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Beth R. Email & Phone Number
Project Manager
at
J.P. Morgan Private Bank
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Project Manager
Location
United States
Company size
Who is Beth R.? Overview
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Quick answer
Beth R. is listed as Project Manager at J.P. Morgan Private Bank, a with 75129 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Beth R..
Beth R. previously worked as Risk Analyst at J.P. Morgan Private Bank and Macroeconomic analyst at J.P. Morgan Private Bank. Beth R. holds Master Of Finance, Macroeconomics from New York University.
Company email context
Email format at J.P. Morgan Private Bank
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J.P. Morgan Private Bank
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Profile bio
About Beth R.
I have many years of experience working in finance and am a highly results-oriented technology leader with extensive experience in investment banking, digital transformation strategies for global markets, lean product development, design thinking, enterprise architecture, DevOps and cloud strategies, leading and executing multiple large-scale digital transformation initiatives in wealth management, private banking, and compliance and regulatory affairs.When I'm not working, I like to spend time with my friends. I also enjoy hiking, camping, and other outdoor activities
Current workplace
Beth R.'s current company
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J.P. Morgan Private Bank
5 roles · 23 years
Beth R. work experience
A career timeline built from the work history available for this profile.
Project Manager
CurrentMake investment strategy, design, build and maintain a portfolio, investment research, investment advice report, investment instructions, responsible for the investment operation of assets, to control the overall investment situation, investment situation report on a regular basis
2018 - Present
~8 yrs 6 mos
Risk Analyst
In-depth analysis of the trend of the development of various industries, and competitive factors, timely tracking and forecasting industry changes, and provide all kinds of study, closely tracking of the listed companies, through quantitative analysis timely and accurately provide analysis report, all kinds of company investment opportunities and risks
2011 - 2018
~7 yrs
Macroeconomic Analyst
Responsible for providing customer training, market research, demand analysis, functional design, etc. for financial analysis products/projects for financial institutions and higher education target customer groups
2010 - 2011
~1 yr
Financial Salesman
Industrial And Commercial Bank Of China Limited, Beijing, Zurich Branch
I was responsible for building data warehouses, creating ETL, data governance, data security, and improving operational speed and optimizing data structures to provide better services to data users
2004 - 2007
~3 yrs
Team & coworkers
Colleagues at J.P. Morgan Private Bank
Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →
HR
Howard Rothberg
Colleague at J.P. Morgan Private BankNew York City Metropolitan Area, United States
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MC
Michael Cassidy
Colleague at J.P. Morgan Private BankNew York, United States
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CR
Chris Rapach
Colleague at J.P. Morgan Private BankWalled Lake, Michigan, United States
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SD
Steve Downing
Colleague at J.P. Morgan Private BankColumbus, Ohio, United States
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SC
Sharon Castaneda
Colleague at J.P. Morgan Private BankDenver, Colorado, United States
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EJ
Eric Jones
Colleague at J.P. Morgan Private BankNew York, United States
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ZN
Zubair Nagjee
Colleague at J.P. Morgan Private BankEuless, Texas, United States
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MS
Marsha Salman
Colleague at J.P. Morgan Private BankSterling Heights, Michigan, United States
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TD
Tejash Desai
Colleague at J.P. Morgan Private BankHoffman Estates, Illinois, United States
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SL
Sebastian Larios
Colleague at J.P. Morgan Private BankOrem, Utah, United States
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Howard Rothberg
Colleague at J.P. Morgan Private BankNew York City Metropolitan Area, United States
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MC
Michael Cassidy
Colleague at J.P. Morgan Private BankNew York, United States
View →
CR
Chris Rapach
Colleague at J.P. Morgan Private BankWalled Lake, Michigan, United States
View →
SD
Steve Downing
Colleague at J.P. Morgan Private BankColumbus, Ohio, United States
View →
SC
Sharon Castaneda
Colleague at J.P. Morgan Private BankDenver, Colorado, United States
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EJ
Eric Jones
Colleague at J.P. Morgan Private BankNew York, United States
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ZN
Zubair Nagjee
Colleague at J.P. Morgan Private BankEuless, Texas, United States
View →
MS
Marsha Salman
Colleague at J.P. Morgan Private BankSterling Heights, Michigan, United States
View →
TD
Tejash Desai
Colleague at J.P. Morgan Private BankHoffman Estates, Illinois, United States
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SL
Sebastian Larios
Colleague at J.P. Morgan Private BankOrem, Utah, United States
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2 education records
Beth R. education
Master Of Finance, Macroeconomics
Bachelor Of Economics, Economics
FAQ
Frequently asked questions about Beth R.
Quick answers generated from the profile data available on this page.
What company does Beth R. work for?
Beth R. works for J.P. Morgan Private Bank.
What is Beth R.'s role at J.P. Morgan Private Bank?
Beth R. is listed as Project Manager at J.P. Morgan Private Bank.
Where is Beth R. based?
Beth R. is based in United States while working with J.P. Morgan Private Bank.
What companies has Beth R. worked for?
Beth R. has worked for J.P. Morgan Private Bank and Industrial And Commercial Bank Of China Limited, Beijing, Zurich Branch.
Who are Beth R.'s colleagues at J.P. Morgan Private Bank?
Beth R.'s colleagues at J.P. Morgan Private Bank include Howard Rothberg, Michael Cassidy, Chris Rapach, Steve Downing, and Sharon Castaneda.
How can I contact Beth R.?
You can use AeroLeads to view verified contact signals for Beth R. at J.P. Morgan Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Beth R. attend?
Beth R. holds Master Of Finance, Macroeconomics from New York University.
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