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 "JPMC") 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 individuallytailored 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.

• Analyzed investment mandates, CRM records, and eVestment database to identify competitive landscape of firm’s mutual fund• Constructed diverse set of data visualizations to compare investments and strategically position assigned mutual funds • Pitched competitive analysis and recommendations across global offices to inform and improve client engagement strategies • Consulted with 7 managers and VPs to strengthen delivery and impact of presentation by applying critical feedback

• Modernized organizational processes by accumulating client files and digitizing administrative paperwork in Excel • Enhanced professional development and sales skills by attending high net worth client meetings to understand client acquisition• Interviewed chief financial advisors and attended zoom meetings with Vanguard and Hightower to discover financial techniques

• Chaired formal event for 300 people by designing and executing party experience resulting in 8% increase in retention rate • Managed four rental vendors by establishing contracts, coordinating payments, and facilitating communication to execute events• Organized over 100 new member referrals by categorizing and quantifying information into Excel to improve operational efficiency• Trained 115 chapter members by coaching conversations and directing rehearsals to optimize event organization

• Spearheaded relationship with third-party marketing agency by acting as liaison to communicate vision and optimize projects • Captured channel performance by utilizing HubSpot and Google Analytics to present updated marketing metrics to team • Researched market competitors and leveraged diverse media content to strengthen website design and media platforms• Streamlined business processes through Monday.com to standardize project management and improve internal communication

• Created marketing content by organizing photoshoots of products and editing content in Adobe Photoshop• Managed social media platforms and posted regularly in order to promote products • Assisted with business operations by recording inventory into sales system and website