Spencer Schwartz

About Spencer Schwartz

General Securities Representative -(Series 7), Uniform Combined Securities Agent State…

Experience

1. Associate Lender, Private Bank

   J.P. Morgan

   Nov 2021 — Present · Miami, FL, US

   Underwrite and manage the SBL book of business across all Private Bank markets in Florida except Miami. Within the Miami office, I take an advisory role providing banker’s and investor’s advice as it relates to their client’s assets securing our credit products. This job includes opportunities to give clients an understanding of the SBL product suite, and explain to them their options as they relate to overall investment objectives. Nationally, across JP Morgan Wealth Management and The Private Bank, I am a member of the Letter of Credit team that facilitates Standby Letters of Credit and also Commercial (Import/Export) Letters of Credit. • Manage a network of analysts, consultants, and back office professionals across multiple markets and time zones in order to facilitate the credit facilities and manage their lifecycles. • Attain proficient subject matter knowledge on investment products, both exclusive to JP Morgan and also those available to the rest of the Street, in order to responsibly underwrite securitized credit. • The insider knowledge I’ve attained on both sides of the balance sheet have complimented the exposure I’ve had to Private Bankers and their day-to-day operations. This coupled with the fact that I am a licensed representative, provides me with an unique opportunity within the Private Bank.

Education

• Cornell University

  Bachelor's Degree, ILR School

  2010 — 2014

• Cornell University- Mario Einuadi Center for International Studies

  International Relations Program, Peace Studies and Conflict Resolution

  2010 — 2014