Dolly Cooper
Private Banking Specialist | Navigating Complex Financial Landscapes for High Net Worth Clients
- Role
- Vice President, Relationship Manager - Jpmorgan Private Client at JPMorganChase
- Location
- San Diego, US
- LinkedIn followers
- 500 followers
About Dolly Cooper
As a seasoned private banking professional, I have a team who can tailor solutions to the unique needs of affluent clients. With a deep understanding of the complexities, I am committed to helping clients achieve their goals by bring in partners who can provide strategic guidance and personalized service that empowers high net worth individuals and business owners to achieve their financial goals. From wealth preservation and growth strategies, I am dedicated to ensuring my clients receive unparalleled support. Area of Expertise: Business Accounts (Corporation, Non-profits, LLC, HOA, IOTA, Sole Prop, Partnership), Personal Accounts (Trust, Estates, Payable On Death, Special Needs Trust, and Power of Attorney).
Experience
Vice President, Relationship Manager - Jpmorgan Private Client
Jun 2024 — Present · San Diego, CA, US
Education
University of California, San Diego
BS
2000 — 2004
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