Support the Wealth Management business in the Michigan, Ohio, Kentucky, Indiana and West Virginia markets, focused on identifying and highlighting business priorities and advisor best practices in order to drive business forward.

• Create and manage marketing insights for Private Bank clients, aligning content messaging across public website, podcasts and social media to deliver best thinking to over 5 million Private Bank and Chase clients across the globe, resulting in $100 billion in long-term net client inflows in 2019• Developed weekly email to 60,000 clients, Top Market Takeaways, which summarizes key market and economic updates in a “skimmable” manner, and increased open rate from 12% to 40% in 8 months by optimizing content and promotion, contributing to $2.4 trillion in assets under management in 2019• Analyze engagement metrics to pinpoint specific client interests and concerns, identifying tangibleconnection points to attract prospective clients, resulting in over 2,000 new clients in 2018-2019• Coordinate with SEO vendor to optimize all content on J.P. Morgan Private Bank website, increasing traffic to site by 110% since launch in May 2019• Run annual 5-week campaign targeting high-net-worth clients to highlight importance of allocating to alternative investments, resulting in over $700M average annual flows into alternative investment funds

• Advised ultra-high net worth individuals on investments and wealth planning solutions alongside three senior bankers and a team of investment specialists (total AUM of $4.8B across 220 clients)• Created asset allocations and performance reviews to provide clients with customized investment reports and recommendations; resulting in clients gaining a holistic picture of their wealth• Communicated directly with clients to address questions regarding investment performance andtactical asset allocation shifts, helping grow senior banker’s revenue by 9% annualized

• Coordinated rush process for 250+ rushees by running interview schedule, business cases, and social events, while collaborating with fraternity members to ensure smooth operations and recruit best talent• Assimilated group of 18 incoming semester pledges by organizing weekly events to develop theirbusiness interest and professionalism, guaranteeing quality members for the fraternity• Served as a liaison between 80 fraternity members and 18 pledges, fielding concerns for both parties, leading to 100% acceptance into fraternity and increased lasting duration

• Selected for internship with 1% acceptance rate; placed within the Executive Wealth Group working with ultra-high net worth clients within the J.P. Morgan Private Bank• Collaborated with teams throughout firm to produce a Request for Proposal detailing J.P. Morgan’s business model and online client portal, resulting in winning $50M AUM in client business• Collected data and analyzed percentage of S&P 500 firm executives covered by J.P. Morgan to identify key regions and individuals, leading to team increasing revenues by $5M

• Selected for internship with 1% acceptance rate into Strategy, Operations, and Technology Department to work on the General Ledger Renovation Project• Analyzed and identified themes in 1,635 Brokerage & Clearance accounts in order to slim population to 30 accounts in new General Ledger and increase reporting efficiency• Conducted testing comparing Future State Mappings to actual data generated in new General Ledger, finding that the financial model ensured 100% accuracy

• Conducted research and worked with senior consultants to produce deliverables which addressed client-directed questions on improving process efficiency. Analyzed data provided by customer satisfaction surveys to provide inputs for organizational reconstruction of Bahrain's Telecommunications Regulatory Authority