
Timeline
About me
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management and WMCP®.
Education

Boston university
2002 - 2006Bachelor of science (bs) communication and media studies
Boston university
2002 - 2006Bachelor of arts (b.a.) economics
Experience

Bank of america merrill lynch
Apr 2011 - Apr 2016Vice president, financial advisor
Bank of america private bank
Apr 2016 - Oct 2018Vp private client advisorPrivate Wealth Management

J.p. morgan wealth management
Oct 2018 - nowPrivate client advisor & vice president of investmentsElectronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registeredbroker-dealer and investment adviser, member FINRA and SIPC. Insurance products aremade available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency,doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody andother services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCBare affiliated companies under the common control of JPMorgan Chase & Co. Products notavailable in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitorall electronic communications. Communications are for US residents only, subject to thefollowing disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Anyviews/strategies described may not be suitable for all investors, nor should it be relied uponas investment advice, guidance or a recommendation to purchase, hold or sell anyinvestment or strategy. JPMC will not accept any orders via LinkedIn or its messagingsystems. JPMC does not provide tax or legal advice, and is not responsible for third-partyposted content. Experience, skills or posts are not indications of future results.Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved Show less
Licenses & Certifications

Series 7, 63, 65, group i life

Wmcp®
Volunteer Experience
Executive Board Member Secretary
Issued by World Chamber of Commerce Texas on Mar 2018
Associated with Tuyet-Minh Hoang
Recommendations

Milisha gupta
Senior Analyst @Deutsche Bank| Former SDE Intern @Amazon| SIH-2022 WinnerIndore, Madhya Pradesh, Indien
Mohammed imran
Assistant Manager at Renault-Nissan-MitsubishiChengalpattu, Tamil Nadu, India
Adriana a martínez
Vendor Manager & Network Coordinator - PLSOArgentina
Sahil jethi
Technical PM | RPA | Chatbots | Automation | PRINCE2 | PSM2 | ITILDelhi, India
Vishnu pg
Health,Safety & Environmental ManagerThiruvananthapuram Taluk, India
Rupalee dwivedi
System Administrator at Tata Consultancy ServicesNoida, Uttar Pradesh, India
Lokesh solanki
Chief Operating Officer at KoolBuch TechnologyBengaluru, Karnataka, India
Achini muwandeniya
B.Sc. Finance (special) USJSri Lanka
Tejaswini reddy
.net developer at Sumudra Technologies Private LimitedHyderabad, Telangana, India
Andrea abadía zurita
Consultora de Talento Humano | Docente | HR Manager |Facilitadora metodología Lego Serious play |Fun...Quito, Pichincha, Ecuador
Rahul priyadarshi
Software Engineer @ Wells Fargo | .NET Developer | ML enthusiast | Full StackKarnataka, India
Jitendra bhatia
Officer at NPCILKota, Rajasthan, India
Samia abdelaziz
IT Specialist at AlazharEgypt
Irina sheftel
Project Developer & Subsidy Expert | Leading Public-Private Collaborations in Personalized Health, D...Nederland
Tammy bleers
Massage Therapist at Healing Energy, IncGreater Chicago Area
Harsh jha
Director at GREEN COMPUTER SERVICEDelhi, India
Andrew ilersich
Aerospace Engineering Doctoral Student at University of Toronto. Research includes machine learning,...أونتاريو تورونتو كندا
Ranjeet singh
DGM - Head of QA & Asset Integrity at PetrochemicalBathinda, India
Gaurav parihar pmp®,csm®, aws solution architect, itil®4,
Engagement & Consultant Manager | Offshore Accounts Manager - HCL Tech | PMP® | CSM® | AWS Certified...Noida, Uttar Pradesh, Indien
Rick eastman
Technical Support Specialist at Charles SchwabPhoenix, Arizona, United States
...