Ryan Ptak
Banker at J.P. Morgan Private Bank
- Role
- Banker at J.P. Morgan Private Bank
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Ryan Ptak
I hold a bachelor’s degree from the University of Michigan and an MBA from the University of Texas at Austin (McCombs). My career began in Chicago as a management consultant at Accenture, where I advised Fortune 500 clients—primarily in healthcare and industrials—on finance transformations and system implementations. Currently, I serve as a Banker at J.P. Morgan Private Bank in Orange County, where I help clients navigate complex financial decisions and build long-term wealth.
Experience
Banker
Jul 2025 — Present · Orange County, CA, 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 VALUE Opinions 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
Santa Margarita Catholic High School
International Baccalaureate (Full IB) Diploma Program
Texas McCombs School of Business
Master of Business Administration - MBA
University of Michigan
Bachelor's degree, Political Science and Business Entrepreneurship
Skills
- Public Speaking
- Strategy
- Market Planning
- Marketing
- Management
- Powerpoint
- Microsoft Excel
- Microsoft Word
- Customer Service
- Microsoft Office
- Leadership
- Project Management
- Research
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