Beth R.

Beth R. Email and Phone Number

Project Manager @ J.P. Morgan Private Bank
Eastsound, WA, US
Beth R.'s Location
United States, United States
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

Beth R.'s Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
Project Manager
Eastsound, WA, US
Website:
jpmorgan.com
Employees:
75129
Beth R. Work Experience Details
  • J.P. Morgan Private Bank
    Project Manager
    J.P. Morgan Private Bank
    Eastsound, Wa, Us
  • J.P. Morgan Private Bank
    Project Manager
    J.P. Morgan Private Bank 2018 - Present
    Los Angeles, California
    Make 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
  • J.P. Morgan Private Bank
    Risk Analyst
    J.P. Morgan Private Bank 2011 - 2018
    Los Angeles, California
    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
  • J.P. Morgan Private Bank
    Macroeconomic Analyst
    J.P. Morgan Private Bank 2010 - 2011
    Los Angeles, California
    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
  • Industrial And Commercial Bank Of China Limited, Beijing, Zurich Branch
    Financial Salesman
    Industrial And Commercial Bank Of China Limited, Beijing, Zurich Branch 2004 - 2007
    Beijing, China
    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

Beth R. Education Details

Frequently Asked Questions about Beth R.

What company does Beth R. work for?

Beth R. works for J.p. Morgan Private Bank

What is Beth R.'s role at the current company?

Beth R.'s current role is Project Manager.

What schools did Beth R. attend?

Beth R. attended New York University, Shanghai University Of Finance And Economics.

Who are Beth R.'s colleagues?

Beth R.'s colleagues are Sonal Shukla, Pedro Juliano, Agata Carneiro, Olivia F., Eric Jones, Sharron Kantor, Asa Watkins.

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