As a Vice President and Banker at J.P. Morgan Private Bank, I partner closely with entrepreneurs, business owners, real estate investors, finance professionals and other ambitious wealth creators who seek guidance for synthesizing their visions into actionable wealth plans. I orchestrate a bespoke banking experience, serving as a conduit to the thought leadership and global capabilities of an industry powerhouse.I bring nearly a decade of investment background to my role, with a deep comprehension of the components of portfolio management and the precision needed to manage money. I am also a veteran of the startup world, and I listen carefully to learn each client’s viewpoint—their priorities, challenges, and innovative ideas—so I can align my recommendations with their specific scenari...