Rosa Lee
Vice President, Senior Relationship Advisor @Northern Trust
Signup · Get unlimited contacts
WORK HISTORY
Vice President, Senior Relationship Advisor @Northern Trust
Pasadena, CA, US
EDUCATION
California State University, Los Angeles
Paralegal Certificate
University of Southern California
B.A. Degree, Psychology and Communications
ABOUT ROSA LEE
As a Vice President and Banker at J.P. Morgan Private Bank, I work closely with family offices, business owners and trust accounts that seek a source of experienced guidance to help them carry out their complex wealth management goals. I serve as a powerful ally in delivering the firm’s intellectual strength and breadth of global resources so clients can focus on their important priorities.I love the dynamic nature of wealth management, which affords me an opportunity to build trusting relationships and grow alongside families as they navigate the evolving stages of their financial lives. I bring a holistic approach that marries all aspects of the balance sheet, developing a comprehensive path forward that considers investing, lending, estate planning, banking, philanthropy, liquidity management and more. Whether clients seek pre-transaction planning, diversification approaches or other strategic capabilities, I tap the firm’s specialists who align with these mandates. I connect easily with younger family members, gladly allocating time to engage and educate them in preparation for the responsibilities to come.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.