Allison Puchala

Vice President, Banker at J.P. Morgan Private Bank

Role
Vice President, Banker at J.P. Morgan Private Bank
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Allison Puchala

I am an enthusiastic strategic thinker, and I love working with people. I believe in exceptional client experiences and enjoy helping others to make informed decisions they\'re excited about. I love bringing people together and working collaboratively to make the world a better place.

Experience

  1. Vice President, Banker

    J.P. Morgan Private Bank

    Jun 2025 — Present · Cincinnati, OH, US

    J.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”). 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.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

  • Miami University

    Bachelor of Science in Business

Skills

  • Time Management
  • Banking
  • Risk Management
  • Team Management
  • Consumer Lending
  • Microsoft Word
  • Team Leadership
  • Credit
  • Training
  • Customer Service
  • Retail
  • Event Management
  • Coaching
  • Leadership
  • Finance
  • Microsoft Excel
  • Powerpoint
  • Retail Banking
  • Team Building
  • Management
  • Loans
  • Microsoft Office
  • Sales

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Allison Puchala — Vice President, Banker at J.P. Morgan Private Bank in Cincinnati, OH, US | Unifers