Marco Pena
Vice President, J.P. Morgan Private Bank
- Role
- Vice President, J P Morgan Private Bank at J.P. Morgan
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Marco Pena
As a Banker with J.P. Morgan Private Bank, I guide wealthy individuals, entrepreneurs and…
Experience
Vice President, J P Morgan Private Bank
Aug 2021 — Present · Houston, 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
Auburn University
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
2010 — 2014
SMU Cox School of Business
Master of Business Administration - MBA, Finance and Strategy
2019 — 2021
Skills
- Microsoft Office
- Supply Chain Management
- Inventory Management
- Logistics
- Microsoft Excel
- Forecasting
- Process Improvement
- Analysis
- Data Analysis
- Powerpoint
- Leadership
- Budgets
- Operations Management
- Microsoft Word
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