Emily Rosenbloom
Banker at J.P. Morgan Private Bank
- Role
- Senior Associate, Banker at J.P. Morgan Private Bank
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Emily Rosenbloom
As a Banker at J.P. Morgan Private Bank, I work with affluent clients who seek seasoned guidance to address the challenges of complex balance sheets and institutional-scaled assets. I am a powerful advocate, delivering the breadth of the firm’s resources to clients so that they can accomplish all their financial goals in one place.I recognize each client’s individuality, and carefully listen to their priorities, concerns and aspirations to help them navigate financial decisions that give purpose to their wealth. I am an unbiased sounding board who strives to lend them the confidence that they have been heard and that their needs will be met. By surrounding my clients with a team of specialists, I help integrate banking, investing, lending and planning into a cohesive path toward their financial goals. I have a talent for distilling complex financial information into simple guidance.
Experience
Senior Associate, Banker
Jul 2023 — Present · Dallas, TX, 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”). Annuities & 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 VALUEOpinions 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
SMU Cox School of Business
Master of Business Administration - MBA
IES Abroad
Summer Study Abroad, Spanish
The University of Texas at Austin
Bachelor of Science (B.S.), Communication Studies; Business Foundations Certificate
Skills
- Reliability
- Leadership
- Time Management
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