Celena Weber

Celena Weber

Associate

Followers of Celena Weber2000 followers
location of Celena WeberNew York, New York, United States

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  • Timeline

  • About me

    Vice President | Banker | J.P. Morgan Private Bank

  • Education

    • Saint Joseph's University - Erivan K. Haub School of Business

      2006 - 2010
      Bachelors Finance and Economics

      Activities and Societies: Resident Assistant, Appalachia Experience, University Student Senate

  • Experience

    • Saint Joseph's Telefund

      Oct 2006 - Nov 2007
      Associate
    • Saint Joseph's University

      Aug 2007 - Sept 2009

      Coordinate 66 students and 22 professors to participate in iSJU to speak to the 2013 freshmen class.Contributed to the writing of a guide, Quo Vadis, to help students find their place at SJU.Produced material for a website to help guide SJU students in reflection. • Accountable for approximately 400 first year students’ during their transition from high school to college.• Organized social and educational programs to create a community within the dormitory.

      • iSJU Co-Director

        Jun 2009 - Sept 2009
      • Resident Assistant

        Aug 2007 - May 2009
    • Susquehanna International Group

      Aug 2007 - Jun 2008
      College Recruiting Co-op Intern

      • Collaborated with fellow team members to produce a more organized calendar and schedule to produce more effective recruiting efforts.• Consistently updated internal and external systems to ensure each candidate’s interview process was accounted for and current.• Managed check requests and petty cash for the recruiting team.• Helped plan a company sponsored team building event.

    • SJU Telefund

      Jan 2008 - Jan 2009
      Manager
    • McNeil Consumer Healthcare

      Jan 2009 - Jun 2009
      Sarbanes Oxley Compliance Co-op Intern

      • Initiated and implemented a new online Sarbanes Oxley testing process, through the utilization of Microsoft SharePoint for more transparent and timely procedures.• Optimized Microsoft Excel's capabilities to create and consolidate 2008's financial data, which saved managers 20% of their normal journal entry and balance sheet reconciliations sign off workload. • Developed training to educate 30 finance seniors and managers on the new SOX testing procedure.• Participated and collected feedback back from the finance team in order to update SOX control matrix and ensure departmental compliance with corporate and audit.• Assisted with the transition of the financial reporting platform from Integral to SAP. Show less

    • PHM

      Feb 2010 - Jun 2010
      Intern
    • Morgan Stanley

      Jun 2010 - Jun 2012
      Financial Analyst II

      • Responsible for the distribution of 350 daily valuations that assess the indicative levels of treasury notes, bonds, options, swaps or other fixed income and equity-linked products.• Manage front office and client relationships by streamlining the monthly processes of obtaining marks for municipal, corporate, agency and non agency bonds.• Innovate strategies to enhance straight through processing by coordinating with IT to eliminate manual tasks within excel that accommodate volatility and dividend swaps. • Successfully eliminated between five to ten manual commodity pricing statements, saving the team approximately 2 hours per week. Show less

    • Barclays

      Feb 2012 - Apr 2020

      • Responsible for trade entry and reconciliations surrounding the Equity Structured products under the corporate and internal funding strategies..• Coordinate with front office trading and IT in order to eliminate manual tasks and improve straight through processing. • Organize the back office settlement of various instruments such as repos, futures and long term notes - Provide STP and FTP support for bonds and over twenty OTC product types. - Monitor and secure client confidentiality within the distribution of client valuations.- Coordinate with Front Office, Middle Office, and product control groups in order to disseminate accurate and timely statements.-Manage third party access to end client data- Administer the transition of an audit function from Miami to New York.

      • Vice President - Corporate Banking, Sponsors Coverage

        Aug 2018 - Apr 2020
      • Associate - Corporate Bank, Sponsors Coverage

        Dec 2016 - Aug 2018
      • Analyst - Corporate Bank, Sponsors Coverage

        May 2015 - Dec 2016
      • Analyst - Middle Office, Structured Equities

        Aug 2013 - May 2015
      • Client Valuations Analyst

        Feb 2012 - Aug 2013
    • J.P. Morgan

      Apr 2020 - Mar 2022
      Vice President | FX Sales | Financial Sponsors
    • J.P. Morgan Private Bank

      Mar 2022 - now
      Vice President| Banker | J.P. Morgan Private Bank

      “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities 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 JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm. Show less

  • Licenses & Certifications

    • Series 66

      FINRA
      May 2022
    • Series 7

      FINRA
      May 2022