Brian McNamee
Executive Director, JPMorgan Chase & Co.
- Role
- Managing Director at JPMorganChase
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Brian McNamee
With 25+ years banking experience working with venture capital, private equity, middle…
Experience
Managing Director
Jul 2023 — Present · San Francisco, CA, US
In addition to meticulously preserving our esteemed book of business and mitigating team attrition amidst periods of acquisition and integration ambiguity, I strategically orchestrated initiatives to recover and expand lost business. Leveraging seamless cross-solutioning with our esteemed Wealth Management partners, I showcased unparalleled resilience and adaptability in adeptly navigating through challenging circumstances. Notably, I managed deposits totaling $349MM and consistently facilitated $100MM annually in multi-family, commercial, and residential loans. Additionally, I generated $78MM in referred Wealth Management assets under management (AUM) and 401K contributions. I established a physician home loan program in collaboration with a prominent hospital in the Monterey Peninsula, catering to the unique housing needs of doctors relocating to the area.
Education
Saint Ignatius Institute
A great books/honors program within the University of San Francisco
University of San Francisco
Bachelor's degree
1987 — 1991
Skills
- Credit
- Loans
- Cpa (Inactive)
- Financial Analysis
- Commercial Lending
- Banking
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