digital solutions • Assist financial advisor teams in navigating complex client situations to ensure clients are provided best client experience.
City Credit UnionFinancial Consultant - Community Outreach
Apr. 2014 - Jul. 2020
ChaseRelationship Banker
Sep. 2013 - Apr. 2014Grand Prairie, Texas
Wells FargoPersonal Banker
Aug. 2012 - Sep. 2013Dallas/Fort Worth Area
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