Sarah Larson
Vice President, Lending Specialist at J.P. Morgan Private Bank
- Role
- Vice President, Lending Specialist at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sarah Larson
As a Lending Specialist in the Financial Sponsors Group at J.P. Morgan Private Bank, I work in partnership with Bankers to address the sophisticated liquidity needs of private equity senior partners, law firm partners and other successful professionals. I deliver an array of borrowing options that best suit their complex financial scenarios.My focus is on guiding clients through the decision-making process that considers both short- and long-term needs. I act as a conduit to the strength of J.P. Morgan’s fortress balance sheet, empowering each individual to make the best use of their assets. Whether clients seek liquidity for impending initiatives, passion investments or other important priorities, I develop bespoke lending strategies that align with their overall wealth plans. Clients describe me as a natural leader and someone who can facilitate getting things done.
Experience
Vice President, Lending Specialist
Apr 2023 — Present · New York, NY, 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”). Annuities & 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
Hamilton College
Bachelor of Arts (B.A.), History
2011 — 2015
Skills
- Microsoft Office
- Public Speaking
- Microsoft Word
- Editing
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
- Research
- Debate
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