Anne Cross

Anne Cross

Trust Operations Administrator

Followers of Anne Cross1000 followers
location of Anne CrossAtlanta, Georgia, United States

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  • Timeline

  • About me

    Executive Director, Banker at J.P. Morgan Private Bank

  • Education

    • Florida Trust School/University of Florida

      1982 - 1984
      Trust Administration
    • Florida Southern College

      1976 - 1980
      BS Business Administration Finance

      Activities and Societies: Delta Sigma Pi Business Fraternity, Delta Zeta Sorority, Florida Southern Bell Choir

  • Experience

    • First National Bank in Palm Beach

      Jun 1980 - Apr 1985
      Trust Operations Administrator
    • Wachovia Bank

      Apr 1985 - Jul 2003
      VP/Business Banking
    • The Bankers Bank

      Jul 2003 - Feb 2007
      First Vice President/Regional Lending
    • RockBridge Commercial Bank

      Mar 2007 - Jan 2010
      SVP
    • Wells Fargo

      Jan 2010 - Jan 2015
      VP/Senior Relationship Manager
    • Fifth Third Bank

      Feb 2015 - May 2018
      VP/Senior Commercial Relationship Manager
    • Bank of America Merrill Lynch

      May 2018 - Nov 2022
      VP/Senior Relationship Manager
    • Bank of America Private Bank

      Oct 2022 - Aug 2024
      Senior Vice President, Private Client Advisor
    • J.P. Morgan Private Bank

      Aug 2024 - now
      Executive Director, Banker

      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. Show less

  • Licenses & Certifications

    • Series 66 - Uniform Combined State Law

      FINRA
    • Series 63 - Uniform Securities Agent State Law

      FINRA
    • Series 7 - General Securities Registered Representative

      FINRA