Melissa Shilliday
Executive Director, J.P. Morgan Private Bank
- Role
- Executive Director, Banker at J.P. Morgan Private Bank
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
About Melissa Shilliday
As an Executive Director and Banker at J.P. Morgan Private Bank, I work closely with affluent clients who seek a source of experienced guidance across their financial lives, including families with generational wealth and entrepreneurs who have sold their companies. I serve as a conduit to the strengths of J.P. Morgan, offering the high-touch service and global capabilities of an industry powerhouse. I am a former entrepreneur, and I know clients value an advisor who truly understands their worlds and can offer opportunities and insights aligned with their complex scenarios. I bring a big-picture approach to design strategies across their personal balance sheets that extend far beyond investments—lifestyle aspirations, philanthropic giving, liquidity management, borrowing, banking and more. I’ve been described as a master connector, and I enjoy bringing together like-minded individuals to explore synergistic ideas. I provide direct access to the Investment Bank, Commercial Bank and esoteric investments and placements.
Experience
Executive Director, Banker
Aug 2023 — Present · Grand Rapids, MI, 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”). 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
San Diego State University
BS, Telecommunications Management
Skills
- Business Planning
- Operations Management
- Marketing
- Social Media Marketing
- Cross-Functional Team Leadership
- Portfolio Management
- Start-Ups
- Marketing Strategy
- New Business Development
- Management
- Team Building
- Lead Generation
- Investments
- E-Commerce
- Product Marketing
- Social Networking
- Business Development
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