J. Patrick Richard

Assistant Vice President - Private Client Banker

Role: Assistant Vice President- Private Client Banker at JPMorganChase
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Assistant Vice President- Private Client Banker
JPMorganChase
Dec 2021 — Present · Houston, TX, US

Education

LeTourneau University
Bachelor's of Business Administration, Business Marketing

Skills

Financial Planning
Investments
401k
Retirement
Strategic Financial Planning
Series 7
Salesforce.com
Investment Advisory
Strategy
Financial Advisory
Securities
Retirement Planning
Sales
Marketing Management
Series 63
Marketing
Competitive Differentiation
Finance
Insurance
Asset Allocation
Mutual Funds
Leadership
Fixed Annuities
Portfolio Management
Financial Services
Investment Strategies
Relationship Building
Wealth Management
Program Management
Direct Marketing

Contact information

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Work email
•••••@jpmorganchase.com
Personal email
•••••@•••••.com
Direct dial
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Current company

JPMorganChase

Financial Services · 10K employees · 270 Park Avenue, New York, NY, 10017-2014, US

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

jpmorganchase.com

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Experience

Assistant Vice President- Private Client Banker

Education

LeTourneau University

Skills

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