Zach Brouillette

Finance & Investment Analyst | JPMorgan | Asset Management, Portfolio Strategy & Financial Modeling

Role: Relationship Banker at JPMorganChase
Location: Dallas, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Zach Brouillette

Series 7 & 63 licensed Relationship Banker at JPMorgan in Dallas. I lead end-to-end data…

Experience

Relationship Banker
JPMorganChase
Jun 2024 — Present · Dallas, TX, US
Advise HNW individuals, business owners, and families on strategies to optimize cash flow, investments, and estate planning. • Ranked among the top Dallas bankers for acquiring first-time investors and driving client engagement. • Collaborate with advisors and specialists to deliver comprehensive financial solutions across investments, credit, and business banking. • Known for uncovering opportunities clients often miss and presenting clear, actionable strategies that strengthen their financial position.

Contact information

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Work email
•••••@jpmorganchase.com
Personal email
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Current company

JPMorganChase

Financial Services · 10K employees · 270 Park Avenue, New York, NY, 10017-2014, US

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

jpmorganchase.com

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