Mark Genovese

Greater L.A. Regional Managing Director, J.P. Morgan Private Client, JPMorgan Chase Bank, N.A.

Role
Greater L a Regional Managing Director, J P Morgan Private Client, Jpmorgan Chase & Co at JPMorganChase
Location
Los Angeles, CA, US
LinkedIn followers
500 followers

About Mark Genovese

Wealth Management and Private Banking Executive with over 30 years of experience. Proven expertise in building and managing financial services platforms and distribution networks. Extensive background in platform development, team leadership, and client segment management. Successfully led Consumer Banking, Wealth Management, and Private Banking teams.Experienced In: Bank and Broker Dealer Management, Sales and Leadership Coaching, Multi-Branch Regulatory Oversight and Revenue Management, Financial Planning, Consumer Banking, Private Banking, Credit and Lending, Trust, Insurance and Investment Management

Experience

  1. Greater L a Regional Managing Director, J P Morgan Private Client, Jpmorgan Chase & Co

    JPMorganChase

    Jan 2024 — Present · Los Angeles, CA, US

    Launched a new business line to serve affluent clients in Metro L.A- Recruited and developed team members and supported the transition of heritage First Republic clients into the JPMorgan Chase ecosystem.

Education

  • San José State University

    Bachelor of Science, Business Administration - International Business

    1994 — 1996

  • Cabrillo College

    Undergraduate general education studies

    1991 — 1993

Skills

  • Sales Management
  • Fixed Income
  • Cross-Functional Team Leadership
  • Marketing Strategy
  • Management
  • Financial Services
  • Crm
  • Securities
  • Training
  • Sales
  • Wealth
  • Investments
  • Credit
  • Leadership
  • Series 63
  • Series 7
  • Strategy
  • Portfolio Management
  • Start-Ups
  • Loans
  • Mortgage Lending
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Customer Service
  • Business Development
  • Financial Advisory
  • Wealth Management
  • Investment Management
  • Coaching

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