I am currently a Banker at J.P. Morgan Private Bank in New Orleans, Louisiana. In my role, I work closely with families to gain an understanding of their financial goals in order to help them build, preserve and manage their wealth. I strive to design and deliver strategies that are tailored to address each client’s unique needs – from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.
Listed skills include Financial Modeling, Economics, Microsoft Excel, Management, and 16 others.