Danyelle C.
Executive Director, Banker at J.P. Morgan Private Bank
- Role
- Executive Director, Banker at J.P. Morgan Private Bank
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Danyelle C.
I work with successful individuals, entrepreneurs and business owners whose personal wealth has transformed into a more sophisticated set of objectives. I draw from my deep roots in the San Diego area to serve as their advocate for scaling J.P. Morgan’s resources to a local level and delivering them in a bespoke manner.I connect with my clients to ensure I fully understand their financial scenarios, what they hope to achieve, the people and priorities that are most important and their aspirations for the future. My business and commercial banking background is instrumental in communicating in a way explicitly tailored to their world. Whether clients desire investing, trust and estate planning, lending or have other opportunities across their balance sheet, I coordinate a team of specialists to tailor strategies that align with these needs. I have a reputation for excellent client relationships and enjoy introducing like-minded individuals through my network at other lines of business to explore synergistic ideas.
Experience
Executive Director, Banker
Apr 2025 — Present · San Diego, CA, 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
Canisius College of Buffalo
BS, Finance
1996 — 1999
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