Years of experience: 8
United StatesFinancial AnalystAppointment Setter🐦 DesignInvestor RelationsBanking Operations
Trust Score
Exceptionally trusted; proven professional excellence.
Carson's Career Path
Nov. 2022 -Present
J.P. Morgan Private BankBanker at J.P. Morgan Private Bank
New Orleans, Louisiana, United StatesJ.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & insurance products are made a...
Mar. 2020 -Apr. 2022
J.P. Morgan Private BankPrivate Banking Analyst at J.P. Morgan Private Bank
New Orleans, LAAs an Analyst on an integrated team I worked with bankers, investment specialists, lending advisors, and trust and estate experts to advise clients with the goal of protecting, managing and growing their wealth across generations. The Private Bank recommends investment, credit, banking, and wealth management solutions.
Aug. 2018 -Mar. 2020
J.P. Morgan Private BankBusiness Management Analyst at J.P. Morgan Private Bank
New York, NYAs a Business Management Analyst I supported the Banking, Custody, & Treasury Services businesses of the Private Bank. This was the second placement of a rotational analyst program.