Mary Paz D.
Managing Director, Lending Regional Practice Lead at J.P. Morgan Private Bank
- Role
- Managing Director, Lending Regional Practice Lead at J.P. Morgan
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Managing Director, Lending Regional Practice Lead
Aug 2018 — Present · FL, US
I am a Managing Director at J.P. Morgan Private Bank and the Regional Practice Lead for Lending Solutions in the Southeast. My team and I deliver to clients tailored advice surrounding liquidity planning, capital structure, debt financing, interest rate protection, asset monetization and more. I play an influential part in driving J.P. Morgan’s impact and growth in the region.My focus is on helping clients gain access to leverage, an important component in optimizing capital across the balance sheet. I take a consultative approach to discovering personalized goals, preferences, family dynamics and estate considerations that extend far beyond lending. 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”). 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
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Finance, International Business
2013 — 2015
SMU Cox School of Business
BBA, Finance
2004 — 2007
WHU – Otto Beisheim School of Management
European MBA Summer Institute
2014 — 2014
Southern Methodist University
BA, Spanish
2004 — 2007
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