Karin C.
Executive Director, Banker at J.P. Morgan Private Bank
- Role
- Executive Director, Banker at J.P. Morgan Private Bank
- Location
- Las Vegas, NV, US
- LinkedIn followers
- 500 followers
About Karin C.
As an Executive Director and Banker at J.P. Morgan Private Bank, I am experienced with a range of affluent clients, such as international families and successful legal and consulting partners, who seek the sophisticated guidance of an industry leader to pursue the financial future they envision. I am a powerful advocate, helping navigate the decisions necessitated by complex balance sheets and substantial assets.I have lived in many cities amid the fast-paced world of finance and offer a global perspective, one that is grounded in holistic wealth management. My background in capital markets specializing in structured products is differentiating among Advisors and helps me to tailor portfolios according to risk appetites and market conditions. I listen carefully to my clients and relate with them personally to build relationships on shared beliefs and common ground. I leverage the firm\'s talented resources and expansive platforms to propose an integrated set of recommendations that may include investments, lending, planning, banking and other sophisticated strategies.
Experience
Executive Director, Banker
Nov 2023 — Present · Las Vegas, NV, 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 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
University of Toronto - University of Trinity College
Hon BSc, Life Sciences and Criminology
Cornell Johnson Graduate School of Management
MBA, Finance, General
International School of Beijing
IB Diploma, Higher Level Biology, Chemistry and Mathematics; Standard Level Spanish, English and Psychology.
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