Gil Lipaz

Executive Director, Life Insurance Team Lead - West Division and IPB

Role
Executive Director, Life Insurance Team Lead - West Division and Ipb at J.P. Morgan Private Bank
Location
Los Angeles, CA, US
LinkedIn followers
500 followers

About Gil Lipaz

Senior insurance advisor supporting JPMorgan Private Bankers for their High Net Worth and Ultra-HNW clients in the area of estate preservation, planning and insurance needs.

Experience

  1. Executive Director, Life Insurance Team Lead - West Division and Ipb

    J.P. Morgan Private Bank

    Jan 2026 — Present

Education

  • American Bankers Association

    Certified Trust and Fiduciary Advisor

  • UCLA

    BA, Political Science and Government

    1986 — 1991

  • California State University, Fullerton

    Certificate in Professional Fiduciary

Skills

  • Insurance
  • Long-Term Care
  • Estate Planning
  • Life Insurance
  • Financial Services
  • Disab

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