Carlos Parra
Wealth Management, International Private Bank, Associate Banker @J.P. Morgan Private Bank
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WORK HISTORY
Wealth Management, International Private Bank, Associate Banker @J.P. Morgan Private Bank
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience• Generate business results and acquire new assets, both from existing client base and new client acquisition • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs• Partner with internal specialists to provide interdisciplinary expertise to clients when needed• Connect your clients across all lines of business of J.P. Morgan Chase & Co. • Ensure that proposed solutions fulfill clients\' needs and objectives in the short, medium and long term through a holistic goals based planning approach• Strictly adhere to all risk and control policies, regulatory guidelines and security measuresJ.P. Morgan Private Bank offers products and services through JPMorgan Chase Bank, N.A, or any of its affiliates (together, J.P. Morgan), part of JPMorgan Chase & Co (JPM). Opinions and comments may not reflect those of J.P. Morgan or its affiliates. Content is intended for Latin America residents and should not be considered a recommendation or endorsement by J.P. Morgan for any product, service or strategy. J.P. Morgan does not provide tax or legal advice, and will not accept orders via messaging systems. J.P. Morgan is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Please read the Private Bank Legal Disclaimer (https://privatebank.jpmorgan.com/nam/en/disclosures/legal-disclaimer) and the Private Bank Social Media Disclosures (https://privatebank.jpmorgan.com/gl/en/disclosures/social-media-important-information).
EDUCATION
Pontificia Universidad Católica Madre y Maestra
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Florida International University
Master of Science - MS, Master of Sciencie in Finance
Tompkins Cortland Community College
Associate of Arts - AA, International Business
ABOUT CARLOS PARRA
With over ten years of experience in financial services, Carlos manages a growing portfolio of mass affluent clients to provide relationship-based financial solutions including dedicated private banking services, deposits management, and personal lending solutions. Carlos writes, analyzes, and oversees credit applications for loans, lines of credit, and mortgage financing to meet client needs while balancing appropriate levels of risk management and regulatory requirements.
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