Anna Schaefer
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Anna Schaefer Email & Phone Number

Incoming Global Private Bank Analyst at J.P. Morgan Private Bank
Location: Longmont, Colorado, United States 13 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Incoming Global Private Bank Analyst
Location
Longmont, Colorado, United States
Company size

Who is Anna Schaefer? Overview

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Quick answer

Anna Schaefer is listed as Incoming Global Private Bank Analyst at J.P. Morgan Private Bank, a company with 75129 employees, based in Longmont, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Anna Schaefer.

Anna Schaefer previously worked as Finance Intern at Boulder Shelter For The Homeless and Executive Vice President at Alpha Kappa Psi. Anna Schaefer holds Accounting And Finance And Psychology, Sophomore from University Of Colorado Boulder.

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J.P. Morgan Private Bank

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Profile bio

About Anna Schaefer

I am currently a third-year Honors student at the University of Colorado Boulder, I am dedicated to pursuing a dual degree in Bachelor of Science in Business Administration with emphases in Finance and Accounting, along with a Bachelor of Arts in Psychology.

Current workplace

Anna Schaefer's current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Incoming Global Private Bank Analyst
Boulder, CO, US
Website
Employees
75129
AeroLeads page
13 roles

Anna Schaefer work experience

A career timeline built from the work history available for this profile.

Finance Intern

Current

Boulder, Colorado, United States

Manage various financial tasks and responsibilities including the preparation and distribution of Sage checks, overseeing monthly departmental allocations, supporting cash management and grant invoicing, and creating templates for importing revenue, receipts, and budget data.

Sep 2023 - Present

Executive Vice President

Current

Boulder, Colorado, United States

Assist in the performance of the President's duties, supporting key leadership functions within the college chapter. Manage and oversee chapter operations, including committee management, annual reporting, communication facilitation among officers and members, bylaws maintenance, and coordination with Alpha Kappa Psi regulations

Dec 2023 - Present

Dei Committee

Boulder, Colorado, United States

Part of the DEI committee focused on fostering an inclusive and respectful environment by organizing events and discussions promoting diversity awareness and cultural understanding

May 2023 - Dec 2023

Director Of Event Planning

Boulder, Colorado, United States

Took charge of planning and executing formal for the fraternity, including managing budgets, contracts, and logistics, ensuring seamless and memorable experiences for all attendees. Facilitated communication between fraternity and Executive Vice President, delivering financial updates for formal events, promoting transparency and collaboration

May 2023 - Dec 2023

Analyst Program Member

Selected from 100 applications for one of the 15 spots in a four-month educational program covering accounting fundamentals, financial modeling (DCF and comparable analysis), modern portfolio theory, and multiples

Feb 2024 - May 2024

Member

Current

Boulder, Colorado, United States

Actively participate in weekly chapter events, foster professional networks, gain insights into finance and accounting industries, and contribute to the development of a strong community.

Aug 2023 - Present

Women’S Empowerment Initiative Member

Current

Boulder, Colorado, United States

Participated in weekly seminars with guest speakers on topics of diversity and inclusion in the workplace. Attended workshops on topics including microaggressions, developing a LinkedIn profile, etc.

Aug 2022 - Present

Discovery I Intern

Denver, Colorado, United States

Collaborate with other Deloitte interns from different US offices to complete casing simulations and pro bono case work for local communities and attend a leadership conference at Deloitte University, where interactions with over 300 interns will facilitate learning and networking opportunities. Strengthen networking skills by engaging with Deloitte.

Jun 2024 - Jul 2024

Hostess

Longmont, Colorado, United States

Provided service by answering customer questions, taking phone calls, and resolving conflicts. Communicated effectively with the kitchen to coordinate specific customer requests and large orders.

May 2023 - Aug 2023

Assistant Election Commissioner

Boulder, Colorado, United States

Ensured an open and fair election for CU student government candidates each semester. Organized campus-wide election events including kickoff, debate between candidates, and rules and regulations for candidacy. Created promotional social media posts introducing the candidates for 1.8k + followers.

Aug 2022 - May 2023
Team & coworkers

Colleagues at J.P. Morgan Private Bank

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2 education records

Anna Schaefer education

Accounting And Finance And Psychology, Sophomore

Activities and Societies: Alpha Kappa Psi, Beta Alpha, Psi, CU Student Government, Peer2Peer mentoring, Kappa Alpha Theta, Women's.

Education record

Activities and Societies: National Honor Society, Future Business Leaders of America, Silver Creek Leadership Academy, Track & Field.

FAQ

Frequently asked questions about Anna Schaefer

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What company does Anna Schaefer work for?

Anna Schaefer works for J.P. Morgan Private Bank.

What is Anna Schaefer's role at J.P. Morgan Private Bank?

Anna Schaefer is listed as Incoming Global Private Bank Analyst at J.P. Morgan Private Bank.

Where is Anna Schaefer based?

Anna Schaefer is based in Longmont, Colorado, United States while working with J.P. Morgan Private Bank.

What companies has Anna Schaefer worked for?

Anna Schaefer has worked for J.P. Morgan Private Bank, Boulder Shelter For The Homeless, Alpha Kappa Psi, Leeds Investment & Trading Group, and Beta Alpha Psi International (Bap).

Who are Anna Schaefer's colleagues at J.P. Morgan Private Bank?

Anna Schaefer's colleagues at J.P. Morgan Private Bank include Matthew Watkins, Cfa, Ben Stokes, Greg Boester, Mary Pitta, and Sanjay Rao.

How can I contact Anna Schaefer?

You can use AeroLeads to view verified contact signals for Anna Schaefer at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Anna Schaefer attend?

Anna Schaefer holds Accounting And Finance And Psychology, Sophomore from University Of Colorado Boulder.

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